Event
SW Webinar Recording

Pre-sale exit planning: Setting up for a successful exit

From planning to execution and beyond. Find the perfect exit opportunity with S&W.

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This recording tackles the important stage of pre-sale exit planning. What does getting exit-ready mean? Understand the importance of business value, discover tax planning considerations, and learn about common pre-sale pitfalls and how to avoid them.

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Agenda

During this recording our panel of experts discuss:

  • What “exit-ready” really means and defining your ideal exit ready”
  • Understanding business value and identifying value gaps
  • Key financial, operational and governance preparations
  • Strengthening leadership and reducing owner dependency
  • Tax planning considerations and timing your exit
  • How to choose the right advisers
  • Creating a clear exit roadmap and timeline
  • Preparing the business narrative and buyer proposition
  • Common pre-sale pitfalls and how to avoid them

Our speakers