FRIDAY, SEPTEMBER 11, 8:15am - 10:30am

IN-PERSON PEER GROUP

Getting Your Business Ready For Any Transaction with Terry Mocherniak of Apex Capital Advisors
Whether you are getting ready to sell your business, creating a succession plan for family or management, doing a major financing or just wanting to be ready when a buyer comes knocking, this session will help you be prepared for any transition.
Topics May Include:
  • Getting your financial and corporate structure in order (including tax planning)
  • Financial reporting and CFO best practices required for any transaction
  • Getting your legal and HR house in order
  • Having a scalable operating system with SOPs and playbooks
  • Having a repeatable sales and marketing system
  • Building a revenue model that optimizes valuation
  • Creating a management succession plan

 REGISTER

Peer Group Sponsored By: