Whether you are planning to transition your business in the near future or just beginning to think about your long-term goals, having a well-thought-out strategy is the first step toward a successful and profitable exit. This three-part webinar series is designed to guide business owners through each critical stage of the succession journey.
Join Dyanne Ross-Hanson, CEPA®, CFP®, ChFC, CLU, Senior Consultant at BGM, Cory Parnell, CPA, Principal at BGM, Blake Johnson, Director at SealedBid, and Heidi Carpenter, JD, CEO and Shareholder at Fafinski Mark & Johnson, P.A., as they share real-world insights, strategic guidance, and actionable steps to help you explore your options, build internal readiness, and execute your transition with confidence.
We’ll explore how to execute your chosen exit plan, navigate the due diligence and deal process, and ensure the right advisors are in place to protect your interests and maximize your outcome.
What You’ll Learn:
- Assembling Your Deal Team: Why working with experienced legal, financial, and M&A advisors is crucial to a successful outcome. And what to look for when building your team.
- Avoiding Deal Disruption: Common execution pitfalls and how the wrong advisors can derail your transition
- Understanding Deal Structure: Navigating buyer expectations, diligence demands, and value drivers during the deal process
- Post-Transition Planning: Setting yourself up for success after the deal: personally, financially, and professionally
Register now to discover how to execute your exit strategy with confidence and clarity. A recording will be provided to all registrants, even if you’re unable to attend live.
Succession Success: Profiting from your Business Exit
When
Date: Wednesday, October 22, 2025
Time: 1:00 PM – 2:00 PM ET
Where
Link to Zoom provided after registration
