E.P.I Southern California Chapter: The Five Mistakes Owners Make When Selling Their Business (and How to Avoid Them)

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Event Details


Many middle market M&A transactions fail to be consummated due to a flawed process. The failed transaction results in owner disappointment and frustration, as well as losses arising from the distraction of the selling process and failure to execute a successful transaction at optimal valuation. In this interactive panel discussion, professionals with years of experience in the trenches advising business owners will help attendees learn how to recognize the early warning signs and risks to success for business owners, and the key elements of a successful process leading to an optimal valuation and successful transaction.

Learning Objectives:

  • The 5 key mistakes owners make when selling their business
  • Recognizing the early warning signs and risks in clients contemplating a business sale transaction
  • Creating a process that will lead to an optimal transaction outcome for clients
  • Creating the right team of professional advisors for a successful transaction


  • Richard Munro, Managing Director - Newport Board Group
  • Richard Streza, Managing Partner - Brown & Streza LLP
  • Peter Heydenrych, Chairman - Corporate Finance Associates

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