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Exit Planning Boot Camp

June 18, 2019 @ 8:00 am - 12:00 pm EDT

- $45

The notion that business owners don’t want to talk about their exit or ownership transition is outdated and misguided. In our experience, once owners start to consider what’s next in terms of business ownership they become increasingly engaged. But they are also frustrated by many areas of concern: their estate, their financial plan, how company value plays into a successful retirement, legal questions, etc. Exit Planning Boot Camp helps owners understand the linkages between all these verticals, and what it takes to transition ownership – not just the M&A deal, but all the moving pieces.

The Exit Planning Boot Camp is a half-day, seminar-style event that addresses business owners’ areas of concern as they approach an ownership transition.

Getting Your Exit Right -

8:00 am - 9:00 am

Most companies aren’t sellable – at least not on terms that an owner would like. It doesn’t have to be that way, but it does take both time and effort to get it right. In this session we’ll talk about the process that is required for setting a company (and an entrepreneur) up for success In this session we’ll review:

  • Common failure points, and why only 20% of companies successfully sell
  • How potential buyers size up a company
  • What makes a company Attractive to the market
  • How readiness (or lack there of) impacts value
  • The Exit Planning Process


Financial Planning Considerations When Selling Your Business -

9:00 am - 10:00 am

Financial planning for business owners is not the same as planning for the average employee. Surveys show that for most business owners, their operating company is the single largest component of their personal wealth. At the same time, studies show that most owners have not undertaken a comprehensive financial planning process that provides personal meaning to their exit proceeds and helps them strategize about life and achieving their goals after the sale.

Learning Objectives:
  • Identify the four key financial planning areas on which business owners ought to focus.
  • Demonstrate how a holistic financial plan allows the business owner to translate the value of their business into financial flexibility.
  • Help guide the business owner through the sale process using appropriate tax, estate and charitable planning techniques to achieve value.


Basics of Business Valuation -

10:00 am - 11:00 am

It’s easy to think that “value is whatever someone is willing to pay for it.” The real concern, though, is how to actually make an asset more valuable. In this session will cover the basics of how business is are valued, how price is negotiated with buyers, and how an understanding of value underpins successful financial planning.

  • How is value calculated?
  • How can an entrepreneur focus on creating enterprise value?
  • How does valuation underpin your financial plan?


Legal Aspects of a Transaction -

11:00 am - 12:00 pm

When planning an exit, the legal considerations are largely driven by the business considerations.  While the others are answering the “What” and “Why” and perhaps even the “Who”, “When” and “Where”, the legal team will answer the “How”. While this means that most of the decisions you make in your exit are business decisions, it’s still important to plan ahead and consider the legal issues early in the process to provide you with the most options and to make the best use of time resources. The more you know exactly what you want and whether it makes sense from a financial perspective and whether it is feasible from a business perspective, the easier, less costly and faster it will be to make happen from a legal perspective.



Tickets are not available as this event has passed.


June 18, 2019
8:00 am - 12:00 pm
Event Category:


(888) 827-1624

Cancellation Policy: Refunds available until 5 days out from the event.


Embassy Suites Hotel Dulles – North
44610 Waxpool Road
Ashburn, VA 20147 United States
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