According to a recent survey of over 200 business owners, 80% say they want to stop working in their businesses within the next decade, with 53% planning to sell or transfer ownership. Yet, only 20% have formalized their exit strategies in writing,* leaving many business owners unprepared for the transition. Whether you inte
nd to sell, transfer, or close your business, having a strategy in place is essential. The earlier you start planning, the more control you’ll have over your transition.
Join us for our April Roundtable, “Exit Smart: Navigating the Last Chapter of Your Business Journey,” where expert advisors will walk you through the essential steps for planning a successful exit.
During the 60-minute session, you’ll learn:
- How to accurately assess your business value to enhance your company’s market worth
- How goodwill—your company’s reputation, relationships, and brand equity—affects business valuation and sale negotiations.
- Key steps to prepare for a smooth transition, ensuring financial and operational stability.
- How to determine the right exit strategy based on your financial goals, lifestyle, and long-term vision.
- Why assembling a trusted team of advisors is essential for making informed decisions to guide your exit strategy.
Who Should Attend?
- Entrepreneurs and business owners contemplating an exit
- Anyone interested in understanding the complexities of selling or transitioning a business
Event Details:
Format: Zoom
Date & Time: April 8th, 12pm ET
Successful exits don’t happen organically—they require planning and the right strategy. Join us to get the insights you need to make smart, confident decisions about your business’s future.
About the Speakers:
Walter J. Szymanski, Director Everingham & Kerr
Walter is the Director at Everingham & Kerr, where he helps business owners navigate mergers, acquisitions, and exit strategies. Before joining the firm in 2015, he worked in investment banking, where he developed leads, maintained client relationships, and worked on sell side assignments. Walter also spent 20 years with a family run architectural woodworking company, where he oversaw operations, finance, and contract negotiations before successfully selling the business in 2008. That experience, along with years of managing regulatory, payroll, and insurance matters, gives him a unique perspective on the challenges business owners face when planning their exit. Walter holds a BA in Finance and is a Merger & Acquisition Master Intermediary (M&AMI), a Certified Business Intermediary (CBI), and a certified Financial Modeling and Valuation Analyst (FMVA).
Damien Weinstein, Co-Founder and Managing Partner, Weinstein + Klein
Damien is a Co-Founder of Weinstein + Klein, a firm that serves as outside general counsel to entrepreneurs and business owners. As Managing Partner of the firm’s Corporate/Transactional Group, he leads a team focused on M&A, complex contracts, and business advisory services. An entrepreneur himself, Damien understands the legal challenges that come with growing, selling, and transitioning a business. His decade of litigation experience gives him a unique edge, enabling him to anticipate risks and craft proactive legal strategies that help clients protect and maximize the value of their businesses.
Chief Visionary Officer, C3Workplace
Donna Miller is the founder and president of C3Workplace, where she leverages her experience growing a multi-location business to help others scale their organizations. Renowned for her thought leadership, she has been honored with numerous awards and is an influential voice on empowerment in the business community. Donna actively contributes to several chambers and advisory boards and is a highly sought-after speaker across the state. She is a contributing author of the book “Big Bold Business Advice From New Jersey Women Business Owners,” and was also a featured interview with Dun & Bradstreet B2B.
*https://exitplanning.com/exploring-exit-planning-trends-2022-business-owner-survey
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