More often than not, small and medium-sized businesses are not fully armed with professional accounting services, financial advisors, and legal teams that can focus on succession planning or preparing a smart exit strategy. So, when it's time to think about getting out of the business — whether you're turning it over to the "kids," implementing an Employee Stock Ownership Plan (ESOP), embarking in a straight buy-out, or trying for a more complicated "earn-out" — preparation is necessary in order to get the most out of your business. 

During this webinar, Consultant & Financial Advisor Charles Schapira explains the financial and legal preparations you need to take in order to put a reasonable value on your business and prepare for a sale or turnover.

This webinar was originally presented on August 24, 2021, at 11:00 am PT. 

Meet the Speaker


Charles Schapira

Charles Schapira
Consultant & Financial Advisor

Charles is an experienced CEO and business owner with Industrial Manufacturing and Distribution companies. In addition, he has been involved with several mergers, acquisitions, and restructurings. He is solution-driven with a passion for creating enterprise value through consensus, strategic planning, and financial forecasting. He focuses on improving EBITDA to increase company valuation by improving your profit margin, driving sales momentum, and restoring your competitive advantage. He has a thorough understanding of manufacturing operations along with the financial and accounting requirements.


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