“How to Prepare for a Successful Exit… and Avoid Costly Mistakes” 

Speakers:

• Host Speaker: Robert Hild, ACT Capital Advisors
• Guest Speakers: Lizzie Hollis and Seton McAndrews, Freestone Capital Management

Master Class Agenda:

Networking: 10:00 – 10:30 AM

Seminar Begins: 10:30 AM

Morning Session:

• Welcome + Opening Remarks
• The Current State of M&A
• Exit Options Overview
• Valuations
• 7 Things to Enhance the Value of Your Business

Lunch Break: 12:00- 12:45 PM

Session Resumes from: 12:45 PM – 2:30 PM

Essential Pre-Sale Planning Opportunities with Q&A: 12:45 – 1:30 PM

(Guest Presentation by Freestone Capital Management)

Founded in 1999, Freestone Capital Management is a Seattle-based wealth planning and investment advisory firm with offices throughout the West Coast. Freestone serves high-net-worth individuals and families – including many business owners and executives – by delivering comprehensive wealth planning and sophisticated investment strategies designed to preserve and grow capital responsibly.

1:30 – 2:30 PM:

• The M&A Process
• 12 Common Mistakes to Avoid When Selling Your Business, including:
  • Accepting an Unsolicited Offer
  • Relying on Only One Offer
  • Trying to Do It Yourself
  • Having Unrealistic Pricing Expectations
    (Plus 8 other critical missteps you’ll learn to avoid)
• Negotiating and Structuring a Deal

Attendance is limited to ensure an intimate, high-value discussion. The Master Class is free, and a complimentary lunch and refreshments will be served.