The Exit Ramp – Navigating the Sale of your Business

Are you considering the next chapter in your business journey? Whether you’re just beginning to think about your exit strategy or you’re ready to take concrete steps, this comprehensive roundtable will walk you through every phase of a successful business transition.

This year, our panel brings together an expanded team of specialists from across the CRI Family of Companies, including CRI’s Capital Markets and Transaction Advisory teams, CRI M&A Advisors, CRI Simple Numbers, Level Four Group, and The Preferred Legacy National Trust Bank. Together, they’ll cover the full spectrum of exit planning, from understanding your company’s true market value and optimizing your financials to structuring the deal, managing tax implications, protecting your wealth, and planning the life you want after the sale.

Learning Objectives

• Know What Your Business Is Worth: Learn how market assessments, quality of earnings reviews, and business valuations shape buyer perception and deal pricing.
• Get Your Financials Sale-Ready: Discover how to clean up your books, improve profitability metrics, and present financials that withstand buyer due diligence.
• Protect What You’ve Built: Explore estate planning, buy-sell agreements, asset protection, and employee retention strategies to safeguard your interests before and during a sale.
• Structure a Smarter Deal: Understand the tax implications of different deal structures and what to expect from purchase price adjustments, working capital negotiations, and closing mechanisms.
• Navigate the Transition: Know what to expect during the handoff period and how to set your business up for continued success under new ownership.
• Plan for Life After the Sale: Map out your next chapter with guidance on wealth management, investment strategy, trust planning, and defining your personal legacy.