Exit Planning + Maximizing the Value of Your Business: A Primer
We hope you will join us for a presentation that will help business owners (and their advisors) who are thinking about a potential future sale event assess their readiness and better understand the market.
Along with discussing the topics listed below, we’ll also share some practical tips to implement prior to a sale that will help make the transaction a success, because taking the right steps now to prepare for a future transaction will pay dividends down the road.
Planning + Goals
Kaz Unalan, Director, Tax & Business Advisory Services, GBQ Partners
Kaz will give an introduction to liquidity planning and goals, talking about assembling a team of advisors, timing, and liquidity options
John Herubin, Managing Director, Edgepoint Capital
John will review the macro-conditions that are driving the current M+A market and what characteristics most impact market valuation for closely-held businesses.
Your House in Order
Eric Duffee, Co-Chair, Mergers + Acquisitions Practice, Kegler, Brown Hill + Ritter
In Eric's presentation he will be discussing Common pitfalls as well as organizational and operational strategies to adopt prior to engaging in sale process.
Charles Jarrett, CFP, CPWA, CRPC, Sr. Vice President, Merrill Lynch Private Wealth Management
Charles will close out the presentation with a helpful list of tools and resources that you can access following the presentation.
A hot breakfast will be provided to all attendees.
Please RSVP by Thursday, April 25, by clicking the RSVP button below or by contacting Korri Titus at [email protected] or (614) 255 5515.
65 E State Street, Suite 1800
Columbus, OH 43215
Complimentary Parking: There are several options available for parking. We will reimburse tickets from the Columbus Commons Underground Garage, located at 191 S. 3rd Street or from the Sheraton Valet, which is located on 3rd Street at the Sheraton Hotel just before the Columbus Commons Underground Garage.