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

Legal and Practical Advice – Roadmap to Selling your Business


You can view the accompanying slides for free by clicking the “On Demand” button below.

Selling your business isn’t like selling your car.  A value maximizing process takes months of planning before you seek buyers, and a well prepared set of documents help to entice buyers.  Planning includes seeking to optimally present the opportunity: are there key customers you want to put into long term contracts? Are there expenses you can eliminate to increase EBITDA and Free Cash Flow? Do you want to extend a contract or lease to provide stability or do you want to allow the buyer flexibility to merge operations and achieve synergies?  Is your likely buyer a financial or strategic party?  How does understanding your company and your buyer help you to position the opportunity and compile the diligence information?  Do you need a business broker, an investment banker, or just a lawyer?  This Financial Poise webinar helps you to anticipate the opportunities and pitfalls.

Principal Audience: Attorneys and Advisors, Business Owners and Executives

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Mark Miller

Mr. Miller is a partner and chair of the Business ...

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Michael Schwarzmann

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

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Peter Feinberg

Peter Feinberg has more than 25 years’ experience representing primarily ...

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Trisha Lotzer

Ms. Lotzer's expertise as an entrepreneur as well as her fifteen years ...

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