Thank you to all of our speakers, sponsors and everyone who joined us for this insightful forum.
Click here for Presentation I slides - Terry Shepherd, Partner, Citrin Cooperman
Click here for Presentation III slides - Matt Allison, Partner, Citrin Cooperman
Click here for Presentation IV slides - Timothy Monahan, Partner, Prince Lobel Tye LLP
BUYING, GROWING OR SELLING A BUSINESS
A Business Owner’s Road Map To A Successful Outcome
If you’re a business owner looking to sell or transition your business to new ownership, or to expand by acquisition, our panel of experts will share the pitfalls and best practices on how to best manage that process.
This Forum will include practical, actionable advice with materials you can take away and put into action as you plan for the future.
AGENDA:
3:00pm - Doors Open & Networking
3:30 - 5:15pm - Program and Audience Q&A
5:15 - 6:00pm - Networking Reception (hors d'oeuvres and cash bar)
Topics to include:
- Proven successful planning process for growing, transitioning and exiting the business
- Identifying personal goals and objectives to ensure your business is working for you vs. your working for the business
- Mapping your future lifestyle spending needs
- Transitioning management roles & responsibilities
- Internal growth: Scaling-Up
- External growth: buying a business
- Minimizing Taxes
- Having a plan for what comes next
- Wealth management strategies
- Commercial lending opportunities for buyers, business owners growing their business and sellers
- Getting your legal house in order - due diligence
- Managing a deal from start to finish
- A Report on the current transaction market for Buyers and Sellers
