The state of a company’s financials could make or break its future sale. Balance sheets that don’t balance. “Add-backs” that can’t be justified. Messy financials make for lower business valuation or deals that never happen. That’s why financial sharpening is such a critical part of exit planning. Join us Thursday, Sept 15 from 11am-1pm at the Buckhead Club or on Zoom. You’ll learn from experienced advisors what the key pitfalls are, how to identify them, who you should work with. For example, what do you do if the company doesn’t really have monthly financial statements and relies overwhelmingly on its tax returns? What do you do when an owner has hundreds of thousands in addbacks but no proof? How do you get buyers comfortable with financials reflecting operations when there are no KPIs? Key topics we discuss: Sharpening a business’s financial picture is about more than just the financial books. It’s about owners understanding their financial, tying financials to operations via KPI’s, forecasts, and more. Messy financials are usually about an aversion to paying taxes. What’s the difference between a Lifestyle Business and an Enterprise Business? Don’t want to pay for a financial audit? Get a review. What you will learn: Understand the connection between team, talent, EBITDA and multiples. Know the workforce factors buyers care about when looking at a business. Learn about the people problems advisors uncover when planning for a sale, and how to solve them. Key topics we will discuss: Decreasing owner-dependency Retaining top talent The value of leadership and how to cultivate it How high turnover impacts cash flow, customer satisfaction and profit margin Structuring people systems that support a successful sale Can you “save jobs” when sellers care deeply about their people? How to speak with owners about their people challenges Exit Transparency – when to say something to the team, and how Moderator: