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Selling Your Business: Transition Checklist

November 17, 2020 at 2:00 pm EST

DATE & TIME

November 17, 2020

2:00 p.m.

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Looking to prepare your business to maximize its value when sold? Join our panel and interactive Q&A as we discuss the transition checklist involved with selling your business.
This is part two of our two-part webinar panel series.

MEET OUR PANELIST

Bola is a Managing Partner at MBA Growth Partners, a business advisory firm offering strategic growth and operational efficiencies support to organizations. Bola has over 18 years of experience in the management consulting field, with specific focus on Go to Market strategies, Strategic Planning, and Business Process Optimization. What differentiates Bola and MBA Growth Partners is the emphasis on sustainable and repeatable business performance leveraging best practices, data driven insights, and commitment to results to power her client’s growth and success.

JESSE MAHLE | SEBASTIAN LANE CONSULTING
Jesse is the CEO of Sebastian Lane Consulting, specializing in Outsourced Sales Management for professional services firms with 10 salespeople or less. He is especially effective for companies where the business owner is currently the de facto sales manager and would like to be freed to focus on more personally rewarding tasks. Jesse has been advising business owners in sales and risk management for over 15 years. It is his greatest professional goal to empower subject matter experts to reach new heights selling their expertise.
Sonja, small business owner of Bridge Performance Coaching & Targeted Recruiting, is based in the Maryland/D.C./Virginia area. BPC is differentiated from other coaches and recruiters by CoachCruiting, a customized combination of both. BPC provides strategic solutions to small business owners who are struggling with staffing performance issues. Sonja has over 25 years of leadership coaching experience, to which she has added 3 years of targeted recruiting experience. Her mission is Best Person = Best Performance = Best Result.
CHRIS SCHAEFER, CFP®, CPA/PFS | MV FINANCIAL
Chris leads MV Financial’s Retirement Plan Practice, with over 18 years on the MV Financial team. He oversees all aspects of MVF’s retirement plan management, where his duties include; developing proper plan design, investment strategy and options, participant education and management of client relationships. Chris is also a senior advisor at MVF, where he manages all aspects of his private client relationships. In both capacities, Chris works closely with the firm’s investment management, portfolio operations and client services divisions.

ABOUT OFFIT KURMAN

Offit Kurman, a full-service AmLaw 200 law firm with offices throughout the East Coast and in Southern California, serves dynamic businesses, individuals and families. Founded in 1987, the firm’s 280+ attorneys counsel clients across more than 30 areas of practice. Offit Kurman helps maximize and protect business value and personal wealth by providing innovative and entrepreneurial counsel that focuses on clients’ business objectives, interests and goals. The firm is distinguished by the quality, breadth and global reach of its legal services and a unique operational structure that encourages a culture of collaboration.

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Details

Date:
November 17, 2020
Time:
2:00 pm - 3:00 pm EST
Event Category:

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