Join Bass, Berry & Sims, Fast Slow Motion, Founders Advisors and Sage Spring Family Office for an insightful discussion and real-world insights to help business owners prepare for a sale. Selling a business is one of the most important — and complex — decisions an owner can make. This one-hour panel brings together experienced advisors from legal, financial, and M&A backgrounds, along with insights from a business owner who has been through the process. Learn what to expect, how to avoid common mistakes, and how to plan for life and legacy after the sale.
Topics will include:
- When and how to prepare for a sale
- Assembling your advisory team
- Legal, financial, and valuation considerations
- Personal financial planning
- Navigating the sale process
- Common pitfalls and how to avoid them
- Post-sale strategies to protect and grow your legacy
Speakers:
- Frank Pellegrino, Bass, Berry & Sims – Member
- John Burdett, Fast Slow Motion – Founder and CEO
- Jackson Wilcox, SageSpring Family Office – Financial Advisor
- Thomas Dixon, Founders Advisors – Managing Director
Who Should Attend?
Business owners, private equity fund managers and portfolio company executives; investment bankers and M&A advisors; C-level executives, consultants and principals; and in-house legal counsel.
Accreditation
Tennessee CLE
This program is approved for one hour of General Tennessee CLE credit. Please provide your BPR number upon registration, and Bass, Berry & Sims will report your participation to the Tennessee CLE Commission following the program.
Other State CLE
Bass, Berry & Sims does not seek direct accreditation from states outside of Tennessee, but some states allow attorneys to earn credit through reciprocity or self-submission. Certificates of completion and other necessary application forms will be provided upon request for use in other jurisdictions.
Questions?
Submit your questions for presenters upon registration or email questions to Tara Crenshaw.