Past Seminars
Exit Strategy Seminar | Clearwater | Tuesday October 18, 2011
Plan Your Exit From Business Ownership…
An Exclusive Seminar for Business Owners and their Advisors
Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting 4 hours will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Speakers:
R. Matt Schaeffer, Partner, Carr, Riggs & Ingram www.cricpa.com
Chris Curtin, Bankers Advocate beta.bankersadvocate.com
Peter Rivellini, Johnson, Pope, Bokor, Ruppel & Burns, LLP www.jpfirm.com
Date: Tuesday, October 18, 2011 Time: 8:00 AM- 12:30 PM
Program has been accepted by CFP Board for 3 continuing education credit hours.
Location:
Offices of Carr, Riggs & Ingram, LLC
2111 Drew Street, Clearwater, FL 33765
Sponsored by: Carr, Riggs & Ingram, LLC
Course material & breakfast included…
Call (561) 882-1331 for more information or Register below.
Exit Strategy Seminar | South Florida | Sept 15, 2011
Plan Your Exit From Business Ownership…
An Exclusive Seminar for Business Owners and their Advisors
Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting 4 hours will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Speakers:
Chris Curtin, Bankers Advocate beta.bankersadvocate.com
John Majer, McGladrey www.mcgladrey.com
Michael Platner, LBBS LLP www.lbbslaw.com
Date: Thursday, September 15, 2011 Time: 8:00 AM- 12:30 PM
Program has been accepted by CFP Board for 3 continuing education credit hours.
Location:
Lewis Brisbois Bisgaard & Smith LLP
200 Las Olas Circle, 200 S.W. 1st Avenue, Suite 910
Fort Lauderdale, FL 33301
Sponsored by: Lewis Brisbois Bisgaard & Smith LLP & McGladrey
Course material & breakfast included…
Call (561) 882-1331 for more information or Register below.
How to Buy a Distressed Company
May 26, 2011 — 8:30am-12:30pm — Orlando, FL
An Exclusive Seminar for Potential Buyers and their Advisors
Florida is awash in troubled companies that make tempting targets, but no one wants to catch a “falling knife”. This factual and hard hitting 4 hours will give you the information you need to target, mitigate risk and close on the purchase of a distressed company.
Learn from Seasoned Professionals how to:
• Asset versus Stock Sales & When to Use the Bankruptcy Courts…
• Protect Yourself from Hidden Liabilities…and Bad Assets…
• Funding Issues and How to Mitigate them….
• Key Value Drivers and How to Maintain them through the Process…
• What Employees/Founders to Keep and Why…
• AVOID TAX & LEGAL PITFALLS in the Process…
Chris Curtin, Bankers Advocate www.bankersadv.com
Tim Pruban, Focus Management www. focusmg.com
Frank Mock, Lowndes, Drosdick P.A. www.lowndes-law.com
Mark Hughes, Comvest www.comvest.com
Suzan Abramson, Lowndes, Drosdick P.A. www.lowndes-law.com
Date|Time: Thursday, May 26, 2011 | 8:30 am to 12:30 pm
Location: The Lowndes Conference Center
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
215 North Eola Drive
Orlando, FL 32801
Course Material and Breakfast Included