Exit & Succession Planning

Thinking about retiring or selling your business one day? Whether that’s soon or still years away, now is the time to start preparing. In this webinar, PBO Advisory Group brings together professionals from investment banking, accounting, and finance to break down what business owners need to know about succession and exit planning. From boosting business value to understanding funding options, this session covers key steps to set you up for a smooth and successful transition. Topics include:

  • When to bring in an investment banker—and what they actually do
  • How to increase the value of your business before selling
  • Ways to identify and attract the right buyers or successors
  • Funding strategies for buyers and owners
  • How to prepare for due diligence
  • Tax considerations to think about early
  • What lenders look for when financing a purchase
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Maximizing Business Tax Credits
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Year-End HR and Accounting Checklists

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