The Exit Ramp: Navigate Selling Your Business Like a Pro
About this Event
Join CRI and Wyatt Early Harris Wheeler LLP, along with CRI M&A Advisors, Level Four Business Solutions, and CRI Simple Numbers for a collaborative discussion on how business owners can proactively prepare for a successful transition. This event brings together experienced advisors from across the legal, financial, operational, and transaction landscape to share practical insights on preserving value, minimizing surprises, and creating a roadmap for the next chapter.
Through real-world perspectives and actionable guidance, you’ll gain a clearer understanding of how business readiness, financial performance, organizational strength, and personal planning all contribute to a successful exit strategy.
Attendees of This Event Can Expect To:
- Identify the factors that drive business value and attract serious buyers.
- Assess their personal and business readiness by identifying goals, timing, and market positioning.
- Develop a strategy for managing wealth, leadership continuity, and long-term legacy considerations.
- Strengthen operations and financial reporting to support future transaction goals.
- Navigate legal, tax, and deal-related considerations before entering the market.
Who Should Attend:
Business owners with EBITDA of $1 million or more who are considering an ownership transition within the next 3–5 years, or who simply want to understand what that journey entails.
This program is provided for informational and educational purposes only. It does not constitute legal, tax, accounting, audit, valuation, investment, or insurance advice and is not a recommendation regarding any particular transaction, security, or course of action. Any examples discussed are illustrative only; results depend on individual facts and market conditions, and no result is guaranteed.
Presentations are delivered by separate legal entities. CRI Advisors, LLC and its subsidiaries and affiliates, including CRI M&A Advisors, LLC, CRI Simple Numbers, and the Level Four companies, are affiliated under common ownership. Wyatt Early Harris Wheeler LLP is an independent law firm and is not affiliated with them. Each entity is solely responsible for its own services, statements, and obligations, and participation by one entity does not create an engagement, fiduciary relationship, or liability with respect to any other. Attendance does not create a client or attorney-client relationship, and services would be provided only pursuant to a separate written engagement with the applicable entity.
Securities offered through Level Four Financial, LLC, a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill or training. For information about Level Four Advisory Services, LLC, including its services, fees, and conflicts of interest, refer to its Form ADV Part 2A and Form CRS at adviserinfo.sec.gov. Nothing presented constitutes an offer to sell or the solicitation of an offer to buy any security.
Carr, Riggs & Ingram, L.L.C. ("CRI CPA"), CRI Advisors, LLC ("CRI Advisors"), and Capin Crouse, LLC ("Capin Crouse CPA") and their respective subsidiaries operate as, and provide services through, an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. The foregoing entities operate under the brand names "Carr, Riggs & Ingram" and "CRI." CRI CPA and Capin Crouse CPA are independently owned, operated, and licensed CPA firms that separately provide attest services, as well as additional ancillary services, to their clients. CRI Advisors provides tax and business consulting services to its clients. CRI Advisors and its subsidiaries are not licensed CPA firms and do not provide any attest services. Our use of the terms "CRI," "we," "our," "us," and terms of similar import, denote the alternative practice structure conducted by CRI CPA, Capin Crouse CPA and CRI Advisors, as appropriate.
This program may be photographed or recorded. By attending, you consent to use of your likeness in CRI and Level Four marketing materials.
Agenda
🕑: 07:30 AM - 08:00 AM
Breakfast & Registration
🕑: 08:00 AM - 11:30 AM
Program
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
