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Event Description: Considering a future transition out of your business? Whether you’re just beginning to explore your options or actively preparing for a sale, this in-person session will help you chart a confident course forward.
Join CRI’s experienced Transaction Advisory Services team, along with CRI M&A Advisors, Level Four Business Solutions, and The Preferred Legacy National Trust Bank for an engaging, strategy-packed event designed to demystify the business exit process. You’ll get firsthand insight into the steps, timelines, and decisions that lead to successful transactions; plus, learn how to protect the legacy you’ve built and plan for what’s next.
From operational readiness and financial preparation to legal safeguards and post-sale planning, this session equips you with the knowledge you need to move forward—on your terms.
Attendees of this event can expect to:
Gain clarity on the selling process—including what buyers prioritize and how to prepare internally.
Assess their personal and business readiness by identifying goals, timing, and market positioning.
Explore strategies to protect what they’ve built, such as estate planning, asset protection, and retaining key employees.
Uncover ways to enhance business value, from financial clean-up to de-risking operations and showcasing strengths.
Begin planning for life after the sale, with guidance on reinvestment, wealth preservation, and legacy planning.
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.
Presenters:
Jeff Hawkins, CPA, Partner, CRI Advisors, LLC† | Partner, Carr, Riggs & Ingram, L.L.C.*
Paul Evans, CVB, Partner, CRI Advisors, LLC† | Partner, CRI M&A Advisors, LLC
Suzanne Durbin, ChFC®, CExP®, Business Solutions Specialist & Private Wealth Advisor, Level Four Business Solutions
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Event Venue & Nearby Stays
4004 Summit Blvd. NE Suite 800, Atlanta, GA 30319, 4004 Summit Blvd NE, Brookhaven, GA 30319-1584, United States, Dunwoody
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