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
SESSION I: Introduction and Transition Overview
May 5, 2009
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Topic
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Facilitator/Speaker
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Schedule
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General and Participant Introductions and Seminar Objectives |
Beth Franklin |
8:00 a.m.-8:30 a.m. |
Exit in Real Life |
Beth Franklin/Miller Welborn |
8:30 a.m.-10:00 a.m. |
Session Break |
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10:00 a.m.-10:20 a.m. |
“The Defining Moment of Business Ownership- Business Owner Solutions” |
Dave Power, Lattimore Black Morgan and Cain (LBMC) |
10:20 a.m.-12:00 p.m. |
Lunch |
Beth Franklin/Firefly Restaurant |
12:05 p.m.-1:05 p.m. |
SESSION II:
Accounting and Investment Aspects of Transitions May 12, 2009
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Topic
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Facilitator/Speaker
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Schedule
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Session I Re-Cap and Questions |
Beth Franklin |
8:00 a.m.-8:20 a.m. |
“Preparing to Exit Gracefully- Which Door Do You Choose?” |
Tom Price, Alan Webb: Price CPAs |
8:20 a.m.-10:00 a.m. |
Session Break |
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10:00 a.m.-10:20 a.m. |
“Business and Retirement Planning for the Business Owner” |
Sam Holden, Kevin Jenks: National Financial Services Group |
10:20 a.m.-12:00 p.m. |
Lunch |
Beth Franklin/Catered in |
12:05 p.m.-1:00 p.m. |
SESSION
III: Legal and Tax Aspects of
Transitions May 28, 2009
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Topic
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Facilitator/Speaker
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Schedule
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Session II Re-Cap and Questions |
Beth Franklin |
8:00 a.m.-8:20 a.m. |
“Putting Lipstick on the Pig- The Legal Issues” |
Chase Cole; Waller Lansden Dortch & Davis |
8:20 a.m.-10:00 a.m. |
Session Break |
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10:00 a.m.-10:20 a.m. |
“Tax Issues Surrounding Transitions” |
Richard Johnson; Waller Lansden Dortch & Davis |
10:20 a.m.-12:00 p.m. |
Lunch |
Catered |
12:00 p.m.-1:00 p.m. |
SESSION IV: Your Strategic Framework June 4, 2009
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Topic
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Facilitator/Speaker
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Schedule
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Session III Re-Cap and Questions |
Beth Franklin |
8:00 a.m.-8:20 a.m. |
Individual Strategic Framework Presentations |
Participants and Expert Panel |
8:20 a.m.-10:00 a.m. |
Session Break |
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10:00 a.m.-10:20 a.m. |
Individual Strategic Framework Presentations |
Participants and Expert Panel |
10:20 a.m.-12:00 p.m. |
Travel to off-site lunch location |
Individual Transportation |
12:00 p.m.-12:30 p.m. |
Lunch (Offsite) |
Beth Franklin |
12:30 p.m.-1:00 p.m. |
All sessions are held at:
Multi-Task Solutions, 4017 Hillsboro Pike, Suite 402 in the Hill Center of Green Hills.