ASK THE EXPERTS PANEL ON BEST PRACTICES FOR GROWTH AND EXITING WITH ATTORNEY JOE WALSH, INVESTMENT BANKER LARRY STARKS AND CPA ROBERT ROGERS
In this presentation we will share:
- What owners can do now to positively impact their sale process and sale price.
- Why and how a financial review or audit is beneficial to a selling owner.
- Pitfalls and problems that hold owners back from getting what they want in a sale process.
- Strategies that save on taxes and maximize net profits and transaction proceeds.
Learning Objectives:
- What owners can do now to positively impact their sale process price (increase price, internally prepare for the sale process, assemble a team etc.)
- Pitfalls and problems that hold owners back from getting what they want in a sale transaction.
- Strategies that save on taxes and maximize net profits and transaction proceeds.
About the Presenters:
Hear from industry experts Robert Rogers, Larry Starks, and Joe Walsh.
Event Details
Who Should Attend?
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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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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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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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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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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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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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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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Professional Advisors
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Members of Family Business Boards
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Business Consultants
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Other Business Professionals
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Business Owners
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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 Larry Starks:
Mr. Starks formed Waterview in 2003 and leads the firm. He has assisted the owners of closely held companies with the sale and valuation of their companies since 1985. Prior to Waterview, Mr. Starks managed the Southwest Region for Citigroup Capital Strategies. Citigroup Capital Strategies was the middle market M&A division of Citigroup and Smith Barney. Prior to Citigroup, he was in the Valuation Services Group at Arthur Andersen & Co.
Mr. Starks authored instructional materials for business valuation classes and was asked by the AICPA to lecture on the topic of business valuations and transactions. He is a past member of the faculty of the National Center for the Judiciary in Reno, Nevada. Mr. Starks has been featured on PBS’s Small Business School series regarding exit strategies, and he is a frequent speaker at Baylor University regarding mergers and acquisitions.
Mr. Starks is a Series 62 and 63 Registered Securities Representative, Series 79 Investment Banking Representative, Series 24 Registered Securities Principal, and a Series 28 Financial and Operations Principal.
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.
