On-Demand Webinar

Planning Your Business Exit: What Every Owner Should Know

Your business may be one of the most valuable assets you own. Make sure you're prepared for what comes next.

Whether your exit is one year away or ten, the decisions you make today can affect your options, the value of your business and the outcome of an eventual transition.

▶ ON-DEMAND WEBINAR | ▤ PRESENTATION SLIDES

Planning Your Business Exit: What Every Owner Should Know webinar

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Webinar Topics

What You'll Learn

Get practical guidance on the key considerations that can help you prepare your business and yourself for an eventual exit.

Understand Your Exit Options

Explore different ways to exit or transition your business and the factors that can influence which path makes sense for you.

Know What Drives Business Value

Learn what can increase or decrease the value of a business and why preparing early can make a difference.

Prepare for a Future Sale

Understand steps you can take now to make your business more attractive and transferable to a potential buyer.

Know What to Expect During M&A

Get an introduction to the transaction and due diligence process and what business owners should be prepared for.

Consider the Tax Impact

Learn why tax planning should be part of your exit strategy well before a transaction takes place.

Connect Your Business and Personal Plans

Understand why a successful exit needs to consider not only your business, but also your personal financial goals and what comes next.

Meet Your Presenters

Experienced Guidance From Trusted Advisors

Ed Brooks, CPA

Principal & Chief Growth Officer

Ed brings 40 years of experience advising business owners and has been involved in numerous sell-side transactions for clients. He also holds a Profit & Value certification and works with owners on strategies designed to strengthen their businesses and prepare for future transitions.

Richard Burke, CPA, CGMA, CM&AA

Outsourced CFO & M&A Advisor

Richard brings more than 38 years of experience, including 26 years in mergers and acquisitions. He is a CPA, CGMA and Certified Merger & Acquisition Advisor, as well as a licensed business broker, and has been involved in hundreds of completed transactions.