Invitation: How to Avoid the $1M+ Mistakes Many Financial Firm Owners... @ Thu Jul 30, 2026 1pm - 2pm (GMT-5) (henryferrufino@withoutemail.com) - henryferrufino@withoutemail.com

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I specifically invited you to this masterclass because you are a financial service firm owner making $725K-$25M/yr

There’s a new, more efficient way to sell your firm in 2026 within 60 days for maximum exit value.

Having seen dozens of financial firms miss out on millions when selling, we’ve found there to be 10 criteria that determine what buyers are *actually* willing to pay.

Here’s the problem…

Buyers always have the high ground, as they’ve done thousands of M&A deals. Trying to sell often is like a little league team playing against the Dodgers. As a result, buyers often buy financial firms at absurdly low prices. And the sellers don’t realize they have been taken advantage of until it’s too late.

It’s also why so many sellers in your position find themselves:

🧨Still working 70+hrs/week during tax season while your peers enjoy their retirement

🧨Having to tether yourself to emerging AI trends and changes in tax laws

🧨Learning what you didn’t know when it’s too late and losing out on >$1M on your exit value

… we know this because we’ve bought 10+ financial firms just like yours.

And in many cases, the owners reluctantly accept a low-ball offer, only to see their company gutted and you left looking foolish when colleagues ask about your sale.

That’s where the Lighthouse Way comes in — it helps owners like you:

✅ Understand exactly what your ideal buyers are looking for and how to find one in under 60 days

✅ Identify the next steps for where (and how) to allocate your time for the highest (brag-worthy) exit value

✅ Look like a genius to other firm owners because you leveraged this overlooked strategy

… and we’ll be breaking it down, step-by-step as part of our free, one-hour webinar.

P.S. Yes, this is a briefing for owners who want to know the top 10 criteria that buyers are looking for when buying a financial service firm.

When

Thursday Jul 30, 2026 ⋅ 1pm – 2pm (Colombia Standard Time)

Location

https://seeler-exit-workshop.webinargeek.com/how-to-avoid-the-1m-mistakes-many-financial-firm-owners-make-selling-8?cst=calendar-invites
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Organizer

Will Shaw

will@stealthexitworkshop.com

Guests

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