Naturally NorCal: Exit Planning – How and When to Start Thinking About a Sale

Don Buder, Naturally NorCal Emeritus Board Member and Partner at Davis Wright Tremaine, led the conversation with our panel:

• Willis Davis, Senior Vice President of The Burbank Group at Morgan Stanley

  • Highlight: 21:06 – Hear Willis speak about three big benefits of starting your exit planning process early.

• Damon Houterman, Principal at Baker Tilly

  • Highlight: 23:35 – Damon cautions against waiting too long to start the planning process — your business will suffer and erode value during the M&A process.

• Dana Reid, Partner at Davis Wright Tremaine

  • Highlight: 25:12 – Dana shares where to start your planning. You need to prioritize getting a basic estate plan in place first.

• Robert Lucchese, M&A Advisor with Bank of America Merrill Lynch

  • Highlight: 37:35 – Robert advises you to make your reporting so simple that it's evident to buyers how great your business is.

Watch the replay on YouTube »