Exit Ready: Planning Your Business Future

Business Exit Readiness Workshop

11AM - 2 PM | Thursday, October 1st

The Arbitrage Room at Warhorse Investments

Selling a business isn't an event. It's a process. The owners who achieve the strongest outcomes often begin planning years before they ever go to market.

Join Blue Sky Law, finoBlue Planning Group, and Marsh Creek Advisors for an interactive workshop designed to help business owners understand what it takes to maximize business value, minimize taxes, and prepare for a successful transition.

Topics will include:

  • Preparing your business for a future sale 

  • Tax mitigation and wealth preservation strategies 

  • Business valuation and maximizing enterprise value 

  • Exit planning and succession options 

  • Legal considerations before, during, and after a transaction 

  • Common mistakes that can reduce purchase price 

  • Building the right advisory team before you need one 

Hear practical insights from an experienced panel of advisors who work with business owners through every stage of the exit process.

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Featured Presenters

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Mitesh Patel

Mitesh Patel, Esquire, founded Blue Sky Law in metro Atlanta. The firm specializes in middle market business sales, acquisitions, and mergers, with additional services in corporate law, taxation, employment, and real estate. Deals typically range $10-150 million across industrial, technology, and business services.

Founder of Blue Sky Law
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Casey T. Patrick

President of FinoBlue Planning Group

Casey T. Patrick brings more than 25 years of experience and a passion for connecting people with opportunity to his role as president of finoBlue Planning Group. He specializes in strategies for high-net-worth individuals, business owners and individuals facing a wealth transition.

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John Marsh is the Founder and Managing Partner of Marsh Creek Advisors, a boutique M&A advisory firm. Since founding the firm, John has closed hundreds of millions in transactions and earned national recognition as Top Global Producer by the International Business Brokers Association.

Founder and Managing Partner of Marsh Creek Advisors

John Marsh

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Whether you're considering selling in the next year or simply want to be better prepared for the future, this workshop will provide actionable guidance to help you plan your next chapter with confidence.

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Reserve Your Spot

11AM - 2 PM | Thursday, October 1st
The Arbitrage Room at Warhorse Investments

*This event will fill up quickly — space is limited, reserve your spot today.