EPI SD 2025 – July 9 – Investigating Exit Options from Various M&A Expert Perspectives

Researching all exit options focuses on more than just the sale – and it can be difficult to identify the exit option that aligns with the owner’s personal, financial, and business needs. Join us for an interactive discussion with this team of experts who help different types/sizes of owners, from micro to mid-market and above, sell and buy side, from the beginning to the end of the transaction.  Gain clarity and language you can directly apply to your practice.

Learning Objectives:

  • Identify the various exit options and how to help owners identify the best one for their unique situation
  • Understand the importance of building a business that is independent of the owner
  • Prepare and bring together the transition advisory team
  • Determine next steps after vetting exit options

(Purchase of this product will include a link to the video presentation and an audio presentation.)

Presented by: Channing Hamlet, Eric Landis, Dave Harvey, and Jenny Tran

 

This product can only be viewed by members.