The Third-Party Sale Playbook Workshop

The sale of a privately held business is often the largest financial event of an owner's life. Yet many advisors are unsure when to engage, what conversations to have, how investment bankers fit into the process, and how to position themselves to remain the trusted advisor after closing.

This interactive workshop provides a step-by-step framework for helping business owners prepare for, navigate, and maximize a third-party sale while strengthening advisor relationships and growing assets under management.

Participants will receive practical tools, scripts, readiness assessment frameworks, referral strategies, and real-world case studies they can immediately implement with business owner clients while learning about the following topics:

• Understand where financial advisors fit into a third-party sale process.
• Learn how and when to introduce valuation and readiness conversations.
• Gain scripts and frameworks for discussing liquidity events with owners.
• Build a high-performing deal team with investment bankers, CPAs, attorneys, and specialists.
• Increase the likelihood of retaining and managing post-sale assets.