A Guide to a Smarter Exit Plan

            Pre-Sale Planning, Valuation Drivers,              and Maximizing Business Value

Agenda:  This session will examine the wave of ownership transitions known as the “Silver Tsunami” and its impact on privately held businesses in today’s competitive M&A market. Michael and Todd will outline a practical roadmap for aligning exit goals with value creation, including key valuation drivers such as EBITDA, improving financial reporting and profitability, reducing concentration risk, strengthening management depth, and addressing potential due diligence issues before going to market. 

Presenters:  Michael Waddell & Todd Plyler, CPA