What Will I Learn?

Information is just that … information.
However, information that is transformed into practical knowledge … is POWER!

Our approach is to provide sellers with "practical knowledge" by integrating four disciplines into a contiguous process. In so doing, the seller can envision each step taken, on his own behalf, and how what is produced in each phase continues to add value to his or her company and to the ultimate goal of selling their business.

Should I sell? What will I learn to help me decide?

  • Best time to sell
  • Pre-sale financial planning
  • Different types of buyers
  • Legal, accounting and marketing issues
  • The M&A process
  • Time necessary to complete the sale
  • Getting started
  • Tax implications
  • Preparing for the sale
  • Resources required

I have decided to sell my business.
What will From Work to Wealth teach me?

  • How price is determined
  • How to begin the process
  • How to determine "the best deal"
  • What to consider about your personal financial future
  • How deal structure affects price
  • How to analyze stock, notes and other non-cash consideration
  • How to handle management transition and exit

I am already in the process of selling my business.
How can I benefit from the workshops?

  • Learn how to avoid common deal busters
  • Learn how to maintain your negotiating leverage throughout the sale process
  • Learn how various common document provisions affect your net proceeds
  • Learn how to avoid post-sale liability
  • Learn how to invest you proceeds based on your specific future financial needs and goals
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