Structuring the Deal from All Angles

TWIN CITIES METRO AREA CHAPTER EVENT

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Structuring the Deal from All Angles


In this presentation, our panelists will discuss the different methods available for owners to finance an exit. Additionally, an often overlooked aspect of a business exit is the real estate involved. Real estate is often the second largest asset of a business owner (and sometimes the largest). Our panel will discuss whether real estate should be kept or sold by covering the impact on the financial analysis/cash flow model, the tax implications, and whether the property is leveraged.

Learning Objectives:

  • To understand the various options to structure an exit from a financial perspective
  • To list utilization and processes for 1031 exchange financing
  • To understand the use of the PEG ratio in exit financing
  • To discuss conventional and SBA lender financing options
  • Tax and legal issues of a Stock vs. Asset structure
  • Types of consideration
  • Key purchase agreement terms

 

Meet the Presenters:

Hear from expert panel including Ryan T. Haag, Dave Latzke, and Jeff Wosje moderated by Robert Morse.

Meet the Presenters

 

Thank you to our sponsoring firms:

 

 

This meeting will be held at the CPA Educational Center.

Address: 1650 West 82nd Street, Suite 600 Bloomington, MN 55431

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPITwinCities.org.

About the Presenters


Moderator - Robert Morse
Ryan T. Haag

Ryan T. Haag

Sagemark Consulting Private Wealth Services

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Dave Latzke

Dave Latzke

Cherry Tree & Associates, LLC

View Bio

Jeff Wosje

Jeff Wosje

Alerus & Mayor

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.