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
