Have you considered selling or reducing your stake in your business? It doesn't matter whether you are a family business, sole proprietor, partner or investor; or whether you're planning to do this soon or thinking ahead to the day when you'll no longer run your business.
Having an exit strategy in mind means that you'll have a better idea of your options, be more likely to protect your investment, and possibly even come out ahead.
November 2 @ 8am-2pm
Scandinavia House
58 Park Avenue @ East 38th Street
In this Exit Planning Symposium,
learn how to:
- Evaluate different options and pick the exit strategy that's right for your business.
- Position your business for sale
- Decide whether to use a business broker and search for appropriate buyers
- Form an Advisory Board that can help you during the transition
- Deal with family members working in the business
- Avoid major financial and personal pitfalls
- Plan your post-sale life
Agenda
|
8:00-8:30am |
Breakfast/Networking |
|
8:30-9:45am |
PRESENTATION: How To Prepare Your Business And Yourself For Sale What documents you will need, what to do if the business is not making money, should you use a business broker |
|
10:00-11:15am |
PANEL DISCUSSION: How To Find A Buyer And Structure A Deal Moderator: Cathy Mulrow, Seasoned lawyer/business strategist with extensive experience in helping companies launch new products, strategic business planning, contract and transaction negotiation, and marketing. |
|
11:30am- 12:15pm |
PRESENTATION What Is An Advisory Board? Speaker: Diane Drey, former CEO of a New York Metro bottled-water manufacturing and distributing company, with experience and expertise in buying and selling businesses, financial control, personnel, and union relations. |
|
12:15 to 12:45pm |
Lunch Break /Networking |
|
12:45 to 2:00pm |
PANEL DISCUSSION What We Learned From Selling Our Businesses Five entrepreneurs who have sold their business tell their stories and answer questions about the experience. |
Speaker: Charles Rosenbaum, Founding Partner of Advanced Corporate Solutions, and Investment Advisory with Principal Securities Inc. Specializes in strategic planning and financial advice for mid-size business clients. Charles is an Accredited Investment Fiduciary and holds various insurance licenses. 
A panel of four attorneys discuss non-disclosure agreements, best practices, pitfalls to avoid
How it can benefit your company during both the growth phase, and help prepare for a sale
Moderator: Mark Kravietz, President, Greater New York Chapter – Exit Planning Institute. With over 30 years experience as a Certified Financial Advisor, Mark has coached over 100 business owners and clients through their own personal exit. Expertise in financial planning,
Fees:
Cost to attend $129.00
Fee includes:
- Coffee, a light breakfast and a light lunch.
- Free post-symposium confidential consultation based on your needs with a professional attorney, accountant, financial consultant or merger and acquisition specialist.