The 5-Year Exit Runway: Strategic Preparation for a Successful Business Sale

Overview

Business succession is not just a legal transition, it's a financial turning point. In this practical session, veteran business attorney Jason B. Meyer, Esq. outlines the governance, structural and planning steps that help protect enterprise value and prevent costly disruption. Designed for CPAs, CFOs and financial advisors, this course focuses on strengthening charter documents, mitigating continuity risks, preparing for due diligence and coordinating legal and tax strategy to support smooth ownership transitions — whether to family, employees, or external buyers.