The first serious buyer is rarely the best buyer. In this free workshop, Kyle Mallien breaks down how to create competition among 29,000 professional buyers, protect your valuation and plan for the tax hit before it is too late.
It is free. We will email the Zoom link and send one reminder the morning of. You do not need to share any financials.
Check your inbox for the Zoom link, add Friday, September 25 at 12:00 PM Pacific to your calendar and bring your questions.
10+ years in private equity. More than 20 seven and eight figure companies managed.
This is a practical look at how to prepare, position and sell a business. Kyle will show you the numbers, the common mistakes and what needs to happen before a buyer ever sees your books.
How a limited bid auction puts your business in front of 29,000 professional buyers, and why the right competition can change what your company sells for.
State and federal taxes can take 40 to 50% of the proceeds in high-tax states. Kyle will cover the planning options that may reduce that hit, and why waiting until closing is too late.
Where owners lose money in a deal, including how running lean to save on taxes today can give a buyer room to argue for a lower price tomorrow.
How long the sale could take. What the business may be worth. What you could keep after tax. How much income you need to replace. Kyle and his partner will work through each one.
Kyle has spent more than a decade buying, growing and selling businesses. He built his own firm onto the Inc. 5000 list and has managed more than 20 seven and eight figure companies.
He has seen these deals from the buyer's side, including the places where sellers lose leverage without realizing it. This workshop shows owners how to prepare before the business is listed, the books are opened or an offer is on the table.
Also joining the workshop: Kyle's exit partner, a former Morgan Stanley fund manager who oversaw $1.4 billion. He now helps owners turn the sale of their business into a real retirement plan.
You do not need to be ready to sell tomorrow. You do need enough time to prepare before buyers start asking questions.
This is not for pre-revenue businesses, people looking for a broker or buyers searching for their next acquisition. You do not need to bring financials, and nothing about your company will be shared unless you choose to ask a question.
Yes. There is no ticket and no purchase required. Kyle runs the workshop so owners can understand the process before deciding whether they need help with it.
It runs every other Friday. The next one is live on Zoom on Friday, September 25 at 12:00 PM Pacific. Plan for about an hour, including time for questions.
Join live if you can. The Q&A is where Kyle can get specific about the questions owners bring. If you cannot make this one, register anyway and we will keep you posted about the next workshop.
Yes. In fact, that is the best time to learn this. The work that protects your valuation and may reduce the tax hit needs to happen before a buyer is involved.
No. The workshop covers the process, not your private numbers. Your business will only come up if you choose to ask a question about it.
Pre-revenue businesses, people looking for a broker and buyers searching for a company to acquire.
Spend an hour learning how prepared owners create competition, protect their valuation and keep more of the sale.
It is free. We will email the Zoom link and send one reminder the morning of.