PUTTING LIPSTICK ON THE PIG
Preparing your business for a sale or transition and your exit
A FOUR PART EXECUTIVE SEMINAR EXCLUSIVELY FOR CEOs / OWNERS OF PRIVATELY HELD COMPANIES
overview | about the experts | session schedule | testimonials
Beth Franklin, former CEO and owner of Star Transportation, is facilitating a four-session seminar exclusively for the owners/CEOs of privately-held companies. Experts from Lattimore, Black, Morgan, and Cain, National Financial Services Group, Price CPAs, and Waller Landsen Dortch & Davis, LLP will offer valuable information on the important aspects of exit/transition.
Developing an Exit or Transition Strategy: Why is it important?
1. Timing.
Just like going to the bank when you need money, the worst time to think about getting out of your business is when you have to. You should be planning now for the inevitable time when you will want to transition out.
2. Curb Appeal.
Just like selling your house, preparing your business for sale will take work - lots of it. Learn what makes a business more saleable for an optimal return.
3. What’s your number?
Do you know what it will take for you to exit seamlessly from your business? How much money will you need? What is the value of your business? Learn the answers to all of these questions at our seminar.
SESSION DATES AND TIMES
May 5 - 8 a.m. - 12 p.m.
May 12 - 8 a.m. - 12 p.m.
May 28 - 8 a.m. - 12 p.m.
June 4 - 8 a.m. - 12 p.m.
All sessions are held at:
Multi-Task Solutions, 4017 Hillsboro Pike, Suite 402 in the Hill Center of Green Hills.
As a fundamental part of your business plan, did you include a strategy for getting out of the business?
We didn’t think so. Don’t worry though - you’re not alone. As the baby-boomer generation ages, many CEO/owners like yourself are starting to think about getting out of the business they have worked so hard to develop and grow. And just like planning to get into a business, you’ve got to have a strategy with set goals and objectives for your exit. The worst time to transition out of your business is if you have to, be it because of the economy, business downturns, jobs moving off-shore, or simply because you just want “out.”
That’s where we can help.
Multi-Task Solutions, LLC has assembled a premier team of experts in the area of business sales and transitions, including Chase Cole, partner at Waller-Lansden Dortch & Davis; Dave Power, mergers and acquisitions expert at Lattimore, Black, Morgan and Cain; Tom Price, CPA and certified valuation analyst at Price CPAs; and Sam Holden and Kevin Jenks, financial investment experts with National Financial Services Group.
And that’s not all.
We’ve kept these seminars small (limited to eight attendees), so you, your business and your issues will receive the personalized attention you’ll need to start putting the strategic framework in place for your transition. Additionally, we’ve spread it out over four half-day sessions to allow you to devote the necessary time and attention to this critical issue while still being able to run your business effectively and efficiently.
The bottom line?
At the completion of this seminar, you will have developed your own individualized strategic framework for your transition or exit which will be reviewed and critiqued by our team. You will also learn what type of transitions are best for your company; how you get the optimal value when you sell or transition your business; and who you need on your transition team.
To register or for more information, contact Cristina Hall.
Or, give us a call at 615.385.2566.
Download a pdf flyer about the seminar.