• Plenary

You Gotta Let Me Know: Should I Sell Or Should I Grow?

September 24, 2024 · 08:40 AM – 09:25 AM

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Moderator

Adnan Iqbal

Adnan Iqbal

Managing Director

Montminy & Co

Panelists

Matthew Langsford

Matthew Langsford

Senior Wealth Advisor

CG Wealth Management & Business Owner Solutions Group

Anna Peterson

Anna Peterson

Founder

Zenimal

Austin Neudecker

Austin Neudecker

Partner

Weave Growth

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, talent shortages, high interest rates, etc.) might affect your analysis and the potential timing of each alternative transaction structure.

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