Education for Business Owners and their Professional Advisors

Exit Strategies’ executive briefings are 1-3 hour workshops on essential topics presented by our staff or subject matter experts within our network. Topics originate from our years of experience guiding businesses through profitable growth and successful exits, acquisitions and mergers.

Executive briefings are held at our Petaluma office in a small group setting.  Most briefings are free of charge. For confidentiality, we strictly limit attendance to one participant per business type and pre-register all participants.

Sample Topics:

  1. Maximize the Value of Your Business
  2. Examine your exit options and define your exit objectives
  3. Contingency planning for business owners and their families
  4. Understanding Business Appraisals
  5. Successfully transferring a business to children or employees
  6. Steps to preparing a business for sale within 3 months
  7. Steps to building enterprise value and marketability over 3 years
  8. Maximizing value through a systematic, strategic selling process
  9. Internet Marketing 101 (SEO, PPC, analytics, social media, Email marketing)
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