Description

In the final session, you’ll learn how to grow value intentionally—closing the gap between what your business is worth today and what you need to achieve financial freedom. You’ll explore internal transition options (family, management, partners) and external paths (private buyers, strategic buyers, private equity) and learn how a structured sales or succession process can maximize proceeds and minimize regret. Key Takeaways: How to grow value without adding complexity Strategies to close your personal “value gap” How internal transitions actually work (and what makes them fail) How external M&A processes maximize value, certainty, and deal structure Why the best exits are planned years—not months—before closing This webinar is part of the webinar series Built to Sell: How to Maximize Value and Take Control of Your Future Whether you’re preparing to transition your business to a family member, a key employee, or an external buyer, this series is designed specifically for owners who want clarity, control, and the highest possible outcome from their eventual exit. Built to Sell equips you with the essential steps to understand what your business is truly worth, protect that value from hidden risks, and position your company for a smooth, profitable transition. You’ll learn how to shift from day-to-day operator to strategic wealth builder, close the gap between current value and what you need for financial freedom, and avoid the common mistakes that lead to deal fatigue, valuation shortfalls, and seller’s remorse. Practical, actionable, and tailored to owners planning a transition within 1–5 years, this series shows you how to create a business that buyers want—and one that can support your financial future. Ultimately, you’ll walk away with a clear roadmap to sell on your terms, with confidence and peace of mind. Our Presenter, Gary Hallett Gary is a business owner/entrepreneur with experience in business brokerage, lower middle market M&A and business valuation across a number of industries. Prior to starting Gateway Business Advisors and GW Business Valuations with his wife and business partner Nancy Hallett, Gary worked in the beverage industry at the bottling and franchise level across markets in Canada and the US. His experience has ranged from owning, operating (and eventually selling) his own small business to executive leadership in large corporations. Gary is a Certified Business Intermediary with the International Business Brokers Association and holds a CM&AP designation from Kennesaw State University executive MBA program. His passion is helping business owners discover the true value of their most valuable asset and creating a pathway to build on that value prior to a transition at some point in the future.