Gate 2: The Preparation Phase Of The Value Acceleration Process

CONEJO VALLEY CHAPTER EVENT

Gate 2: The Preparation Phase Of The Value Acceleration Process


The prepare gate is about execution. Now that the owner has a baseline from the valuation and assessments, its time to de-risk the business and take the steps necessary to prepare the business owner for their 3rd act, ensure they are financially secure and the business is transferable.

*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link and Password from MemberExperience@beyondcepa.com.  Please ensure you save this to your calendar to access the meeting.  If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.

 

Learning Objectives:

  • What are the critical elements that need to be addressed to de-risk the business?
  • In a Covid Environment, what processes can be implemented in the business to increase the likelihood of a sale?
  • What Strategic Planning steps can be performed today to prepare for tomorrow’s exit.
  • General cashflow, tax and other financial items to consider when planning for an exit.

 

About the Presenter:

Learn from industry expert Sally Aubury CPA, Assurance & Advisory Partner, SingerLewak LLP.

Meet the Presenter

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.EPIConejoValley.org.

About the Presenter


Sally Aubury, CPA

Sally Aubury, CPA

Assurance & Advisory Partner, SingerLewak LLP

Meet Sally Aubury, CPA.

Experience

Sally has been in public accounting for more than 29 years. She has extensive experience in
performing audits, reviews, and mergers and acquisitions for both public and private companies.
Prior to joining SingerLewak in 2000, Sally worked in private practice in the United Kingdom and
performed audits of U.K. resident companies and U.K. subsidiaries of U.S. companies, primarily in
the high-tech and manufacturing fields.

Industries & Focus

Technology, Computer Software and Gaming, Entertainment and Media, Manufacturing &
Distribution, Aerospace, Professional Services

Education & Affiliations

Sally is a member of the American Institute of Certified Public Accountants, and the California
Society of CPAs. Sally has previously been recognized as one of the Top 25 CPAs in the Valley by
the San Fernando Valley Business Journal (SFVBJ), as well as one of SFVBJ’s “40 under 40”
which recognizes significant business achievements by Valley-based professionals.


Continuing Education


This meeting does not qualify for continuing education credits

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).