Why we gather
Most owners sell a business once. The people across the table do it every year. We want a place in Portland where owners, advisors and investors can learn how private equity and other private exits really work, in plain language and before the stakes are high.
Business owners
Thinking about an exit, a recapitalization or a partner someday? Learn the options and what buyers look for, early.
Intermediaries
Bankers, brokers, attorneys, CPAs and wealth advisors. Meet owners and capital in one room, and compare notes.
Allocators
Family offices, independent sponsors and private equity investors. Get to know the Portland businesses and advisors behind the deals.
What we'll cover
A practical walk through how a private sale actually happens, from the first plan to the closing table.
- Planning to sell years before you do
- Maximizing sale price, step by step
- Letters of intent and what they lock in
- Quality of Earnings reports
- Due diligence, and how to be ready for it
- Management meetings with buyers
- Definitive documents and closing
Who's behind this
Eric Preisz
Eric started Portland Exit Planning to bring owners, advisors and investors into the same room to learn how private exits work.
When
We're just getting started. Once we know who's interested, we'll set a first meeting and a regular rhythm.
Where
Portland, somewhere central and easy to reach. Say you're interested and you'll be the first to hear.
Interested?
Leave your first name and an email or phone number and you'll hear first when we set our first meeting.