preparing your business for sale
DESCRIPTION
Preparing Your Business for Sale presented by The Alternative BoardTRANSCRIPT
- 1. Preparing Your Business for Sale
- Planning, Financial, Tax, Legal & Marketing Issues Reviewed
2. Agenda Review
- Introductions
- The Importance of Planning - Ken Nangle
- Financial and Tax Issues - Rich Gunn
- Legal Issues - Dennis Sullivan
- Financial and Market Position - Erik Bunaes
- Panel Discussion
3. The Alternative Board
- Peer Advice and Business Coaching
4. Ken Nangle
- The importance of planning
5. A plan is more than a plan...
- Planning is a process... not a one time eventJoe OBrien, The Alternative Board
- Vision/Mission
- Objectives/Strategy
- Value of a Team
- SWOT Analysis (Look in the mirror)
-
- What is your unique value proposition?
6. Rich Gunn, CPA
- Burr Pilger & Mayer
- Tax and Financial Issues
7.
- What does financial retirement look like?
- What is my business worth today?
- Who are the potential buyers?
- Do I have the right form of entity?
- Have I assessed my key employees, children's ability to run the business?
- Do I need CPA reviewed financials?
8.
- How can I enhance my earnings and increase value?
- Can I see the future for my business?
- What is the right time to sell?
- Am I prepared for disaster?
9. Dennis Sullivan
- Attorney
- Legal Issues
10. Break 11. Erik Bunaes
- Endorphin Advisors
- Financial and Market Positioning
12. Panel Discussion 13. Contact Information
- Ken Nangle -[email_address]415-738-2259
- Rich Gunn -[email_address]415-421-5757
- Dennis Sullivan -[email_address]415-982-5454
- Erik Bunaes -[email_address]415-595-6813
- www.slideshare.net