The Right Time to Sell Your Business

Aligning your Industry, Business, Personal & Family Clocks

Transition planning is one of the most important issues facing any business owner. Too often, a business owner pursues an exit when one or more of the “clocks” is not aligned, which may result in a sub-optimal value, delays, or even cancellation of the transaction.

The key to maximizing the value of your business and preparing you and your family for “life after the sale” is aligning the Three Clocks - Industry, Business, and Personal & Family.

This webinar series brings together the extensive experience of business transition specialists in three panels to discuss the three clocks and how to gauge ‘what time it is’ on each clock associated with your potential ownership exit.

Business owners and their advisors will gain insights from these experts to help avoid common pitfalls and learn how to prepare well in advance for a successful sale.

A Three-Part Webinar Series

The Industry Clock: Is your industry favorable to potential buyers?

June 1 9:00 AM ET

Watch the recording of the webinar to learn more about the industry factors, challenges, and opportunities that may affect the value of a business.

Host

Jeremy Kuhlen, CFP®, CRPS®, AIF®, Principal & Senior Wealth Advisor, The Colony Group

Speakers

Patrick Morin, Partner, Transact Capital Partners
Gary Wallace, CPA, Managing Partner, Keiter
Jim Weinberg, Chairman, Hirschler Law
Greg Waller, Ph.D, CVA, Managing Partner, Cornerstone Valuation

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The Business Clock: Have you optimized the most important value-drivers for your business?

June 22 9:00 AM ET

Host

Jeremy Kuhlen, CFP®, CRPS®, AIF®, Principal & Senior Wealth Advisor, The Colony Group

Speakers

John Selbach, Partner, Co-Chair of Business and Corporate Law Section, Whiteford, Taylor & Preston
Scott Zickefoose, CPA, CM&AA, Transaction Advisory & Tax Partner, Keiter
Bryan Burden, Managing Director, Marriott & Co.
Kelli Meadows, CPA, CCIFP, Partner, Meadows Urquhart Acree & Cook

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The Personal & Family Clock: Are you and your family well-positioned for a successful future post sale?

July 13 9:00 AM ET

Host

Jeremy Kuhlen, CFP®, CRPS®, AIF®, Principal & Senior Wealth Advisor, The Colony Group

Speakers

Jen Flinchum, CPA, CFP, Partner, Keiter
Marshall Rowe, Co-President, Business Owner Services, Managing Director of Northern New England

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FEATURING YOUR HOST

Jeremy K. Kuhlen, CFP®, CRPS®, AIF®

Jeremy K. Kuhlen, CFP®, CRPS®, AIF®

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Speakers

Bryan Burden
Investment Banker

Bryan Burden

Marriott & Co.
Managing Director
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Jen Flinchum, CPA, CFP
CPA

Jen Flinchum, CPA, CFP

Keiter
Partner
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Kelli Meadows, CPA, CCIFP
CPA

Kelli Meadows, CPA, CCIFP

Meadows Urquhart Acree & Cook
Partner
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Patrick Morin
Investment Banker

Patrick Morin

Transact Capital Partners
Partner
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Marshall Rowe
Family Wealth Advisor

Marshall Rowe

The Colony Group
Co-President, Business Owner Services, Managing Director of Northern New England
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John Selbach
M&A Attorney

John Selbach

Whiteford, Taylor & Preston
Partner, Co-Chair of Business and Corporate Law Section
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Gary Wallace, CPA
CPA

Gary Wallace, CPA

Keiter
Managing Partner
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Greg Waller, Ph.D, CVA
Valuation Specialist

Greg Waller, Ph.D, CVA

Cornerstone Valuation
Managing Partner
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Jim Weinberg
Corporate Attorney

Jim Weinberg

Hirschler Law
Chairman
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Scott Zickefoose, CPA, CM&AA
CPA & M&A Advisory

Scott Zickefoose, CPA, CM&AA

Keiter
Transaction Advisory and Tax Partner
View Full Bio
Book image

Attend and receive a copy of our book!

In 'Your Next Adventure: Planning for Life After the Sale of Your Business,' we show you how to craft a robust transition strategy that considers your business, personal, familial, and community needs. From pre-sale to post-sale, we will help you plan ahead, assemble the right professional advisors, and incorporate your values, legacy, and loved ones into every choice you make.

Speak to an Advisor

Prefer to connect, today? Great — drop us your contact info and we will reach out to discuss our perspectives and your possibilities.