Next Session: May 28, 2026 | 12 p.m. Pacific Time

The Exit Blueprint: How to Prepare, Maximize, and Preserve the Sale of Your Business

If you’re a business owner who plans to transition your business someday, it’s helpful to have a clear understanding of what buyers evaluate before the sale.

 

Certain factors can influence both valuation and transition readiness. Understanding these areas early can help owners make more informed decisions as they prepare for the future.

What You’ll Learn:

  • Understand what buyers typically evaluate before a purchase
  • Identify risks that may affect business value prior to a transition
  • Evaluate how dependent the business may be on the owner
  • Recognize steps that may support stronger transition readiness

Join us for a practical conversation focused on the key elements that often influence how businesses are evaluated during a transition.

Where?

The Classroom at Chatterton & Associates

3061 E. La Palma Ave, Anaheim, CA 92806

 

Lunch and light refreshments will be provided.

 

Register Today!

Next Session: May 28, 2026 | 12 p.m. Pacific Time

The Exit Blueprint: How to Prepare, Maximize, and Preserve the Sale of Your Business

If you’re a business owner who plans to transition your business someday, it’s helpful to have a clear understanding of what buyers evaluate before the sale.

 

Certain factors can influence both valuation and transition readiness. Understanding these areas early can help owners make more informed decisions as they prepare for the future.

 

What You’ll Learn

  • Understand what buyers typically evaluate before a purchase
  • Identify risks that may affect business value prior to a transition
  • Evaluate how dependent the business may be on the owner
  • Recognize steps that may support stronger transition readiness

Join us for a practical conversation focused on the key elements that often influence how businesses are evaluated during a transition.

Where?

The Classroom at Chatterton & Associates

3061 E. La Palma Ave, Anaheim, CA 92806

About the Chatterton Business Solutions Lunch & Learn Series

Chatterton Business Solutions Lunch & Learns are held monthly and are open to the entire Chatterton community. Each one-hour session focuses on key aspects of business value and profitability, offering practical guidance to help you strengthen and grow your business.

For more information or assistance, please call (714)572-2050 or email contactus@chattertoninc.com!

3 End-of-Year Small Business Tax Tips

Watch Past Lunch & Learns

Here’s what you missed at our previous session. 

About Your Presenters

David Hilliard, Director of Tax, EA, Certified Tax Coach, Profit First Professional

David Hilliard

Director of Tax, EA, Certified Tax Coach, Profit First Professional

David leads the Tax division at Chatterton & Associates. As a Profit First Professional and Certified Tax Coach, David genuinely enjoys helping business owners and families keep more of what they have worked hard to build.

Register Today!

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