BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Planning Value - ECPv6.16.3//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://planningvalue.com
X-WR-CALDESC:Events for Planning Value
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Chicago
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20250309T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20251102T070000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20260308T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20261101T070000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20270314T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20271107T070000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260430T100000
DTEND;TZID=America/Chicago:20260430T113000
DTSTAMP:20260615T111628
CREATED:20260228T130728Z
LAST-MODIFIED:20260228T131231Z
UID:1792-1777543200-1777548600@planningvalue.com
SUMMARY:The Art of Selling Your Business… When You are Ready Workshop
DESCRIPTION:How to Punch Above Your Weight in the Negotiations\npresented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA \nThe Art of Selling Your Business Workshop is designed to level the playing field for owners on the eve of selling (3-5 years) or transitioning their business. The 90 minutes we spend together will guide you through the process of selling your business\, covering key considerations\, strategies\, and preparations needed for a successful exit. Note: Over 75% of owners surveyed 1 year after their exit\, express regrets. This workshop is designed to prepare you to be a No Regrets Owner. \n\nThings to Consider Before Putting Your Business on the Market: \n\nUnderstand the importance of timing when selling a business; the best time is during a winning streak.\nHow to prepare all necessary documentation\, including legal\, financial\, sales\, and HR records\, to facilitate a smooth sale process.\nWhen to engage professionals for pre-diligence services to ensure compliance and readiness for buyer inquiries.\nHow to Measure the Pros and Cons of selling to a third party or transitioning the business to kids or key people\n\nHow to Build Your Negotiating Leverage: \n\nHow to control the negotiation process by asking strategic questions that begin with “what” to gather insights from potential acquirers.\nWhy is Identifying and listing companies that are actively acquiring in your industry and how to position your business effectively.\nUnderstand the three types of acquirers: individual investors\, private equity groups\, and strategic acquirers\, and tailor your pitch accordingly.\n\nHow to Attract Buyers Without Appearing Desperate: \n\nLearn how to create a “teaser” document that provides an anonymous overview of your business\, highlighting its strengths and financial performance.\nWhen to include financial highlights such as revenue\, growth rates\, and unique investment opportunities to attract interest.\nHow to clearly state your goals for the transaction\, whether it’s a full sale or a minority interest for growth funding.\n\nWriting a Confidential Information Memorandum (CIM) \n\nHow to properly detail your business operations\, unique selling propositions\, and competitive advantages in the CIM.\nHow to Provide financial statements\, including adjusted Profit & Loss for the last three years and projections for the next two years and still keep things anonymous.\nWhy Describing your customer base and management team\, emphasizing their capabilities and the potential benefit to an acquirer is a crucial step.\n\n\nLearn more about the workshop by scheduling a call HERE. \nStructuring the Sale and Negotiation: Punching Above your Weight \n\nLearn about the various transaction structures\, such as earnouts\, consulting roles\, or retaining equity\, to attract a wider range of buyers.\nList potential intermediaries and M&A lawyers\, weighing the pros and cons of each to ensure effective representation.\nConsider adjustments to your financial statements to present a more favorable picture to potential buyers.\n\nPreparing for the Sale Process: \n\nSeparate employees into categories based on when they will be informed about the sale to manage confidentiality.\nReflect on your motivations for selling and ensure you are comfortable with the decision to exit your business.\nKnow the differences between being personally ready to Exit and Financially ready\n\nTom Jordan\, MSFS\, CEPA\, CVBA\nWorkshop Host: \nI am an Exit Readiness Integrator and the Creator of The Exit Readiness Trilogy I solve the #1 problem that business owners face: How to slow down\, work less\, continue to build transferable value and thoughtfully develop the ideal exit strategy in their timeframe and with full control. With over 25 years of frontline experience working with business owners I bring a unique perspective to the exit planning journey for the serious business owner.​​​
URL:https://planningvalue.com/event/the-art-of-selling-your-business-when-you-are-ready-workshop/
CATEGORIES:The Art of Selling Your Business
END:VEVENT
END:VCALENDAR