Selling a Family Business:
The Process, The Providers
Learn first hand from a panel of experts - failures and success stories
OVERVIEW: As the first wave of the "baby boom" generation begins to retire there will be thousands of companies for sale. For most business owners, this will be the first and probably only time they will be selling a company so it is critical that they do it correctly. Listen to a panel of experts as they discuss a number of critical issues, including:
• How can an owner know when the best time to sell is?
• How can you determine if a company is ready to be sold?
• How do you determine a company’s value?
• Important steps to help ensure a successful sale.
• What accounting and financial issues need to be considered?
• When should an owner begin to prepare for a sale?
• What professionals are involved in the sale process?
• Should an owner work with a banker or a broker?
• Is it better to sell to a private equity firm or a strategic buyer?
• What about taxes? How can the net proceeds to the family be maximized?
• What and when should an owner discuss this with employees?
• What are some of the best ways to compensate key employees?
• How long will the process take? What are the steps?
• Does the seller need to work for the new buyer after the sale?
• How do all the professionals involved get paid?
• What is the best way to manage the proceeds?
We will also discuss most common mistakes and how they can easily be avoided with proper planning and advice.
PANEL: Click HERE for Biographies
Moderator, Mitchell S. Rock, Senior Vice President/Wealth Advisor, Morgan Stanley Wealth Management
Richard Baum, Managing Partner, Consumer Growth Partners
Michael R. Lopez, Partner, EisnerAmper LLP
Bob Schmidt, Chairman, Gloss Media
Michael D. Schwamm, Partner, Duane Morris LLP
Adam Taplinger, Managing Director, Oberon Securities
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