Event Details
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3rd Annual B.O.S.S. Business Owner Strategies Summit
- Program – 2:30pm – 6:30pm
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Registration Opens - 2:00 pm
Guest check-in and Networking
- 2:30 pm – 2:40 pm (10 mins)
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Welcome and Introductions – 2:30 pm – 2:40 pm (10 mins)
- Glenn Singleton – M&A Attorney, Foley & Lardner LLP
- Dax Seale – Private Wealth Advisor, Seale Wealth Management
- Glenn Singleton – M&A Attorney, Foley & Lardner LLP
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Intro – Why Do I Need a Transition
Strategy Now? (5 mins) -
• Dax Seale – Private Wealth Advisor, Seale Wealth Management
Topics
• The research behind transition planning
• Two Tracks – Business and Personal
- 1st Quarter – 2:45 pm – 3:30 pm (45 mins)
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Moderator: Duncan Campbell, CPA Private Wealth, Baker Tilley
The Personal Side of the Transition
• Dax Seale – Private Wealth Advisor, Seale Wealth Management
• Chris Deskin – Trust and Estate Attorney, Foley & Lardner LLP
• Successful Seller
Topics:
• What’s my NET number?
• How will I replace the income from my business?
• Tax mitigation strategies before and after the sale
• Generational wealth considerations
• Family legacy planning meetings
- TV Time out – 3:30 pm – 3:45 pm (15 mins)
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How do I protect what I have? Family protection strategies
• Amber Seale – Private Wealth Advisor, Seale Wealth Management
Topics:
• Family and personal protection strategies
- 2nd Quarter – 3:45 pm – 4:30 pm (45 mins)
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What are my options?
Moderator: Kyle Turbitt, Private Equity Investor, Sole Source
Capital
• Neal England – Investment Banker, Founders Advisors
• Glenn Singleton – M&A Attorney, Foley & Lardner LLP
• Successful Seller
Topics:
• Do I have all of the capital I need to grow?
• Identifying goals and understanding types of transactions
• Minority Re-Cap
• Majority Re-Cap
• Stock vs. Asset Sale
• Management Buyout
- 4:30 pm - 5:00 pm (30 mins)
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Halftime - Networking Break
Bar Opens / Heavy Hors d’oeuvres
- 5:00 pm – 5:45 pm (45 mins)
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3rd Quarter
Creating and Capturing Value
Moderator: Zak Everson, CPA Valuation, Baker Tilley
• Wayne Vacek – Investment Banker, Founders Advisors
• Kyle Turbitt – Private Equity Investor, Sole Source Capital
• Successful Seller
Topics:
• What are buyers or investors looking for?
• What is my business worth?
• How can I increase the value of my business and
the multiple I receive?
• What should I be looking for in a buyer or new partner?
- 5:45 pm – 6:00 pm (15 mins)
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TV Time out
What now? Life after the transition
• Dax Seale – Private Wealth Advisor, Seale Wealth Management
Topics:
• Family Wealth & Legacy
• Who am I without my business?
4th Quarter – 5:45 pm – 6:30 pm (45 mins)
Preparing to Transact– Demystifying the Process
Moderator: Justin Turner, CPA Transaction Advisory, Baker Tilly
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- Ken Grider – Investment Banker, Raymond James Investment Bank
- Glenn Singleton – M&A Attorney, Foley & Lardner LLP
- Successful Seller
Topics:
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- What should I be doing to “get my house in order”?
- When/What do I tell my employees and how do I compensate them?
- How to identify and hire trusted advisors
- Role of an investment banker
- When to engage an investment banker?
- How do I choose the right investment banker?
- Common transaction processes and structures
- Key considerations during transaction stages:
- Letter of Intent / Term Sheet
- Due Diligence (Stages)
- Negotiation of Definitive Agreements
- Closing
- Post-Closing transition
- Risk mitigation techniques
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- Closing Remarks
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• Complete Survey
• Business Owner networking