Preparing Your Business for Sale Planning, Financial, Tax, Legal & Marketing Issues Reviewed

Planning, Financial, Tax, Legal & Marketing Issues Reviewed

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

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

The Alternative Board Peer Advice and Business Coaching

Peer Advice and Business Coaching

Ken Nangle The importance of planning

The importance of planning

A plan is more than a plan... “Planning is a process... not a one time event” Joe O’Brien, The Alternative Board Vision/Mission Objectives/Strategy Value of a Team SWOT Analysis (Look in the mirror) What is your unique value proposition?

“Planning is a process... not a one time event” Joe O’Brien, The Alternative Board

Vision/Mission

Objectives/Strategy

Value of a Team

SWOT Analysis (Look in the mirror)

What is your unique value proposition?

Rich Gunn, CPA Burr Pilger & Mayer Tax and Financial Issues

Burr Pilger & Mayer

Tax and Financial Issues

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?

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?

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?

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?

Dennis Sullivan Attorney Legal Issues

Attorney

Legal Issues

Break

Erik Bunaes Endorphin Advisors Financial and Market Positioning

Endorphin Advisors

Financial and Market Positioning

Panel Discussion

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

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