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Transaction Bootcamp

Hexagon Capital Alliance
Transaction Bootcamp

For Business Owners and c-suite Officers

Thursday, April 20, 2023

Newport Beach, CA 

Thinking about a transaction in the next 1-3 years?

How prepared is your team and your business for the intrusive and demanding transaction experience?

The lack of preparation will trigger delays, create frustration and frequently result in value erosion.

Our process begins with client preparation.

We invite you to attend our one-day Transaction Bootcamp to learn about key steps of the transaction and how to prepare your business for each.

Hexagon and professional subject matter experts will present on the following transaction topics:

08:15 AM

Transaction Process with Timeline

08:45 AM

Accounting – Quality of Earnings & Tax Minimization

09:45 AM

Financial Model Spanning Historic & Projected Periods

10:30 AM


10:45 AM


11:00 AM

Marketing & Sales

11:15 AM

Information Technology & Cyber Security

12:00 PM


01:00 PM

Human Resources

02:00 PM


03:30 PM

Representation & Warranty Insurance

04:00 PM

Estate Planning

04:30 PM


05:00 PM



More Details Provided Upon Registration confirmation


For additional information, please email Tais Pacheco at:
or call (949) 701-0091