BUSINESS LEGAL TROUBLESHOOTING: NEW LAWS, FAMILY OWNED BUSINESSES AND COMPLEX M&A ISSUES
- How legal planning relates to Exit Planning
- Updates in the Law (Corporate Transparency Act)
- Family Owned Businesses
- Documentation Issues
- Operational Control
- Buy-Sell Agreements
- Navigating Family Dynamics
- Complex M&A Issues
- Bridging the Valuation Divide
- Earnout Safeguards
- Rollover Equity (Pros and Cons)
- Hidden Traps
Learning Objectives:
- Understanding the recent updates in the law
- Recognizing and mitigating legal issues commonly present with family owned businesses
- Gaining a deeper understanding of complex M&A issues
About the Presenters:
Learn from industry experts Tina M. Alleguez, Esq., Managing Partner, Alleguez Newman Goodstein LLP, Janice Miller, Esq., Managing Partner, Miller Haga Law Group, LLP, Eric Jones, Esq., Shareholder, Nevers Palazzo Packard Wildermuth & Wynner, moderated by James Reynolds, Area Manager, BBSI.
Thank you to our Sponsors
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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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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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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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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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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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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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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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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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 James Reynolds:
James Reynolds currently leads the North Los Angeles and Ventura Counties operations for BBSI.
James has spent the past 10 years with BBSI, leading and growing business units in Southern California and Colorado. During his time with BBSI, James has worked with countless business owners to help them operationalize their vision and is passionate about helping business owners be successful.
Prior to joining BBSI, James led a telecommunications services company. He has also owned and sold several successful small businesses including a commercial avocado ranch and a family frozen yogurt shop. In addition, James served 4-years in the US Marine Corps and spent 5-years as a Practitioner Faculty member for Apollo Education Group.
James’s most recent community involvement includes being an active member of ProVisors and the Exit Planning Institute. And previously, the Colorado Thought Leaders Forum, serving on the advisory board, Denver Advisory Board, serving as a peer Advisory Group Chair and on the presentation committee, and volunteering as a Judge and Mentor for Young American’s Center for Financial Excellence’s YouthBiz programs.
Meet Eric Jones, Esq.:
Eric Jones practices in the area of corporate and business law, counseling privately held companies and their owners in structuring, negotiating, and closing strategic transactions. His experience includes equity and asset acquisitions, financings, mergers, entity conversions and dissolutions, commercial transactions, and corporate governance matters. Eric advises on entity formation, investment-banker and accounting-firm engagement letters, term sheets and letters of intent, shareholder agreements, and general commercial contracts, including master services agreements, statements of work, and indemnity. Eric earned his Master of Laws in Taxation and works closely with clients’ tax advisors to address tax issues that may impact pending transactions.
The Pacific Coast Business Times named Eric to the “40 under 40” class in 2020 and “Who’s Who in Professional Services” lists in 2020, 2021 and 2022. The Greater Conejo Valley Chamber of Commerce named Eric to its “40 Under Forty 2021” class. He has also been named a Rising Star in the mergers and acquisitions practice area by Southern California Super Lawyers (2021 and 2022).
Eric is a dual citizen of the United States and New Zealand and serves as the point of contact for the law firm with Kiwis in LA (which the law firm is a proud sponsor). He is passionate about assisting New Zealanders with business operations here in the United States. In his personal time, Eric enjoys collecting fine wine and taking his dog for long walks.
Meet Tina M. Alleguez, Esq.:
Tina M. Alleguez is fluent in both Spanish and English and her versatility is reflected in the significant successes that she has achieved in a wide variety of legal fields, including national and international business transactions, business and commercial litigation.
Despite a variety of practice areas, in her 30+ year career Tina has consistently represented clients with real estate holdings on a national level and has assisted them in reducing their claims, not only by providing risk management advice, but also by drafting their service/lease agreements in such a way as to reduce their exposure. When she was representing owners of commercial shopping centers and other commercial complexes, she led training seminars for managers, janitorial companies and security companies on issues of maintenance and safety.
In the last 20+ years, Tina has focused her practice on serving as outside general counsel for a wide array of business clients, ranging from sole proprietorships, corporations, limited liability companies and partnerships and has represented them at both state and federal trial levels, and in alternative dispute resolution forums. She advises her clients in a variety of transactional matters and business deals, including contract negotiations, acquisition or sale of a business; acquisition or sale of commercial real estate; joint ventures and strategic alliances; licensing and distribution of products; business entity formation; and also provides assistance with business operating problems (contract disputes, contract preparation and negotiation; lease negotiation, risk management analysis and assessment, corporate compliance, succession planning and dissolution).
Tina has been selected as Southern California’s Super Lawyers from 2016 through the present. She served for many years on the Board of Directors of the Hispanic Business Network, a non-profit organization devoted to helping and educating Latino business owners located in the San Fernando Valley. From 2013 through 2021, she served as President of the Board of Directors of Multicultural Learning Center, a dual immersion (Spanish/English) charter school, K-8th grade, and currently serves on the Board of its foundation.
In her personal time, she enjoys spending time with her family, hiking, working out at a rowing gym, traveling, playing and watching tennis, and cooking with her 16 year old daughter.
Meet Janice Miller, Esq.:
Janice Miller is the managing partner of Miller Haga Law Group, LLP and is a highly recognized legal expert with more than 25 years of experience as an innovative general counsel. She represents the firm’s clients in business transactions, real estate leasing, entertainment, intellectual property, licensing, hospitality and the emerging legal field of nonfungible tokens ("NFT’s”). The firm’s clients have come to rely on Janice’s insightful dispute-resolution strategies as preventive measures to avoid litigation. She is a noted speaker and panelist at conferences relating to location-based entertainment venues, theme park legislation, real estate and leasing, intellectual property and licensing, and drones.
Janice is also an expert in the business strategy of Coopertition® (the notion that competitors can work together cooperatively for the benefit of their clients). She serves as a strategic legal partner and business adviser, providing the firm’s clients with pragmatic, cost effective legal and business solutions that minimize risk and maximize profits.
Janice was selected to the Super Lawyers list for Southern California in 2020 - 2023. She was chosen by the Los Angeles Business Journal as one of its 2021 and 2022 Women of Influence; nominated for the Los Angeles Business Journal’s Emerging Woman-Owned Business Leader Award and was a 2020 and 2021 finalist for the San Fernando Valley Business Journal Valley Mentors Award. Janice earned her J.D. degree from Temple University Beasley School of Law, where she graduated on the Dean’s List. She also earned her B.A. degree from Temple University, where she graduated magna cum laude. Additionally, Janice earned her MBA from the University of Redlands where she graduated, summa cum laude.
Janice and her husband 25+ years have two wonderful young adult children. Her son is a commercial airline pilot, and her daughter will graduate In May with her M.S. in Kinesiology and start her Doctoral program in the fall in Behavior Health with the goal to work in the emerging field of prehabiliation for athletes and performers. Janice enjoys working out, running, spending time with her friends, and a good bottle of wine.
