How to Partner With an Investment Banker When You Both Do Exit Planning
Most agree that exit planning is just good business planning. In fact, exit planning is so important it is practically becoming its own advisory “discipline.” The question is, can one discipline really handle the full process from beginning to end . . . and do it well? Join Trever to review how the business owner’s core advisory team can work collaboratively, provide the best service for the client, and come out stronger in the long run.
• Learn how different disciplines on the exit planning advisory team can collaborate to better help business owner’s – and still positively affect each other’s bottom lines.
• Understand the role of an investment banker and how they fit into the core advisory team
• Also gain key takeaways regarding the details of the sale process and factors that contribute to the sale-ability and drive value
Presenter: Trever Acers