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

Transition & Exit Planning: Planning and Executing a Sale & Other Exit Strategies


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

To view this webinar for CLE/CPE credit, click here.

You’ve been running your business for quite some time now.  While you haven’t made it to the cover of Fortune, you have made a pretty good success of it.  But you’re ready to move on to greener pastures.  Do you have children you can pass the business on to?  Or maybe employees you can sell to?  Otherwise, how do you find a buyer?   What do you need to do to get your business ready for sale?  What are the different types of buyers for businesses?  Do you have the type of business in which private equity might be interested?  This webinar takes you on a tour through the world of mergers & acquisitions, exploring some of the features of these transactions and what you as seller might expect in terms of payments and potential liabilities.  We also make brief stops in initial public offerings and dissolutions.

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

Partner: West LegalEdcenter

Meet the Panel:

David Lorry

David S. Lorry is a Managing Director & Senior Counsel ...

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David Sikes

David Sikes advises clients in the areas of mergers and ...

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Jared Hanley

Jared Hanley is a Principal with Brereton, Hanley and Company ...

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Peter Feinberg

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

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Robert Londin

A partner in his firm’s Corporate and Commercial Transactions Group, ...

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