A review of the factors that a business owner should consider in planning to get the best long term value for their business

As a business owner, it is important to have a plan to maximize the overall return you achieve on the capital, time and energy you invest in your business. Deciding whether and when to sell all or a portion of your business will help determine your success. Key considerations include (i) the number of years you are willing to commit to the future management of the business; (ii) the depth of your management team; (iii) your personal appetite for risk; and (iv) the marketability and scalability of your business. During this session we will explore each of these topics and review:

• Alternative transaction structures and approaches, including sales to a strategic buyer, management buy-outs and private equity sponsored deals
• Tips for increasing financial sustainability for the long term (for you or a future buyer) through diversification, greater market share, potential synergies and cost reductions 
• Red flags that will set potential investors or partners running 
• How the current environment (economic uncertainty, supply chain issues, talent shortages, high interest rates, etc.) might affect your analysis and the potential timing of each alternative transaction structure.