Deal Lifecycle Series

Bundle all the Deal Lifecycle Series and Save!

Part 1: Preparing the Owner for Sale

Learn from a diverse team of experts as they guide business owners through successful exit strategies. Led by an owner with intimate family dynamics experience, alongside a wealth manager exploring financial outcomes, a transition advisor navigating decisions, and a leadership coach addressing emotional impacts, we offer comprehensive support for this critical phase. Don't miss this opportunity to gain insights and guidance from seasoned professionals.

Part 2: Sell.Buy.Build.Fix.

This installment focuses on making a "go/no decision" and deciding the best course of action. You will hear from a panel of advisors who look at hundreds of deals each year and how they navigate the right path for each deal. The featured panelists include experience in investment banking, private equity, and strategic advisory.

Part 3: Preparing for the Sale

This event will help deal teams understand the transition process, regardless of their role. What drivers increase or decrease value? Does private equity play a role? What is a common timeline? What steps are needed before taking the business to market with an investment banker or advisor? This panel-driven session includes specialists in law, financial reporting, investment banking, and transaction advisory who understand the financial, legal, and emotional components involved in the exit and transition process.

Part 4: Deal Execution

Learn how to walk through the process of executing a deal. Hear from experienced transaction attorney Bill Boyar with BoyarMiller, CPA Michael Landers with UHY, and Chuck Hendee, an owner who's been through the process. This group of professionals will discuss the deal execution process from LOI to post-close, including expectations for timing.

Part 5: Capitalizing on Overlooked Markets

Learn first-hand how the market is pivoting to provide capital for underserved populations, including statistics and trends in specific segments. From this panel, you will walk away with greater knowledge of alternative capital sources, as well as an understanding of how certifications and contracts impact valuation.