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January 13, 2027 | 11:30 AM - 12:30 PM | Webinar
Selling a small business is rarely a simple transaction. It is a personal decision with financial, operational, and family implications that often takes years to work through. Sadly, most owners start thinking about a sale long after the decisions that drive value have already been made.
In this webinar, Lutz experts Mark Otte and Tom Hodgson will walk through what it takes to get both you and your business ready for transition. You’ll learn what buyers are looking for, how to build a leadership team that can run without you, and how to line up your personal financial and estate plan so the proceeds of a sale support the life you want afterward.
KEY TAKEAWAYS:
- What Drives Value in a Small Business Sale
- Building Leadership Depth
- Setting a Realistic Exit Timeline & Preparing Early
- Coordinating Personal Financial Readiness & Estate Planning
SEMINAR LEVEL:
Beginner
WHO SHOULD ATTEND:
Small Business Owners, Founders, Family Business Leaders
Webinar Registration
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We work to simplify complexities, help make critical business decisions, and confidently focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive.