CFO Series: Get the Most When Selling a Business: Tactics

Course Details


Friday, May 26, 2023

9:00am – 11:00am (Registration: 8:02am)



Field of Study


CPE Credit

2 hours CPE credit

Level of Knowledge



CPA Crossings


At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university.


Every business will be sold eventually. When you have built a great business and decide to move on, you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This course helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.


The major topics covered in this class include:

  • What buyers really want
  • Steps to take so the business will be attractive
  • The process to prepare for a sale: steps and timing
  • Pitfalls to avoid
  • The value of a strong advisory team
  • Key considerations


After attending this course, you will be able to...

  • Identify the key considerations when preparing to exit the business to achieve optimal sales price
  • Understand some of the key issues to consider when preparing to sell a business

Designed For

CEOs, Corporate Financial Leaders, business owners, Corporate Financial Managers, entrepreneurs, CFOs, Controllers, CPAs, Accountants, Board members, advisors, Consultants and the professionals who advise them, CPAs in public. Professionals involved with an organization that may be sold.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

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