Middle Market – Business Transitions Summit

Surviving the Storm: Business Continuity Strategies for Unforeseen Events

Join us for an interactive breakout session as we explore the potential risks that could impact your business in the event of unexpected events such as sudden death, disability, or partner departure. Learn practical strategies and best practices to safeguard your business and ensure its continuity even in the midst of challenging circumstances. Don’t let …

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Founder to Platform

Just because a business is well-run does not mean that it is scalable. Financial buyers are looking for businesses that can be a platform business and scale quickly. In this session, you’ll walk through how to take a good business and turn it into a platform that will attract financial investors.

Understanding the Merger & Acquisition Process (Middle Market)

Mergers and acquisitions can feel like a black box — but they don’t have to be. In this session, you’ll learn the entire mergers and acquisitions process for a medium-sized business, from the creation of a strategy to the closing of the deal. (This session is for businesses with annual earnings of more than $2 …

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Understanding the Tax Consequences of a Transaction

Exiting your business can have profound tax consequences — are you prepared? In this session, you’ll learn the different ways your exit can be structured, the tax consequences of each type of structure, and why it’s so critical to pay attention to the structure of your business long before you start looking for a buyer.

Get Your Skeletons Out of the Closet — Why It Pays to Do Pre-Sale Due Diligence

It pays to be prepared before you ever engage a buyer — big time. The amount you walk away with can be significantly higher if you fix issues before a buyer ever comes along. In this session, you’ll learn how to identify the things a buyer is going to be looking for in a transaction …

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Financial Planning — Why it Pays to Prepare Long Before the Exit

Selling your business is a big deal, especially if you’re planning on retiring after the sale. Are you certain the money you’ll walk away with is going to be enough to fund your retirement? In this session, you’ll learn why you need to have a financial plan put together before you even think about selling …

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Making Sense of Business Valuations

Most business owners don’t understand how businesses are valued — do you? This session will walk you through how buyers look at businesses, how business valuations really work, and what, specifically, you need to be paying attention to in your business to increase its value.

Choosing the Right Transition for Your Business: Understanding Your Exit Options

Every business on the planet will eventually transition. Do you know which type of transition is right for you and your business? In this panel discussion, you’ll learn in precise detail the various types of exits, including ESOP, family transition, sale to a strategic buyer, sale to a private equity buyer, sale to a venture …

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Growth: Scaling to Exit (or Should I Grow or Sell?)

In this session, you’ll learn the importance of building a growth strategy, why growth is one of the most important factors in business valuation, and the many ways in which the right growth strategy will improve your business right now.

Why It Pays to Document Your Processes Now

If your business is heavily dependent on you for day-to-day operations, you’re going to struggle to sell. What buyer wants a business that might fall apart as soon as the owner leaves? In this session, you’ll learn how to document the most important processes in your business. This helps you create redundancy in your business …

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