Planning Ahead: Small Decisions Today for the Successful Sale of Your Company

Planning Ahead: Small Decisions Today for the Successful Sale of Your Company Tomorrow

When selling a company, it is easy to focus on the most visible stages of the process – identifying a buyer, negotiating a price, diligence, and documenting and closing the deal. Yet, some of the most important factors in ensuring a successful sale occur long before the company is actually “in play.”
Our 2023 edition of this panel will feature an investment banker, an accountant with an active M&A advisory practice, a wealth manager and a corporate/M&A lawyer. They will explore many of the critical elements in long-range M&A planning, including the following:

• Recognizing and concentrating on the metrics that purchasers in the relevant industry will use to value the company
• Staying abreast of developments in the industry, activities of competitors, other acquisition activity and similar market information, in order to identify trends and to be able to recognize when the climate is right for a sale
• Long-term legal arrangements to prepare for a transaction, including avoiding problematic contractual provisions and establishing proper ownership and protection of intellectual property
• Maintaining orderly commercial, financial and legal records to increase the attractiveness of the company, expedite the sale process and prevent surprises during diligence that can reduce the purchase price
• Engaging in timely wealth management planning for founders

Bring your questions for the panelists, or send them in advance – time has been set aside.

Agenda:
11:30 - 12:00 - Virtual Networking
12:00 - 1:00 - Panel Discussion and Q&A
1:00 - 1:30 - Virtual Networking

Speakers:
Paul Ellis, Managing Partner, Ellis Law Group LLC
Jeanette Jordan, CPA, CM&AA, Withum
Brian Mizoguchi, CEPA®, CPFA®, CSRIC®, Bank of America Merrill Lynch
Don More, Managing Director**, Lincoln International

RSVP on Zoom here