Maximize Your Business Valuation: When You Exit, You Leave a True Legacy
Increase Business Value, Attract Premium Offers, and Exit on Your Terms
Whether you’re preparing to grow your company or planning to exit, this powerful educational workshop will show you actionable strategies for increasing your business’s value, boosting profitability, and ensuring your legacy lives on.
What You’ll Learn:
- What buyers truly want – and what they’ll pay a premium for
- The 8 key drivers of Enterprise Value and strategies for improving them
- How to position your business as “Best in Class” for profits and valuation
- Practical tips for maximizing your selling price
- Step-by-step understanding of the business sale process
- Key Mergers & Acquisitions industry benchmarks
- The legal framework for a smooth business exit
- Exit and succession planning strategies
- The pros and cons of Buy-Sell Agreements and their impact on value.
Build and Exit on Your Terms
Join this complimentary educational workshop on strategies to make your business more valuable – whether you're looking to grow, sell, or simply plan ahead.
When:
June 10, 2025
Lunch 11 a.m. – 2 p.m. or Dinner 5 p.m. – 8 p.m.
Where:
[AV] Irvine
16500 Scientific Way, Irvine, CA 92618
Presented By:
Robert D. Chatterton, ChFC®, CFP®, CEPA®
Founder & President, Chatterton & Associates
With 30+ years of experience, Rob works with business owners to increase business value, reduce taxes, and achieve financial independence in retirement. As a Certified Exit Planning Advisor, he leads a coordinated team of estate, tax, and wealth planning professionals that support long-term business and family legacy goals.
Parker Schweich, Esq.
Business and Mergers & Acquisitions Attorney
Partner, Stradling Yocca Carlson & Rauth LLP
Parker specializes in advising companies and their owners on business exit and succession planning strategies. With decades of experience and knowledge in mergers and acquisitions, his legal insights help business owners achieve smooth and successful exits and seamless transitions.
Matt Manavi, MBA, CBB, CBI, M&AMI, CMAP
Certified Business Intermediary/Certified Mergers & Acquisitions Professional, Transworld Business Advisors
Matt Manavi and Nassim Bayat own a full-service business brokerage and Mergers and Acquisitions advisory agency, where they’ve helped countless business owners navigate successful sales and transitions. They offer a comprehensive business valuation as a separate service or as part of preparing a business for sale. Matt's industry insights reveal what buyers want — and how to prepare your business to attract premium offers by avoiding minefields.
