Upcoming Panel Discussion for Business Owners

The decisions you make today can have a meaningful impact on the future value of your business. Understanding what drives that value, where potential risks may exist, and how a future buyer might view your business can give you more time and options to prepare.

We hope you will join us for our upcoming in-person panel discussion, exclusively for business owners.

We’re bringing together a Certified Exit Planning Advisor (CEPA®), Certified Valuation Analyst (CVA®), and business attorney to share their perspectives and practical insights for business owners.

Whether a transition is years away or not yet on your radar, this conversation can help you think more intentionally about the value you're building and what you want your business to provide in the future.

Discussion Topics:

• What sophisticated buyers evaluate before making an offer
• How leadership, operations, and planning impact value
• Common gaps that reduce business attractiveness
• Strategies to strengthen long-term business value
• How thoughtful preparation creates more flexibility and control