I had the honor of participating on a recent webinar panel with 3 other guest speakers discussing how and why business owners should pre-plan their exit before they sell their most valuable asset.
Click on the link below for a Free copy and hear from experts on the subject as well as my take on the difference between Price and Valuation Multiples.
Here was the agenda:
– Creating a Check List is your first move – Pre-planning (>2 yrs before transition) – Short term planning (<2 yrs before transition) – Exit strategy – How to execute the planWho attended:
CEOs, CFOs, business owners and advisors
The Panel:
Rick Andrade, Managing Director – Janas Associates M&A Investment Banking firm Andy Horowitz, VP with Morgan Stanley Wealth Management Ronald S. Friedman CPA Partner with Marcum LLP Lewis Stanton, Managing Partner at Stanton Associates LLC Audio:http://lighthouseconsulting.org/openline/091013/OpenLine091013.mp3
Slides:
http://lighthouseconsulting.org/openline/091013/OpenLine091013.pdf