Conference Agenda
  • 7:30 am: Continental Breakfast
  • 8:00 am: Morning Session
    • Business Valuation
    • Knowing Market Value
    • Exit Strategy
    • Getting Maximum Value
    • Proper Documentation
    • Proper Positioning
    • Experienced Advice
    • Deal Structuring
    • The Sales Process
  • 12:30pm: Working Lunch
  • 1:30pm: Afternoon session
    • Executing the Deal
    • Establishing Buyer Interest
    • Presenting the Opportunity
    • Financial Statements
    • Forms of Payment
    • Tax Considerations
    • Getting through Diligence
    • Legal Documents to Know

Call 972-481-2801 for information on an upcoming conference near you.

Conferences

We regularly conduct informational one-day conferences that provide business owners with an overview of the process necessary to successfully sell a private middle market business for maximum value. The information presented in the conference will be a vital part of a strategy to ultimately sell your business for the highest possible price.

Please consider attending if you would like to learn:

If you are considering selling your business or simply interested in how to grow your business for maximum value upon a future exit, our conference can assist you in understanding and demystifying the M&A process and the options that may be available to you.

Please call 972-481-2801 from the hours of 8:00 am to 5:00 pm CST to determine if your business qualifies to attend the conference, complete your registration and answer any questions you may have.

The information presented at the conference is designed for owners of qualifying privately held businesses, and advanced registration is required.

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