LAB-P-2505. So You Want To Sell Your Firm? Tactical Considerations from the Person Who Buys Them, presented by Platform

Thinking about selling your firm? Unsure where to begin or what you need to consider? Confused by the increasingly saturated marketplace, where private equity and consolidators seem to multiply daily?

As the head of corporate development for Platform Accounting Group, I've successfully negotiated and shepherded 40+ deals with boutique firms. I have deep expertise and experience in what makes a deal work well, and how firms can best set themselves up for success as they go to market. And I know the more you know about the current landscape and what to anticipate, the more likely it is you'll end with the right deal and partner for you.

You’ve put blood, sweat, and tears into building your boutique firm. Finding the right next step is essential to its longevity, growth, and your peace of mind. You need the right information and clear tools to navigate today's increasingly complex market. Let’s dive into all of the tactical things you must consider as you look to sell, from how to value your business correctly, to what to look for and how to get connected to a potential partner, to how to make sure you're structuring a deal that's right for you and your needs.

Learning Objectives:

• Identify tactical considerations involved in selling your firm.
• Recognize the process from the buyer's perspective.
• Recall how to strategically position your firm for a successful acquisition.