In the next decade, 7 out of 10 privately held companies will transfer ownership |
Attend a Confidential Seminar for Business Owners:
Hold & Grow or Sell & Go?
Strategies to Maximize the Value of Your Business
Presented by industry experts!
| Who Should Attend? | |
| • Owner's trusted advisors, partners or spouses | |
| • Business Owners with revenues of $1M to $20M | |
| • Business Owners planning to exit their business within the next 3 years | |
Learn About: |
Find Out How to: |
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• Know when is the time to sell |
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• Structure a sale that maximizes YOUR gains and minimizes taxes |
|
• Determine the best qualifed successor |
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• Build and control the team to reduce risk, preserve value and reach YOUR objectives |
$49.00 registration fee per company (up to 2 attendees) |
| San Jose, CA |
| September 17, 2008 |
| 1:30 pm-5:30 pm |
| Wine & Cheese Reception following seminar |
| TO REGISTER: |
| •Online: Click on "Register Now" or "CONFIDENTIAL ONLINE SEMINAR REGISTRATION", type in password "Sunbelt" complete the form and pay by credit card through Acteva. |
| •Via phone: Please call (408) 436-1900 or E-mail lhoward@sunbeltbayarea.net |
CONFIDENTIAL ONLINE SEMINAR REGISTRATION
Wednesday, September 17, 2008
1:30pm – 5:30pm
First Floor Conference Room
1740 Technology Drive
San Jose, CA 95110
(408) 436-1900
Map and Directions MAP LINK
Seminar Agenda
1:30pm – 1:45pm Welcome and Introductions
1:45pm – 2:00pm Sunbelt Broker
- Current economic conditions
2:00pm – 3:00pm Joan Young, Business Intermediary, CBI®, CBB®
Sunbelt
- Goal setting to get to your game
- Strategic Value Drivers
- Steps in the sales process
- Types of Buyers
3:00pm – 3:15pm BREAK
3:15pm – 4:15pm Brad Bosomworth, Attorney
Sweeney, Mason, Wilson and Bosomworth
- Role and use of counsel
- Financial plan
- Improving your value
- How to avoid risk
4:15pm – 5:15pm Steve Schilling, Global Wealth Management
Bernstein Global Wealth Management
- Pre-transaction planning
- Maximizing wealth when selling you business
5:15pm – 5:30pm Panel – Questions and answers
5:30pm – 6:00pm Wine and Cheese Reception
Presenters:
Joan Young, Broker, CBI®, CBB®
http://www.sunbeltbayarea.net
Sunbelt, Greater Bay Area
Joan Young has been working with Sellers and Buyers of privately held companies since 1980. In 2000 Joan purchased the rights to develop Sunbelt in the San Francisco Bay Area. Sunbelt is part of the largest global business brokerage network with over 300 office worldwide. Joan has brokered over 100 transaction from mid-market businesses to “main street” deals. In addition to being one of a handful of brokers that have earned the Certified Business Brokers accredidation,(CBB®), Joan holds the coveted Certified Business Intermediary (CBI®) designation as well.
Bradley D. Bosomworth Business and General Corporate Law
http://www.smwb.com Sweeney, Mason, Wilson and Bosomworth
Brad works exclusively with individuals and privately held businesses.As Outside General Counsel, he provides cradle to grave legal services to businesses in a wide variety of industries.Brad advises Boards of Directors, is involved in entity formation and structure, maintenance and dissolution, financing transactions, ownership agreements, intellectual property protection and all manner of commercial agreements and transactions.Brad is heavily involved in mergers and acquisitions wherein he represents both buyers and sellers, and has participated in over 100 transactions including simple “main street” acquisitions and complex mid-market transactions up to $35,000,000.
Steve S. Schilling, CFA Wealth Management Group Specialist
https://www.bernstein.com/ Bernstein Global Wealth Management
Mr. Schilling, a Specialist in Bernstein's Wealth Management Group based in San Francisco, advises the firm's Bay Area and Pacific Northwest clients regarding complex investment planning issues. He has expertise in diversification planning for holders of concentrated portfolios, multi-generational wealth transfer, philanthropy, and pre-transaction planning. Mr. Schilling joined the firm in 2000. Since 2003, he has been a member of the Wealth Management Group, serving as an Analyst and Senior Analyst before becoming a Specialist in 2005. Mr. Schilling earned a B.A. in economics from the University of California at Santa Barbara and is a Chartered Financial Analyst charter holder.