Year-End Strategy for Business Owners: Sell, Stay, or Strengthen

As year-end approaches, business owners face critical decisions that can shape long-term success. Whether you’re considering an exit, preparing for growth, or simply unsure which direction to take, this session will equip you with the clarity and strategy you need.

What You’ll Learn

Market Snapshot & M&A Landscape
Understand what’s driving deals today, including interest rate changes, tax policy considerations, buyer appetite, and current sell-side/buy-side trends—supported by real-world examples.

Are You Ready to Sell?
Learn the key indicators of sell-readiness, the factors buyers prioritize, and how to prepare your business for a smooth due diligence process. Includes a case study on a successful exit.

Not Ready to Sell? Why a Valuation Still Matters
Explore how valuations uncover risk, strengthen operations, guide succession planning, support financing, and align shareholders—even if you’re not planning to sell immediately. Real-world transformation case included.

Action Steps Before Year-End
Get tactical guidance on tax planning, financial statement cleanup, and operational/legal readiness to set your business up for a strong year ahead.

Who Should Attend

• Business owners considering a sale in the next 1–5 years
• Owners focused on strengthening operations and increasing value
• Leaders involved in financial, strategic, or succession planning
• Advisors supporting business owners

Speakers:

• Keith Carlson, Managing Director of M&A Services, Dean Dorton
• Josh Shilts, CPA, ASA, ABV\CFF\CGMA, CFE, Forensic & Valuation Services Director, Dean Dorton

Don’t miss this opportunity to make informed, strategic year-end decisions.