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Maximizing Your Business Value: The Power of Strategic Exit Planning


September 19, 2023    
11:30 am - 1:30 pm


Bookings closed


First United Bank - McKinney Craig Ranch
6401 S. Custer Road, McKinney, TX, 75070

Are you a forward-thinking business owner with an eye on the future? If you’re considering selling your business, whether in the coming months or years, this presentation is tailored just for you.

Join us for an informative session designed to equip you with the essential knowledge and strategies needed to maximize the value of your business when the time comes to sell. Whether you’re thinking of retirement, pursuing new ventures, or simply want to ensure a smooth transition, this seminar will provide invaluable insights and guidance.

Key Topics to be Covered:

  1. Developing an exit strategy: Learn how to create a roadmap for selling your business on your terms, even if you’re not ready for an immediate sale.
  2. Enhancing business value: Discover proven techniques to increase the worth of your business, making it more attractive to potential buyers in the future.
  3. Financial planning for a successful sale: Understand the financial considerations involved in selling a business and how to optimize your tax position.
  4. Building a strong management team: Learn how to cultivate and empower a capable team that can seamlessly take over the reins when the time comes.
  5. Legal aspects: Gain insights into the legal considerations associated with selling a business and how to navigate them effectively.

Don’t miss this opportunity to gain a competitive advantage in the future sale of your business. Our expert speakers will share their expertise, real-world experiences, and practical advice to help you make informed decisions.





Harold McLeod 
Senior Vice President
Commercial Loan Officer

Rochelle OBrien
Merger & Acquisition Master Intermediary
Certified Business Intermediary
Board Certified Broker


Bookings are closed for this event.