Begin with the end in mind.

Designed for business owners or operators that are thinking about selling. We will walk through exit options ranging from selling to an ESOP, financial buyers, strategic acquirers, Entrepreneurship Through Acquisition (ETA) practitioners, team members, or keeping the business in the family.

The class will utilize cases, assignments and / or readings along with guests who will give real life examples of selling in addition to a number of subject area experts. The class will delve into non-monetary seller satisfaction as well as strategies to maximize value during the exit while covering best-practies around working with advisors, intermediaries and other service providers.

The three-days will be divided between positioning your company for sale, executing the transaction, the transition as well as life post-sale. The class will be capped to allow for ample interaction and personal attention.

Man at a business conference

When & Where

Dates: Thursday, August 14th to Saturday, August 16th

Daily Schedule: 8:30 A.M. to 4:30 P.M.

Location: Provo, UT

 

Who Should Attend

Business owners/operators thinking about preparing their business for sale. All attendees will be required to sign non-disclosure agreements.

 

Learning Outcomes

As a result of attending this program, participants will:

  • Learn the process to becoming a satisfied seller
  • Create a personalized exit roadmap
  • Be prepared for the journey of transitioning out of your business

 

Cost: $1,750.00

 

Topics

  • Buyer avatars
  • Working with intermediaries
  • Tax strategies
  • Closing
  • Positioning to sell
  • Utility maximization
  • Transition
  • Life post-sale
  • Feedback from a panel of buyers on your company
  • Real world cases, guests and examples
  • Importance of values in a sale
  • The emotional roller coaster of selling

 

Woman at a business conference

*Must be a current business owner or operator to enroll.