• Breakout

You’ve Decided To Sell, Now What? – Understanding The Next Steps 

September 24, 2024 · 01:25 PM – 02:15 PM

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Moderator

Mackenzie Regent

Mackenzie Regent

Managing Partner

Kalos

Panelists

Neil Cohen

Neil Cohen

Founder & CEO

Quantum CFO Advisory and Services LLC

Kyle Malmstrom

Kyle Malmstrom

Managing Director

Centura Wealth Advisory

Eliot Peters

Eliot Peters

Principal

RA Capital

It’s time to figure out a strategy to sell your business but you’re not sure where to start.  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?