• Breakout

Selling A Business 101: Exploring The Basic ‘Who, When, What & How’ Of Transition 

April 22, 2025 · 10:45 AM – 11:45 AM

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Moderator

Mark Saidi

Mark Saidi

Vice President Risk Management

Roynat Capital

Panelists

Brandon Comstock

Brandon Comstock

Founder

(Sold Landscapers By Nature Ltd.)

Matthew Langsford

Matthew Langsford

Senior Wealth Advisor

CG Wealth Management & Business Owner Solutions Group

Don Montgomery

Don Montgomery

Founder & Sr. Advisor

True North Mergers & Acquisitions

You’ve decided to sell, now what?

Explore the key considerations and tactical steps to ensure a successful transition as you navigate this critical phase of your entrepreneurial journey. Do you hire an advisor or banker, and what are the pros and cons of different approaches? How do you best prepare for the process (e.g., getting a data room set up, gathering information, building a forecast model, preparing a pitch deck, aligning your senior executive etc.)? How do you find potential buyers or create a bidding process? What are the pros and cons of pursuing a strategic buyer versus financial buyer?

In this session you will learn:

  • Identifying the right buyer
  • Timing
  • Negotiation strategies and deal structuring
  • Transition planning

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