Welcome to a transformative webinar that is poised to reshape the way you think about business transitions. Whether you’re contemplating selling your enterprise, preparing for a buyout, or simply aiming to ensure that your company stands on firm financial ground, this is the place to be.
Beyond mere theory, you’ll gain actionable insights and hands-on strategies designed to maximize your business’s value and secure its legacy.
OCTOBER 19, 2023
Beginning at 10:30 AM to 12 PM
We’ve gathered thought leaders from Marmo Financial, Brown Edwards, and Kaplan CFO to distill their collective wisdom on the science of successful business exits. From valuation intricacies and tax considerations to talent retention and due diligence preparations, our panel of experts will delve deep into every facet of the exit process.
• Mastering the Balance: Corporate Cash Strategies
• Post-Buyout Success: How to Keep Top Talent with Stellar Compensation Plans
• Unifying Personal and Business Wealth: Seamless Financial Integration
• Navigating Earnouts: Strategies for Success
• Unlocking Your Business Worth: Steps to a Comprehensive Valuation
• Final Acts: Essential Accounting & Reporting When Closing Shop
• The Clock’s Ticking: Smart Moves in Transaction Timing
• Tax-Savvy Moves: Navigating Federal Tax in Your Favor
• SALT Mastery: State and Local Tax Hacks You Need to Know
• Securing Your Legacy: Understanding Estate Tax Impacts
• Selling Smart: Matching Your Financial Reality with Ideal Sale Prices
• Succession Planning: Filling the Gaps for a Smooth Leadership Transition
• Blueprint to Triumph: Lining Up Resources for Financial and Management Success
• Finding Your Ideal Buyer: Strategic Matches that Elevate Value
• Due Diligence Done Right: Leveraging CFO Expertise and External Pros for Maximum Returns