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Preparing Your Business for Sale

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Preparing Your Business for Sale presented by The Alternative Board

Published in: Business, Economy & Finance
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Preparing Your Business for Sale

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

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