What’s Your Exit Strategy? Maximizing the Value of Your Business: Business Succession Planning – Part II

Join us on Wednesday, May 15th from 12:00 – 1:00pm for a Lunch and Learn to hear from industry professionals about best practices business owners should consider in order to facilitate an orderly transition of management and ownership of their business.

Discussion Topics Include:

• Review of pre-exit protection strategies, including buy-sell agreements
• The options and timeline for selling a business
• Think like a buyer: Questions to consider when preparing for transition
• Negotiating a deal: Opportunities and pitfalls
• Real life examples: What can go right (and wrong)
• Preparing the business for sale and pre-due diligence
• Integrating financial planning into the exit strategy
• Asset protection and estate planning

Space is limited. RSVP by Monday, May 13th.

Speakers:

Todd Taskey
Investment Banker, Potomac Business Capital

Todd is a 20+ year entrepreneur, business owner, investment banker and business finance advisor. Todd he helps CEO’s and entrepreneurs develop a successful exit strategy by understanding the mid market investment banking process which ultimately allows for: 1) Maximum value with best structure at time of exit; 2) Minimal tax impact of a successful transaction; 3) True price discovery.

David J. Dillon
Business Coach, Watney Insights Newtwork, Inc.

Dave provides broad business acumen refined over 35 years across a variety of industries, markets and roles, including international. He is a small business owner, enhanced by the resources of his FocalPoint business franchise. The combination of his skills, experience and business acumen with the FocalPoint system, curriculum and support positions him to “teach others to fish” and help business leaders get more of what they want out of their business and relationships.

Kenneth H. Fahmy
Certified Financial Planner®, Fahmy & Associates

Ken has been a leader in providing small businesses with employee benefit plans, business succession plans and exit strategies in the DC Metropolitan area for 30 years. He has earned several professional designations including; Certified Financial Planner®, Chartered Life Underwriter CLU, Chartered Financial Consultant ChFC and the Retirement Planning Specialist Certificate from the University of Pennsylvania Wharton School.

David M. Knasel
Member, Protorae Law PLLC

Dave Knasel is a member of Protorae Law and leads the firm’s Trusts and Estates practice. In addition to Estate Planning and Administration, he also practices in the areas of Corporate and Business Entities, Business Transactions, as well as Business Succession Planning where he counsels clients in a variety of business and estate matters. In every engagement, Dave seeks to be a trusted advisor to his clients, guiding them through the legal process, and helping them achieve their goals.