Learn Strategies Used By Top Investors in Timing Their Exits

Time Your Exit

WHEN: Thursday, January 19, 2012 		      Register
WHERE: Bay Café Restaurant, 1875 Embarcadero Rd.,
Palo Alto, CA 94303 (at the Palo Alto Golf Course)

Finally, an interactive workshop that provides successful business owners the analytical tools to make decisions like top investors.  If you are looking to exit in the next five years to  retire, start another business, or just invest, this is the workshop for you.  We're going to roll up our sleeves and get to work so you can walk away with information to make decisions and plan for your future. If you are looking for another boring presentation that leaves you with more questions than answers, this is not for you.

8 - 8:45 AM
JASON PAPIER, FLUENT WEALTH ADVISORS
HOW MUCH DOES YOUR COMPANY NEED TO BE WORTH TO MEET YOUR OBJECTIVES?

  • How much do you need from your business to retire or accomplish your next endeavor?
  • How much will your net worth be after you sell your business and after taxes?
  • How much will your expenses be during retirement or other next life phase?
  • Will you own enough to accomplish your objectives?
8:45 - 9:30 AM
NEIL SHROFF, ORION CAPITAL GROUP
WHAT IS YOUR BUSINESS WORTH OVER THE NEXT FIVE YEARS?
  • How much would someone pay for your company now?
  • How will your projected financials change your company's value over the next five years?
  • What trends are expected in middle-market M&A? How should they affect your decision?
  • What legitimate risks can negatively impact the value of the company?
9:30 – 10:00 AM
NEIL SHROFF, JASON PAPIER
WHEN IS THE RIGHT TIME TO SELL MY COMPANY?
  • Is selling to a strategic buyer the right option? Do you give it family or sell to management instead?
  • When is the right time for you to sell your business? Why is timing so important?
  • What are the opportunity costs of not selling on time?
  • What should you do now to maximize the value of the company?
10 - 10:30 AM (Optional)
ADDITIONAL Q&A
HOW CAN YOU USE YOUR BUSINESS TO CREATE A LEGACY WHILE MINIMIZING ESTATE TAXES? (IF TIME PERMITS)
  • How can you use excess company value to maximize your legacy?
  • How can you use your company to minimize estate taxes?
  • Is gifting or using irrevocable trusts more suitable to your goals in today's tax environment?
FORMAT
The workshop will be small and intimate with no more than 10 CEOs. Attendees will be provided with proprietary interactive Excel models and directed on their use. Utilizing present day information and assumptions about the future, attendees will determine personalized answers to the following questions:
  1. How much more do I need to accomplish my objectives over the next five years?
  2. How much does my business value change over the next five years?
  3. Is selling to a strategic buyer the right option for my business? If so, when is the right time?
  4. How can I use my business to create a legacy and minimize estate taxes?
A majority of the workshop will include navigating interactive worksheets and Q&A. This is not another PowerPoint presentation

WHAT TO PREPARE AND BRING
A laptop or iPad with Excel capabilities
File that can be downloaded at Click Here. We will provide the password to use it at the event. If you have trouble downloading, we can provide the file for you at the event.
2011 or trailing twelve month P&L of your company

CONFIDENTIALITY
Due to the sensitive nature of our interactive sessions, our attendees are only required to share first names and their industry. However, since all of our attendees are successful business owners, we encourage you to interact with each other and share information about yourselves and businesses.

Even though you will be bringing business and personal financial information, all of this information will remain on your personal computer and will remain for your eyes only.

REGISTER HERE

If you can’t make the date listed above, but want to attend one in future, please click the above link and let us know.

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