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For many business owners, their business is their largest financial asset – and their biggest opportunity to fund retirement, preserve a legacy, and achieve long-term financial security. Yet too many wait until they're ready to exit before discovering gaps that reduce business value, limit transition options, or complicate the sale process.

Equip yourself with a practical roadmap for preparing your business for a successful transition long before your exit is on the horizon. Learn how to evaluate exit options, increase business value, reduce owner dependency, prepare for a sale or ownership transfer, and better understand the valuation and transaction process.

Whether you're years away from exiting or just beginning to think about succession, you'll discover what buyers value most, the steps you can take to command a higher purchase price, and how proactive planning can create greater flexibility and improve long-term outcomes.

Key Topics

    • Exit planning fundamentals and transition options
    • Assessing exit readiness
    • Building business value and reducing risk
    • Understanding valuation and value drivers
    • Preparing for a sale, due diligence, and negotiations
    • Aligning business goals with personal and financial objectives
CLICK TO REGISTER FOR EVENT
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August 11, 2026

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8:00am - 10:00am

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Embassy Suites - Brookfield

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Free

Presented by:

Nikki Gralapp, CPA, CExP™

Nikki Gralapp, CPA, CExP™
Principal
SVA Certified Public Accountants

Craig Maternowski, CPA, CEPA

Craig Maternowski, CPA, CEPA
Principal
SVA Certified Public Accountants

Nancy Mehlberg, CVB, EA

Nancy Mehlberg, CVB, EA
Principal
SVA Certified Public Accountants

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Awards and Affiliations

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Locations

Madison, WI
1221 John Q Hammons Dr, Suite 100
Madison, WI 53717
(608) 831-8181

Milwaukee, WI
18650 W. Corporate Drive, Suite 200
Brookfield, WI 53045
(262) 641-6888

Colorado Springs, CO
10855 Hidden Pool Heights, Suite 340
Colorado Springs, CO 80908
(719) 413-5551

SVA BBB Business Review Man Standing

Contact

(888) 574-4782
info@SVAaccountants.com
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