REAG at the 2023 Exit Planning Summit

If you’re attending the 2023 Exit Planning Summit, make sure to attend REAG’s exclusive sessions.

The 2023 Exit Planning Summit is the premier conference dedicated to helping Certified Exit Planning Advisors (CEPAs) work with business owners to accelerate business value, align personal and financial strategies, and successfully transfer ownership. 

The summit brings together experts and industry leaders to discuss and share insights on various aspects of exit planning, including mergers and acquisitions, business valuations, and estate planning. It provides a platform for attendees to learn from each other’s experiences, network, and gain valuable knowledge to help their clients.

Here’s a breakdown of the REAG’s not-to-be-missed events.

Mergers & Acquisitions: Deal Terms, Deal Killers and War Stories

MAY 22, 9:30 AM – 10:30 AM | ESTRELLA

A successful transaction is a delicate balance between price, terms, and structure. One misstep can quickly derail the entire deal. That’s why it’s essential to have experienced investment bankers on your team to keep the deal on track. 

In “Mergers & Acquisitions: Deal Terms, Deal Killers and War Stories”, REAG will share real-life deal stories, highlighting some of the most significant deal killers and how to avoid them.

• What are the defining features of a successful deal structure?
• Learn how to keep deals on track because it’s not over until it’s over.
• Real-life deals inform this in-depth and illuminating conversation.

An Expert Panel Analyzes Exit Options

MAY 22, 1:15 PM – 2:15 PM  | CAMELBACK BALLROOM

Selling a business is a major decision, and there are many different exit options to consider. In this “An Expert Panel Analyzes Exit Options,” an expert panel explores the benefits of private equity purchases, the benefits of employee ownership, the nuances of enterprising families and how they transition, and the M&A process of selling a company to a third party. By understanding these options, business owners can make more informed decisions about their future.

• Learn the benefits of private equity purchases.
• Understand the benefits of employee ownership.
• Realize the nuances of enterprising families and how they transition.

Women in Exit Planning Symposium

MAY 24, 8:00 AM – 3:30 PM | ESTRELLA

Women business owners face unique challenges when it comes to exit planning. In the “ Women in Exit Planning Symposium”, a distinguished panel will discuss how to build a strong advisory team and create value for clients. Attendees will also have the opportunity to connect with inspiring business professionals from across the country and learn from their experiences.

• Understand the unique challenges women business owners face.
• Learn how to build a strong advisory team and build value for clients.
• Connect with inspiring business professionals from across the country.

The 2023 Exit Planning Summit is the premier conference for CEPAs committed to working with business owners, accelerating business value, and aligning personal and financial strategies. As the Title Partner for the conference, REAG is excited to connect with some of the best in the business and share their insights with attendees.

For over two decades, REAG has helped leadership teams, private equity groups, and family offices optimize cash flow and overcome challenges to grow, maximize the value of their businesses, and successfully transfer ownership. Whether you’re looking to merge, acquire, or exit, REAG can help you navigate the complex world of M&A and unlock value for your business.

Make the most of your visit – come see us!  If you’re not able to make it this year, we invite you to connect with Scott, Todd or Jaclyn on LinkedIn.

Contact REAG today to schedule a consultation and take the first step toward unlocking value for your business.