Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
When selling a business, understanding the potential deal structures and the terminology is crucial. Many business owners don’t know the types of buyers they want to sell to, and each buyer type will have different requirements. By educating your clients on concepts like earn-outs, equity roll-overs, and seller notes, you help them prepare for what to expect, making the process more efficient. If clients are familiar with these concepts, they can approach the sale with confidence, avoiding surprises and ensuring a smoother transaction by finding the right buyers, not just any buyer.
- Educate your clients so that they can make the right choice on exiting their business