Webinar Registration
Topic: Pitfalls to Avoid When Selling Your Business
Your business is one of the most valuable assets (if not the most) you'll ever own. If you are thinking of selling your business in the near future, or within the next 5 years, it’s a great idea to understand what’s involved in the process and how to prepare for the event. What are some of the common challenges and red flags that can stall the transaction? How can you maximize your business value?
We’ve asked the Plethora team to share their stories, advice and best practices on the do’s and don’ts so you can leave your business on your own terms. There is no substitute for preparation if you want to get top dollar.
Topics to be discussed will include:
• Assessing key management and owner involvement
• Type of offers a buyer may make and their tax implications
• Company’s ability to withstand the rigors of a due diligence process
• Minimizing seller liability post-closing
Date/Time: February 13, 2020 10:00 AM PST
Speakers
George Lanza, MEA, CBI, M&AMI, CSBA, President & Managing Director
Plethora Businesses
George is the co-founder of Plethora Businesses. With more than 30 years of experience in management, consulting, business valuations, mergers & acquisitions, George is a recognized leader as an M&A advisor and business valuation appraiser. He has been involved in more than 1,500 valuation engagements and successfully closed more than 250 mergers & acquisitions transactions.
Robert Fahrenhorst, Managing Director
Plethora Businesses
Robert is a Director and Manager at Plethora Businesses and advises clients in the acquisition and sale of lower middle market companies. At Plethora, he is directly responsible for the completion of more than 60 transactions including traditional sales, recapitalizations and mergers. His involvement in these mandates includes deal origination, negotiation, due-diligence and coordination of credit facilities.
Nick Lanza, Vice President
Plethora Businesses
Nick's experience includes advisory engagements for small to medium sized businesses ($10m-$200m in revenues) in logistics/transportation, manufacturing, engineering & construction, and healthcare. Nick has completed over 100 company valuations and has played a critical role in closing numerous acquisitions totaling $185M in enterprise value. While at Plethora, Nick set the record for the fastest closing of a transaction having gone from signing a Letter of Intent to funding in just 30 days.
Pam Bustos, MST, CPA, Partner - Host & Moderator
LSL CPAs & Advisors
Pam brings with her over 20 years of taxation and consulting experience. Pam’s areas of expertise include tax compliance for complex high net worth individuals and pass-through entities including partnerships, limited liability companies, S corporations and C corporations. She has extensive experience in providing tax planning for multi-state high net worth individuals and their closely held businesses. She also has significant experience in handling federal and state tax audits.