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Part 1: How to Sell Your Business With Confidence

Join Zac Ritchey, a Private Wealth advisor and partner, and Andy Harris, a recognized leader in mergers and acquisitions, for an insightful discussion on essential strategies for business owners preparing for a successful sale or transition. Drawing from their extensive experience, Ritchey and Harris discuss effective approaches for maximizing the value of small to mid-market businesses. 

This session is crucial for any business owner or entrepreneur contemplating a sale or transition. You’ll take away pivotal advice for a strategic exit that aligns with your personal, family, and business goals. 

You Will Learn:

  • The optimal timing for initiating your transition and primary considerations.
  • Essential partners to involve on your transition team. 
  • The typical timeline for a successful business sale. 
  • Strategies for attracting the ideal buyer and maximizing the value of your business.
  • The impact of the current M&A environment on buyers and sellers. 

Event Hosts

Andy Harris, STS Capital Partners
President, North American Strategies

Zac Ritchey, CFP®, Private Wealth Asset Management
Partner/Managing Director

This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice. It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied. Please note that PW or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced.

Investing involves risk, including loss of investment principal. Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss.

PW and Fiducient Advisors are independent entities. There is no form of partnership or legal affiliation between PW and Fiducient Advisors nor is such a relationship created or implied by the information herein.

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Investment Advisory Services offered through Private Wealth Asset Management
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