Positioning Your Company for an Exit

Understand the strategic decisions that must be made to sell your company; while you prepare yourself and your business for an eventual exit.
Management & Leadership / Succession Planning / Strategy

Format          55 Minute Lesson
Chapters       9
Skill Level     New to Topic
Audience      CEO / President / Managing Director / Managing Partner
Includes       Access for 1 year. Stream on all devices.

Course Description

In this lesson, ExecSense and expert, Bill Black (Chief Financial Consultant & Certified Exit Planner – Exit & Retirement Strategies Inc.), examine what CEOs, Presidents, and their management teams need to know about the best ways to position their company to be acquired, merged, or the many other ways to fully or partially cash out of your business.

Update your knowledge on each of these exit strategies in the current economic environment and learn best practices for what you should start doing right now to position your company for a successful exit strategy

In this 55-minute session, you will learn:

  • Everything you need to know about positioning your company for an exit strategy
  • A comprehensive overview of mergers, acquisitions, reverse-mergers, and other potential exit strategies, including a detailed look at the financial and legal sides of each strategy and how they would impact management, employees, and investors/shareholders
  • Perspective on the pluses and minuses of being acquired, merging, the impact of the current economy on your valuation, chances for a successful exit, the role that investors/shareholders play in an exit strategy, and how to manage expectations
  • The 10 questions most frequently asked by CEOs and their executive team about what factors impact their company’s valuation and attractiveness to buyers (or investors), and what they should be doing right now to best position their company for a successful exit
  • Case studies of other business leaders who have had recent success (or failure) with various exit strategies in the current economic environment, and important lessons that you should learn from their success (or failure) when positioning your own company for a successful exit

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ExecSense Speaker

Bill Black
Chief Financial Consultant & Certified Exit Planner, Exit & Retirement Strategies Inc.
Exit Planning & Strategy


Bill Black’s heroes are Small Business Owners. Bill started his financial services career in 1983, and after 15 years as a Business Planning Specialist with the Principal Financial Group, he started Exit & Retirement Strategies, Inc (ERSI).

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Through ERSI he has helped hundreds of business owners develop Succession. Exit and Transition Plans and utilize their Advisors Teams efficiently.

Bill is also the Founder of ExitCoachRadio.com, consisting of “The Exit Coach Radio Show”, a weekly show that he hosts, and The Exit Coach Network, a series of Advisor-hosted radio shows. ExitCoachRadio.com is “The Information Station for Age 50+ Business Owners”, and offers daily 1 minute Tips, Ideas and Precautions gathered from interviews with hundreds of Advisors, Authors and Thought leaders. All content is recorded and archived in the Audio Library in 35 content file folders so listeners, age 50+ business owners, can learn about business and life issues at any time.

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Get Up-to-Speed on Hot Topics Related to:

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What Customers Are Saying

Well organized, well articulated, and easy to follow...the lesson I attended was the best virtual learning experience I've had in quite some time.

Brian K. MooreInternal Communications Director, Houghton Mifflin Harcourt

Dynamic, up-to-date resource.

Tina FergusonBusiness Owner, Tina & Co.

...convenient and on-point. A notification in my inbox one day, the next day I am listening to an intelligent discussion on a very relevant subject.

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Concise and to-the-point information presented by experts in the subject matter discussed.

John W. JohnsonII Partner, Christian & Small LLP


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