Duration: 68 minutes

Most companies don’t lose value in the deal itself; they lose it in the 18 to 24 months before the process even begins. In this essential webinar, transaction experts Kevin Lyle, SK Valentine, and Barbara Ard share their firsthand insights on how to proactively prepare your business for a sale, protect your valuation, and ensure a smooth, successful transaction. Learn why starting early is critical and discover the strategic steps you need to take to maximize value from pre-deal planning through post-close realization.

In this session, you will learn:

• Why starting the sale preparation process late is the biggest mistake sellers make and how it can cost you millions in lost value.
• Key pre-deal priorities for building a defensible financial foundation, including the critical shift from cash to accrual accounting and the importance of your tech stack.
• How to prepare for and survive the buyer’s intense scrutiny during due diligence by controlling the narrative and addressing potential red flags before they are discovered.
• Strategies for structuring the deal and purchase agreement to avoid common post-close disputes and ensure value realization for all parties.
• The importance of the “human element,” from assessing team readiness and managing communication to preventing the flight risk of key personnel during the transaction.
• Practical advice on when and how to augment your team to manage the intense demands of a deal without sacrificing day-to-day business operations.