Resources

Upcoming Webinar: Timing the Sale of Your Company

How Professional Investors Time the Sale of their Companies

Finally, an interactive workshop that provides successful business owners the analytical tools to make decisions like top investors. If you are looking to exit in the next five years to retire, start another business, or just invest, this is the workshop for you. We're going to roll up our sleeves and get to work so you can walk away with information to make decisions and plan for your future. If you are looking for another boring presentation that leaves you with more questions than answers, this is not for you.

PART I
HOW MUCH DOES YOUR COMPANY NEED TO BE WORTH TO MEET YOUR OBJECTIVES?

How much do you need from your business to retire or accomplish your next endeavor?
What will your net worth be after you sell your business and after taxes?
How much will your expenses be during retirement or other next life phase?
Will you own enough to accomplish your objectives?

PART II
WHAT IS YOUR BUSINESS WORTH OVER THE NEXT FIVE YEARS?

How much would someone pay for your company now?
How will your projected financials change your company's value over the next five years?
What trends are expected in middle-market M&A? How should they affect your decision?
What legitimate risks can negatively impact the value of the company?

PART III
WHEN IS THE RIGHT TIME TO SELL MY COMPANY?

Is selling to a strategic buyer the right option? Do you give it family or sell to management instead?
When is the right time for you to sell your business? Why is timing so important?
What are the opportunity costs of not selling on time?
What should you do now to maximize the value of the company?

FORMAT
The webinar will be online and completely confidential (attendees will not know the identities of other attendees and no one will see any of your information). Attendees will be provided with proprietary interactive Excel models and directed on their use. Utilizing present day information and assumptions about the future, attendees will determine personalized answers to the following questions:

How much more do I need to accomplish my objectives over the next five years?
How much does my business value change over the next five years?
Is selling to a strategic buyer the right option for my business? If so, when is the right time?
How can I use my business to create a legacy and minimize estate taxes?

A majority of the workshop will include navigating interactive worksheets and Q&A. You will need to have Excel or another spreadsheet software to participate as this is not a static PowerPoint presentation.