Most exit-ready owners are being prepared for one type of buyer: a private equity fund that plans to flip the business in three to five years. That is not the only path, and often not the best one for the owner, their team, or their legacy. This session is led by Critical Services Group, a long-term holding company that acquires lower-middle-market businesses and holds them for the long run. We will walk through how a long-hold buyer evaluates a company, what we actually look for in an exit-ready business, and where our approach differs from the traditional buy-and-flip model. Advisors will leave understanding how to position owner/clients for a buyer focused on growth over a long period of time rather than a quick resale, how exit-planning work maps directly to our diligence, and how to give clients a fuller picture of their options when people and legacy matter as much as price.
NO COST
1-2pm Eastern