The Business Owner’s Exit Playbook

Whether you’re planning to sell your business in the next few years or simply want to increase its long-term value, preparation is key. Join CRI and Level Four for this informative session where business owners will learn how strong financial reporting, operational readiness, tax planning, and strategic exit planning can significantly impact the success and value of a business transaction and walk away with actionable insights to help build a more valuable business and position yourself for a successful exit—whenever the time is right.

Learning Objectives

• • Identify key drivers that enhance business value and sale readiness
  • Understand common buyer due diligence requirements and expectations
  • Recognize typical deal structures and their impact on transaction outcomes
  • Learn how to avoid common mistakes that can reduce value or delay a successful sale

Who Should Attend

Business owners considering selling their company within the next 1–10 years, Founders preparing for retirement or succession planning, Family-owned business owners planning a transition to the next generation or an outside buyer CEOs, presidents, and managing partners of privately held companies, and/or Professional advisors who support business owners, including CPAs, attorneys, financial advisors, bankers, and business consultants

Presenters

• Frank Maldonado, FPQPtm , CExP® Private Wealth Advisor, Business Solutions & Financial Planning Specialist, Level Four Financial

This program is provided for informational and educational purposes only. It does not constitute tax, accounting, audit, valuation, or investment advice and is not a recommendation regarding any particular transaction, security, or course of action. Any examples discussed are illustrative only; results depend on individual facts and market conditions, and no result is guaranteed.

Presentations are delivered by separate legal entities. Each entity is solely responsible for its own services, statements, and obligations, and participation by one entity does not create an engagement, fiduciary relationship, or liability with respect to any other.

Securities offered through Level Four Financial, LLC, a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill or training. For information about Level Four Advisory Services, LLC, including its services, fees, and conflicts of interest, refer to its Form ADV Part 2A and Form CRS at adviserinfo.sec.gov. Nothing presented constitutes an offer to sell or the solicitation of an offer to buy any security.

Carr, Riggs & Ingram, L.L.C. (“CRI CPA”), CRI Advisors, LLC (“CRI Advisors”), and Capin Crouse, LLC (“Capin Crouse CPA”) and their respective subsidiaries operate as, and provide services through, an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. The foregoing entities operate under the brand names “Carr, Riggs & Ingram” and “CRI.” CRI CPA and Capin Crouse CPA are independently owned, operated, and licensed CPA firms that separately provide attest services, as well as additional ancillary services, to their clients. CRI Advisors provides tax and business consulting services to its clients. CRI Advisors and its subsidiaries are not licensed CPA firms and do not provide any attest services. Our use of the terms “CRI,” “we,” “our,” “us,” and terms of similar import, denote the alternative practice structure conducted by CRI CPA, Capin Crouse CPA and CRI Advisors, as appropriate.

This program may be photographed or recorded. By attending, you consent to use of your likeness in CRI and Level Four marketing materials.