Timing the Exit – Considerations for the Business Owner

Selling a business is often a complex and sometimes vexing task, but preparing yourself and your business can help maximize the end result.

Please join us for a private event geared towards corporate owners as well as their professional advisors.

Among the topics we will address are:

  • What makes a company saleable for a strategic exit valuation?
  • What is a strategic valuation in the current M&A climate?
  • What kind of deal structure makes sense given my personal goals and lifestyle needs?
  • What can I do to prepare my business for sale and minimize purchase price adjustments when I do sell?
  • How can I limit my personal exposure following the sale?
  • How can I increase value to my beneficiaries and reduce my estate taxes?

Agenda: Tuesday, July 16, 2013
5:00 – 7:00 p.m. . MST: Presentation and Reception

Location: Holland & Hart
555 17th Street, 32nd Floor Denver, CO 80202 303.295.8000
Click here for a map and directions

Joanne Baginski, Partner, EKS&H
Ward Cerny, Vice President, Bernstein Global Wealth Management
Ron Chernak, Managing Director, CFA Colorado, LLC
Sam Edwards, Attorney, Holland & Hart LLP

Colorado CLE Credit Pending

To register online please click here.

Please respond by Friday, July 12, 2013.

Questions? Contact Susan Westberry at 303-295-8273 or sdwestberry@hollandhart.com.

Bernstein Global Wealth Management
Since 1967, Bernstein has focused squarely on research and investment management. As a financial advisor and discretionary money manager, we manage more than $75 billion for private clients, serving them with the highest level of fiduciary responsibility. Our research insight feeds into a centralized investment management structure so that all our clients directly benefit from our best ideas. Our team of wealth planning experts have constructed a pre-transaction planning process to incorporate all aspects of the family's wealth, both pre- and post-transaction.

CFA Colorado, LLC
CFA Colorado, LLC is affiliated with Corporate Finance Associates, a 50+ year old network of investment banking firms with offices in the U.S., Canada, South America, Europe, India, and Hong Kong. CFA Colorado, LLC provides a broad range of business transfer and investment banking services to small and mid-sized companies with revenues up to the $125-million range. Securities for CFA Colorado are offered through Colorado Financial Service Corporation member FINRA/SIPC. CFA Colorado, LLC and Colorado Financial Service Corporation are separate entities.

EKS&H is a Colorado-based public accounting firm providing audit, tax, and business consulting services to clients locally, nationally, and internationally. Our commitment to excellence has resulted in sustained growth since we began 35 years ago. Currently, we have the largest number of CPAs of any firm in the Rocky Mountain region. We have more than 440 employees including 51 partners in three offices. We are ranked as one of the top 50 U.S. firms in Accounting Today's 2012 Top 100 Firms and we have been named a Best Place to Work by the Denver Business Journal, Great Places to Work Institute, and Entrepreneur and Fortune Magazines.

Holland & Hart LLP
Holland & Hart LLP delivers integrated legal solutions to regional, national, and international clients of all sizes. Since its inception in 1947, Holland & Hart has grown into a full-service law firm of more than 440 lawyers in 15 offices across the Mountain West and in Washington, D.C. We stand apart in our footprint based on the breadth and depth of experience we offer, and our client-driven culture is personalized, responsive, and innovative.


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