What I Wish I Knew Before Exiting My Business

Hosted by Fox, Penberthy & Dehn | Morgan Stanley, Dilworth Paxson, and hfco (Haefele Flanagan)

Three expert perspectives. Four critical questions. One conversation every business owner should have before planning an exit.

Selling or transitioning a business is one of the most significant financial and personal decisions an owner will ever make. Yet many business owners don't begin planning until they're already facing an offer, a life change, or an unexpected event.

Join us for a candid panel discussion exploring the lessons, opportunities, and blind spots business owners often discover too late.

Moderated by Dave Bookbinder, this conversation brings together a panel of experienced advisors who help owners navigate the financial, strategic, and personal aspects of business transition planning. Drawing from real-world experiences, they'll address the questions that matter most:

• When should I start planning?
• What is my business actually worth?
• What am I really receiving when someone puts an offer in front of me?
• What happens the day after the wire hits?

Whether you're considering a transition in the next few years or simply want to understand your options, you'll leave with practical insights and a clearer understanding of how to prepare for a successful exit on your terms.

Event Agenda

8:00 AM - 8:30 AM
Light Breakfast & Networking

8:30 AM - 10:00 AM
Panel Discussion
Audience Q&A

Who Should Attend?

• Business owners considering a sale, succession, or other transition
• Business owners who aren't planning to exit yet—but want to understand what they should be doing now

Space is limited. Register today to reserve your seat.