GlobalCEO Panel: Selling Your Firm - Plan Your Exit Strategy! June 12, 2013
Wednesday, June 12, 2013 from 7:30 AM to 9:30 AM (EDT)
Your Exit Strategy begins Now!
Critical Preparation for the Eventual Sale of Your Company
Most business owners don't expect the exit from their company to be easy, but many are surprised by how difficult it can be to sell their business for a good price in a reasonable timeframe, especially in the current economic environment. This presentation is the first part of a three part series that discusses the key steps in planning for the successful sale of your company and the importance of planning ahead – often at least 5 to 7 years or more – prior to the eventual sale. We have brought together a group of experts to discuss the important steps in planning for the eventual exit from your company.
We will examine the importance of legal oversight through a legal compliance review. Our accounting experts will provide the upfront planning necessary to build the financials of the company for maximize value. Our Insurance expert will discuss the amazing aray of insurance vehicles which can lower or eliminate significant tax risk and potential loss of key personnel.
Coffee and Networking 7:30 am to 8:00 am
- Full Seated Breakfast Served 8:10 am
- Presentation Begins 8:20 am
- Presentation Concludes 9:30 am
Panel of Experts
Moderator: Ronald K. Wills, Executive Director, NABOE and Vice President, EagleBank . Proven record in rebuilding and revitalizing organizations with strong track record in acquiring new clients, managing successful teams across organizational divisions, managing regulatory and human resources and implementing IT and core technology. Mr. Wills has 20+ years banking experience including 15 years of real estate and Commercial Lending and during that time he has reviewed over 2000 business plans from privately held companies seeking loan and capital infusions. www.NABOE.org
• Norman L. Eule, General Counsel, PC. Mr. Eule is the Chair of General Counsel’s Corporate and Tax Practice Group and an Adjunct Professor of Law at the GWU and AU Law Schools. He has more than 35 years of professional experience in counseling business owners and senior executives on all aspects of commercial transactions. www.GeneralCounselLaw.com
• Alan Meltzer, The Meltzer Group. The Meltzer Group is a diversified financial services company based in Bethesda, Maryland. Since founding The Meltzer Group, Mr. Meltzer, has transformed the company from a single insurance agent selling life insurance to one with well over 100 employees in 5 divisions offering not only life insurance, but group benefits, investment services, retirement plan services and property and casualty products. www.Meltzer.com
• Monica Tillett, WTAS. Monica Tillett leads the Mid-Atlantic area state and local tax practice of WTAS. Ms. Tillett has nearly 20 years of experience advising clients in all areas of state and local taxation. She will discuss the importance of reviewing your operations well in advance of a sale to ensure there are no surprises during a sale transaction, and may even uncover current cash opportunities. www.WTAS.com
• Luke Coombs, WTAS. Luke Coombs has nearly 20 years of experience in delivering tax services to business enterprises and individuals. He practices in the area of federal taxation including accounting for taxation for financial statement purposes, planning, due diligence and tax compliance. Mr. Coombs will discuss the timing and tax structure of a sale transaction that could significantly influence the value of your company. www.WTAS.com
About the GlobalCEO Presentation Series:
Years ago only the largest companies played on the Global level. Today, globalization impacts every company from the 1 person start up to the multi-million revenue firm. Everything is globalized and everyone is effected by this dramatic change. The GlobalCEO presentation series recognizes this fact of life and provides both a local and world view for our participants.
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GlobalCEOs targeted audience of privately held companies represents over 50% of our country’s GNP and are a major force in innovation and job growth. However, globalization presents both opportunities and dangers for our base. The first obvious effect that globalization has on business is the opening of doors and the increase in the amount of potential customers, suppliers, partners and collaborators out there. Years ago if your business was in Maryland, for example, it seemed too much of a hassle to try and trade and do business with someone out of your state and certainly not in other countries. Letters took days to arrive, telephones were helpful but finding new prospect phone numbers problematic and fulfilling order could take weeks or months.
Today the world runs 24/7 with outsourced services and production that pits lower waged international competitors against our local, but higher priced labor force. More and lower priced competitors encroaching on our businesses but globalization can also provide new opportunities never envisioned just 5 or 10 years ago.
GlobalCEO will provide educational opportunities with featured presentations of key importance to our business base. It will provide a global outlook on all that we do and tap the amazing international base in the Washington, DC metropolitan area.
This is a leadership forum and we have special pricing for company CEO's / Principals of firms $1MM or greater in annual revenue. Please contact us for additional details Corporate Discount
When & Where
National Association of Business Owners & Entrepreneurs
The National Association of Business Owners & Entrepreneurs (NABOE) features the GlobalCEO series supporting privately held companies in the Washington, DC region. For more information, go to www.NABOE.org