The Exit Ramp: Navigate Selling Your Business Like a Pro

Learn the art of selling your business like a pro at The Exit Ramp event – it’s all about navigating the journey to success!
Considering a future transition out of your business? Whether you’re just beginning to explore your options or actively preparing for a sale, this in-person session will help you chart a confident course forward.

Join CRI’s experienced Transaction Advisory Services team, along with CRI M&A Advisors, Level Four Business Solutions, and Preferred Legacy Trust for an engaging, strategy-packed event designed to demystify the business exit process. You’ll get firsthand insight into the steps, timelines, and decisions that lead to successful transactions; plus, learn how to protect the legacy you’ve built and plan for what’s next.

From operational readiness and financial preparation to legal safeguards and post-sale planning, this session equips you with the knowledge you need to move forward—on your terms.

Attendees of this event can expect to:

• Gain clarity on the selling process—including what buyers prioritize and how to prepare internally.
• Assess their personal and business readiness by identifying goals, timing, and market positioning.
• Explore strategies to protect what they’ve built, such as estate planning, asset protection, and retaining key employees.
• Uncover ways to enhance business value, from financial clean-up to de-risking operations and showcasing strengths.
• Begin planning for life after the sale, with guidance on reinvestment, wealth preservation, and legacy planning.

Who Should Attend:

Business owners with EBITDA of $1 million or more who are considering an ownership transition within the next 3–5 years, or who simply want to understand what that journey entails.

Speakers:

• Jeff Hawkins – CPA, Partner, CRI Advisors, LLC†, Partner, Carr, Riggs & Ingram, L.L.C.*
• Paul Evans – CVB, Partner, CRI Advisors, LLC†, Partner, CRI M&A Advisors, LLC
• Suzanne Durbin – ChFC®, CExP®, Business Solutions Specialist & Private WealthAdvisor, Level Four Business Solutions

Agenda:

7:00 a.m. – 7:30 a.m. EST: Breakfast

7:30 a.m. – 10:00 a.m. EST: Program