Description

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