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Exit Planning Webinar - 3 Part Series

Exit Planning Strategies to Make the Transition Profitable

Exit planning is not a short-term strategy. It is a long-term view of the future of your business and how you will transition to retirement or another professional endeavor. When business owners are asked if they have a formal exit strategy, the most common response is, “No, I haven’t had time to think about that yet.” Now is the time. The sooner, the better.

Exit plans consider the imminent horizon and look out to the future. It doesn’t matter if you plan to transfer ownership to family or employees or sell to a third party. You want to make sure you get an equitable payout for your share.

building business value to close the gap webinar

  • How to assess and increase your business value
  • Insights on the performance drivers you should focus on
  • The importance of a business continuity plan
  • The role of EBITA and cash flow in the sale

Date: October 19, 2021 - 12:00pm - 1:00pm

Presented By:

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Nancy Mehlberg, CVB, EA
Principal
SVA Certified Public Accountants

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Erin Breber, CPA
Senior Manager
SVA Certified Public Accountants

Register For Part I

understanding the role of valuations and due diligence for a successful transition webinar

  • The changing landscape of mergers and acquisitions
  • Preparing for the due diligence phase
  • How your business valuation can be impacted by changes in the business
  • Using valuation information to drive profitability

Date: November 2, 2021 - 12:00pm - 1:00pm

Presented By:

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Dan Glomski, CPA, ABV, CVA, MST
Principal
SVA Certified Public Accountants

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Nikki Gralapp, CPA, CExP™
Principal
SVA Certified Public Accountants

Register For Part II

minimize tax implications with estate and tax planning webinar

  • The role estate planning plays in your exit plan
  • Tax implications of the sale or family transfer
  • What to look for in an advisory team

Date: December 8, 2021 - 12:00pm - 1:00pm

Presented By:

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Richard Kollauf, CPA, CFP®, AEP®, JD
Principal
SVA Certified Public Accountants

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Dan Glomski, CPA, ABV, CVA, MST
Principal
SVA Certified Public Accountants

Register For Part III