Once the difficult decision has been made to sell the business you now need to decide how to structure the sale. Competing interest from the seller and the buyer can make this a difficult task. What's best for the seller may not be good for the buyer and vice versa. What are some of the differences between an asset versus stock sale?
Learning Objectives:
- Differences between an Asset and Stock Sale
- Taxation Impacts
- Benefits
About the Presenter:
Hear from industry experts Robert Rogers and Joe Langford.
Event Location
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Business Owners
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Other Business Professionals
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTERS
Meet Joe Langford:
Joe began his accounting career immediately following his graduation from Texas A&M in 1985 with a Bachelor of Business Administration. Before founding Carpenter & Langford, PLLC, he gained valuable real-world experience, first with Gibson, Johnson & Co. and later with John Winn and Associates. Joe enjoys working closely with businesses to help them manage and control all their financial-related activities. He is a member of the American Institute of Certified Public Accountants and the Austin Chapter of the Texas Society of Certified Public Accountants. Joe remains involved in a variety of community and leadership organizations, and he currently serves on the Board of Directors for Breast Cancer Resource Center, the Umlauf Sculpture Garden and Museum, with the Capital Area Dental Foundation, and on the Senior Aggie Leadership Council.
Meet Robert Rogers:
Robert earned a Bachelor of Business Administration in Accounting, followed by a Master of Taxation from the University of Denver. With an early career in the automobile manufacturing industry as an operations director, he brings a deep background of fixed operations and client relations to the firm. Robert has also served as a Revenue Agent for the Internal Revenue Service and brings a wealth of knowledge in tax planning, tax consulting, and tax compliance. Robert is a licensed Certified Public Accountant in both the state of Texas and Colorado. He originally joined Carpenter & Langford, PLLC in 2016 as a staff accountant. He enjoys cycling, spending time with family, and volunteering in the community.