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 15 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?

March 24 8:30 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

Marshall Rowe Co-President, Business Owner Services, Managing Director, Northern New England, The Colony Group

Speakers

M&A Advisor: John-Michael Girald, Peloton Advisory, LLC
Private Equity Investor: John Snow, Managing Director, Quabbin Capital
Business Owner/Strategic Buyer: Bob Goldstein, Co-Founder & Board Member, Single Digits
CPA: Mike Jurnak, Principal, CPA, Berry Dunn

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

May 12 8:30 AM ET

Your business has been the hub and economic engine generating cash flow for you and your family. As you approach the decision to sell the business, identifying key value drivers and taking steps to improve them may help to drive up the price and may help you realize your post-sale lifestyle and financial goals.

Our panel of experts will explore how to shift as much potential value to the business owner’s side of the equation in advance of entering into any discussions with a buyer by focusing on the key value drivers for your business. You will hear the perspectives of our industry professionals, who will answer:

  • What are the critical value-drivers business owners should focus on during the T-5 period?
  • How and when should an owner build their team of ‘transaction’ advisors?
  • Does the type of business entity influence net proceeds from a sale?
  • How does the business owner’s day-to-day involvement impact the potential sale price?
  • What are the key tax considerations in a business sale?
  • To whom and when do you share plans to sell?
  • What are some key ‘lessons learned’ in preparing a business for sale from an experienced former business owner?
Host

John Weeks, CExP, Managing Director, Family Wealth & Business Transition Planning, The Colony Group

Speakers

Investment Banker: Robert MacLeod, Bigelow
Corporate Attorney: Patrick Closson, Director, Chair of Corporate Department and Chair of Healthcare Group, McLane Middleton
CPA: Jody Holt, Co-Founder & CEO, Kincern Inc.
CPA: Karl Heafield, Principal, Baker, Newman, Noyes
Private Company Board Member: Mike Burnell

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

June 16 8:30 AM ET

Preparing yourself and your family for life after the sale is often overlooked as owners typically focus their energies only on the business aspects of the transaction. We have experienced situations where the Industry and Business Clocks were ready, but the owner and family blocked the sale at the last minute because they were not prepared.

In our final webinar, our panel will discuss building a strategy for a meaningful and satisfying life for you and future generations as you transition from running an operating company to managing a “financial” company. Some of the questions the panel will address are:

  • What are the common traits that contribute to a successful future after a business transaction?
  • Why is having a vision of life post-sale so important before deciding to sell?
  • What are some of the most important questions to answer before moving ahead with a sale?
  • How can philanthropy contribute to a family’s success after the sale?
  • Should future estate planning be on the table as the deal is structured?
  • What are some key ‘lessons learned’ from an experienced former business owner?
Host

Jim Fitts, CFP®, Senior Wealth Advisor, Managing Director, Business Owner Services, The Colony Group

Speakers

Business Owner: Paul Amato, former owner of Alene Candles
Family Wealth Advisor: Indrika Arnold, CFP®, Senior Wealth Advisor, The Colony Group
Estate attorney: Amy Kanyuk, McDonald & Kanyuk
Philanthropy advisor: Richard Peck, Vice President of Development and Philanthropy Services, New Hampshire Charitable Foundation

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FEATURING THE AUTHORS OF

Your Next Adventure: Planning for Life After the Sale of Your Business

Marshall G. Rowe

Marshall G. Rowe

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James Fitts, CFP®

James Fitts, CFP®

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John F. Weeks, CExP

John F. Weeks, CExP

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Speakers

Paul Amato
Business Owner

Paul Amato

former owner of Alene Candles
Indrika Arnold, CFP®
Family Wealth Advisor

Indrika Arnold, CFP®

The Colony Group
Senior Wealth Advisor
View Full Bio
Mike Burnell
Private Company Board Member

Mike Burnell

View Full Bio
Patrick Closson
Corporate Attorney

Patrick Closson

McLane Middleton
Director, Chair of Corporate Department and Chair of Healthcare Group
View Full Bio
John-Michael Girald
M&A Advisor

John-Michael Girald

Peloton Advisory, LLC
View Full Bio
Bob Goldstein
Business Owner/Strategic Buyer

Bob Goldstein

Single Digits
Co-Founder & Board Member
View Full Bio
Karl Heafield
CPA

Karl Heafield

Baker, Newman, Noyes
Principal
View Full Bio
Jody Holt, CPA
Business Owner

Jody Holt, CPA

Kincern Inc.
Co-Founder & CEO
View Full Bio
Mike Jurnak
CPA

Mike Jurnak

Berry Dunn
Principal, CPA
View Full Bio
Amy Kanyuk
Estate Attorney

Amy Kanyuk

McDonald & Kanyuk
View Full Bio
Robert MacLeod
Investment Banker

Robert MacLeod

Bigelow
View Full Bio
Richard Peck
Philanthropy advisor

Richard Peck

New Hampshire Charitable Foundation
Vice President of Development and Philanthropy Services
View Full Bio
John Snow
Private Equity Investor

John Snow

Quabbin Capital
Managing Director
View Full Bio
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Learn more about your clocks

Registrants who are confirmed as attendees at a live webinar will receive a complimentary copy of the book.

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