How do you respond when someone expresses interest in acquiring your company? This presentation includes guidance on how to help your client respond to the interest, how to assess if a sale at this time will help your client achieve their objectives, and how to navigate the process should they determine to take the next step. Greg will provide real-world insight and a few simple exercises to determine the factors that matter most to achieve a “successful” sale. This pragmatic dialogue will strengthen your ability to assess and help your client take advantage of these exciting opportunities when they occur.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Greg Banner, CFP®, CLU®, CRTP and Trever Acers, Managing Director of Objective Capital