Event Details
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3rd Annual B.O.S.S. Business Owner Strategies Summit
- Program – 2:30pm – 6:30pm
- Registration Opens - 2:00 pm
- Guest check-in and Networking
Welcome and Introductions
- Glenn Singleton – M&A Attorney, Foley & Lardner LLP
- Dax Seale – Private Wealth Advisor, Seale Wealth Management
- Start - 2:30 pm – 2:45 pm (15 mins)
Why Do I Need a Transition Strategy Now?
- Dax Seale – Private Wealth Advisor, Seale Wealth Management
- Topics
- How is transition planning good business strategy?
- Two Tracks – Business and Personal
- Intro – 2:45 pm - 2:50 pm (5 mins)
The Personal Side of the Transition
- Moderator: Duncan Campbell, CPA Private Wealth, Baker Tilly
- Dax Seale – Private Wealth Advisor, Seale Wealth Management
- Chris Deskin – Trust and Estate Attorney, Foley & Lardner LLP
- Matthew Boatman - President, General Drilling Inc.
- 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
- 1st Quarter – 2:50 pm – 3:35 pm (45 mins)
How do I protect what I have? Family protection strategies
- Amber Seale – Private Wealth Advisor, Seale Wealth Management
- Topics
- Family and personal protection strategies
- TV Time out – 3:35 pm – 3:40 pm (5 mins)
What are my options?
- Moderator: Justin Turner, CPA Transaction Advisory, Baker Tilly
- Ken Grider – Investment Banker Raymond James Investment Bank
- Glenn Singleton – M&A Attorney Foley & Lardner LLP
- Brandon Bohannon - Co-Founder, Caddie
- Topics
- Identifying goals
- Grow on my own
- Grow with a partner
- Sell
- Understanding Types of Transactions
- Financial Buyers - Minority/Majority Re-Cap
- Strategic Buyers – 100% sale, Cash + Deferred
- Hybrid Buyers – Cash + Equity
- Management Buyout
- 2nd Quarter – 3:40 pm – 4:25 pm (45 mins)
Networking Break
- Bar Opens / Heavy Hors d’oeuvres
- HALFTIME - 4:25 pm - 4:55 pm (30 mins)
Creating and Capturing Value
- Moderator: Zac Everson, CPA Valuation, Baker Tilly
- Wayne Vacek – Investment Banker Founders Advisors
- Kyle Turbitt – Private Equity Investor Trinity Hunt Seller Wisdom 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?
- 3rd Quarter - 4:55 pm – 5:40 pm (45 mins)
What now? Life after the transition
- Dax Seale – Private Wealth Advisor, Seale Wealth Management
- Topics
- Life after the sale
- TV Time out - 5:40 pm – 5:45 pm (5 mins)
Preparing to Transact– Demystifying the Process
- Moderator: Dax Seale – Private Wealth Advisor, Seale Wealth Management
- Glenn Singleton – M&A Attorney Foley & Lardner LLP
- Neal England – Investment Banker Founders Advisors
- Justin Turner CPA Transaction Advisory Baker Tilly Seller Wisdom
- Topics
- How to identify and hire trusted advisors
- Role of an investment banker, M&A Attorney, Transaction CPA, Wealth Advisor
- What should I be doing now to “get my house in order”?
- When/What do I tell my employees and how do I compensate them?
- Common transaction processes and structures
- Key considerations during transaction stages:
- Indication of Interest/ Letter of Intent / Term Sheet
- Due Diligence (Stages)
- Negotiation of Definitive Agreements
- Closing
- Post-Closing transition
- Risk mitigation techniques
- 4th Quarter – 5:45 pm – 6:30 pm (45 mins)
- Complete Survey
- Business Owner networking
- Finish - Closing Remarks
