Lance Rodgers, Co-Chair | Tax & Business Planning Group Creative and Effective Tax Smart Plans for Family-Owned Businesses

The Importance of Pre-Due Diligence to Prepare a Business for Sale or Transition Course: The Prepared Get Their Price: The Importance of Pre-Due Diligence to Ready Business for Sale or Transition Target Audience: Attorney’s, Certified Exit Planning Advisors (CEPA’s) and Business Advisors Course Description: An in-depth review of the pre-due diligence process to maximize business value and ensure a seamless sale and transition. Preparing a business for sale in today’s complex marketplace requires an approach that goes beyond traditional due diligence. This course presents a proven process that evaluates potential risks, validates investment return and identifies opportunities to enhance business value in preparation for business sale or transition. Objective: Equip participants with the knowledge, tools and best practices to effectively conduct pre-due diligence processes for lower middle market companies. Outcomes: 1) In-depth understanding of the pre-due diligence process, its importance, and its implications for lower middle market companies 2) Application of pre-due diligence concepts in real-world scenarios, anticipate potential challenges and strategies for effective pre-due diligence. 3) Tool to allow participants to accurately identify and prioritize all relevant documents and data sources essential for an effective pre-due diligence process. 4) Post course resources and support for insights, and continuous learning to refine their pre-due diligence approach. Tools: 1) Pre-Due Diligence Checklist - Mini Attorney Credits Link - TBD