Selling a business is one of the most significant financial and personal decisions an owner will ever make – but a successful exit requires much more than finding a buyer.
Whether your transition is 10 years away or right around the corner, this workshop will help you understand the key decisions that can maximize value, reduce risk, and prepare you for what comes next.
During this educational session, we’ll explore the complete Business Owner’s Exit Roadmap, including:
- The stages of transition planning and the opportunities available throughout the business lifecycle.
- What business owners should be doing 10 years, 5 years, 2 years, and 1 year before a transition.
- The three pillars of a successful exit
- How to determine when the timing is right to transition
- The realities many owners face after selling and why so many experience unexpected regret
- How to define what success looks like before a sale, not after it
- Why closing day is not the finish line, but the beginning of a new chapter
Whether you’re considering a sale to family members, management, private, equity, a strategic buyer, or simply beginning to think about your future, you’ll leave with a practical framework to help you prepare long before a transaction begins.
Who Should Attend:
Business owners, founders, entrepreneurs, and family business leaders who want to proactively prepare for an eventual transition, even if it’s years away.
