Beyond the Purchase Price: Structuring the Sale of Your Business Without Regrets
Program Details
This program is perfect for:
- Founder-led businesses considering a future sale
- Entrepreneurs preparing for succession or transition
- CEOs and CFOs thinking about valuation and deal readiness
The audience will leave with:
- Awareness of common deal mistakes that erode purchase price, post-transaction satisfaction, or both
- A clear understanding of asset vs. stock sales and why structure matters
- A checklist for preparing a business before entering negotiations
- Strategic questions to ask yourself and the potential buyer before signing a term sheet or Letter of Intent
Program Summary:
One of the most consequential financial, strategic, and emotional decisions that a business owner will ever make is whether and when to sell the business. But many entrepreneurs approach their exit focused solely on purchase price, without duly considering the legal, operational, tax, and workforce implications that ultimately determine whether they’ll regret the after the excitement of closing has worn off.
In this session, Kristen Nugent explains the real-world business, legal, structural, and personal considerations that shape valuation, negotiation leverage, liability exposure, post-sale outcomes for seller and staff, and much more. Drawing from her work advising closely held private companies, founder-led startups, and healthcare practices, she provides practical insights for preparing a company (and preparing oneself!) for sale, whether the transaction is imminent or years away.
Program content is designed for a broad audience of executives and entrepreneurs across industries, but it also can be customized to address the specific dynamics and market realities of a particular field.
Format: 20 - 60+ minutes; in-person or online.
Also available as a customized intensive half-day or full-day workshop.