Prepare Your Business for a Successful Exit
Most business exits fall apart or lose value due to poor preparation. The Milestone team is hosting this comprehensive workshop on transaction readiness—bringing together our financial, HR, and operations expertise with a leading transaction attorney to help you prepare for a successful exit.
Workshop Sessions:
1. Financial Readiness:
Clean financial statements, GAAP compliance, and credible projections that withstand due diligence
2. HR & Culture:
Compliance essentials, employee retention strategies, and post-acquisition integration planning
3. Operations Excellence:
Process documentation, performance metrics, and creating a transferable business
4. Legal Preparedness (Guest: Will Gillis, Caritas Venture Advisors):
Deal structure options, tax implications, and the transaction process from LOI through closing
Your Takeaways:
- Comprehensive readiness assessment tool to evaluate your current state
- Actionable checklists and templates across all preparation areas
- Prioritized action plan with realistic implementation timelines
- Direct access to advisors for follow-up consultation
- Networking with other business owners navigating similar transitions
Location
Milestone Office
11711 N Meridian St
*When you arrive, enter the main entrance (you'll be on the first floor). The workshop will be held in the large conference room.*
11711 N Meridian St
*When you arrive, enter the main entrance (you'll be on the first floor). The workshop will be held in the large conference room.*
Date & Time
May 5, 2026, 1:00 PM - 5:00 PM, followed by networking happy hour
investment
Complimentary for Milestone clients | $250 for non-clients
Seating
Limited for personalized attention