Skip to content

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.

  • Deal Structures: Understand potential deal structures such as earn-outs, equity roll-overs, and seller notes. 
  • Buyer Types: Review the different types of buyers and what each one is looking for in a deal.
  • Negotiations: Understand how structure impacts price and outcome. With a solid understanding of key deal terms, your clients can walk into negotiations feeling prepared and ready to tackle any potential outcomes. 
  • Avoid Surprises: We’ll discuss how educating your clients beforehand on these topics can save them from costly mistakes, making the sale process smoother and faster. 
0D1A7902
0D1A6232
224A2705

CONTACT US