Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Roadmap to Selling a Business or Taking on Outside Investors


A  business is a founder’s baby – the founders created it and worked tirelessly to make it successful.  Deciding it may be time to sell all or part is the easy part – acknowledging and addressing the financial and emotional issues can be challenging.

Negotiating with potential buyers or investors is time intensive, to say the least.  Positioning a business for a value maximizing transaction requires planning. What professionals need to be engaged?  How do the parties come to a valuation? What is the profile of the likely investor or buyer? These are just some of the questions this webinar addresses.   

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

David Lallouz

David R. Lallouz is a partner in Tannenbaum Helpern's Corporate, ...

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Jay Reilly

With his private practice and in-house experience, Jay Reilly, Counsel ...

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Michael Schwarzmann

Michael Schwarzmann has over 20 years’ experience helping identify opportunities ...

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Stephen Wrobel

Stephen Wrobel has over 25 years of experience in investment ...

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Steven Stralser

Steven Stralser is Professor Emeritus at Thunderbird School of Global ...

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