Getting the Most When Selling a Business: Little Details to Get Top Value

Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.

Learning Objectives

Identifying the key considerations when preparing to exit the business to achieve optimal sales price
Understanding some of the key issues to consider when preparing to sell a business

Major Topics

What do buyers really want?
Steps to take so your business will be attractive to buyers
The process to prepare for a sale
- The steps and timing
Pitfalls to avoid
The value of a strong advisory team
Key considerations

CPE Credits Available

2 CPE

2: General

Things to Know About This Course

Course Level

Intermediate

Prerequisites

At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university. Best suited for those who work with an organization that may be sold within the next five years.

Advanced Preparation

None

Intended Audience

CEOs, Corporate Financial Leaders, Corporate Financial Managers, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in learning how to prepare a business to be sold.

May 18, 2026