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DTSTART:20140226T130000Z
DTEND:20140226T143000Z
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SUMMARY:Small Business Educational Series "90 Minutes to Success"
DESCRIPTION:Attention Business Owners Do you have an Exit Strategy?  \n\n	 \n\n	 \n\n	For most business owners\, their business is their primary asset\, and having an updated\, ironclad\, business plan is imperative\, even if you don't plan to retire or sell your business for many years.\n\n	 \n\n	Please join us on Wednesday\, February 26th for Part I of : "Business Succession Planning: How to Prepare for Your Exit."  In this seminar we will cover "Structure and Funding of Buy/Sell Agreements to Maximize Value."  Howard Katz\, CFP  from Lincoln Financial Advisors will review strategies to ensure that your family gets the money from your buy/sell agreement.  Cross purchase agreements vs. entity purchase and other factors to consider. \n\n	 \n\n	 \n\n	\n		Funding the Buy/Sell\n	\n		Stated value vs. formula\n	\n		Mandatory provisions\n	\n		The "8 D's" that must be addressed\n	\n		Who will buy the business: outsider\, key employee(s) or family member? \n\n\n	 \n\n	It is critical that business owners understand the importance of business succession planning and the repercussions of failing to create a succession plan.\n\n	 \n\n	"How to Prepare for your Exit Part II:" Selling Your Business   How Will it Impact Your Family & Strategies to Lower Your Tax  Bill" will be held on Wednesday\, March 26th.
X-ALT-DESC;FMTTYPE=text/html:<div style="text-align: center\;">\n	<strong><span style="font-size: 14px\;"><span style="font-family: times new roman\;"><span class="title">Attention Business Owners&hellip\;Do you have an Exit Strategy?&nbsp\; </span></span></span></strong></div>\n<div style="text-align: center\;">\n	<strong><span style="font-size: 14px\;"><span style="font-family: times new roman\;">&nbsp\;</span></span></strong></div>\n<div style="text-align: center\;">\n	<strong><span style="font-size: 14px\;">&nbsp\;</span></strong></div>\n<div>\n	<span style="font-size: 14px\;"><span class="title"><span style="font-family: times new roman\;">For most business owners\, their business is their primary asset\, and having an updated\, ironclad\, business plan is imperative\, even if you don&rsquo\;t plan to retire or sell your business for many years.<br />\n	&nbsp\;<br />\n	Please join us on Wednesday\, February 26<sup>th</sup> for Part I of : <em>&ldquo\;Business Succession Planning: How to Prepare for Your Exit.&rdquo\;&nbsp\; </em>In this seminar we will cover &ldquo\;Structure and Funding of Buy/Sell Agreements to Maximize Value.&rdquo\;&nbsp\; Howard Katz\, CFP&reg\; from Lincoln Financial Advisors will review strategies to ensure that your family gets the money from your buy/sell agreement.&nbsp\; Cross purchase agreements vs. entity purchase and other factors to consider. </span></span></span></div>\n<div>\n	<span style="font-size: 14px\;">&nbsp\;</span></div>\n<div>\n	<span style="font-size: 16px\;"><span style="font-size: 12px\;"><span class="title">&nbsp\;</span></span></span></div>\n<ol style="list-style-type: lower-alpha\;">\n	<li>\n		<span style="font-size: 16px\;"><span style="font-size: 12px\;"><span class="title"><span style="font-size: 14px\;"><span style="font-family: times new roman\;">Funding the Buy/Sell</span></span></span></span></span></li>\n	<li>\n		<span style="font-size: 16px\;"><span style="font-size: 12px\;"><span class="title"><span style="font-size: 14px\;"><span style="font-family: times new roman\;"><span style="font-size: 14px\;"><span style="font-family: times new roman\;">Stated value vs. formula</span></span></span></span></span></span></span></li>\n	<li>\n		<span style="font-size: 16px\;"><span style="font-size: 12px\;"><span class="title"><span style="font-size: 14px\;"><span style="font-family: times new roman\;">Mandatory provisions</span></span></span></span></span></li>\n	<li>\n		<span style="font-size: 16px\;"><span style="font-size: 12px\;"><span class="title"><span style="font-size: 14px\;"><span style="font-family: times new roman\;">The &ldquo\;8 D&rsquo\;s&rdquo\; that must be addressed</span></span></span></span></span></li>\n	<li>\n		<span style="font-size: 16px\;"><span style="font-size: 12px\;"><span class="title"><span style="font-size: 14px\;"><span style="font-family: times new roman\;">Who will buy the business: outsider\, key employee(s) or family member? </span></span></span></span></span></li>\n</ol>\n<div>\n	<span style="font-size: 14px\;"><span style="font-family: times new roman\;"><span class="title">&nbsp\;<br />\n	It is critical that business owners understand the importance of business succession planning and the repercussions of failing to create a succession plan.<br />\n	&nbsp\;<br />\n	&ldquo\;How to Prepare for your Exit Part II:&rdquo\; <em>Selling Your Business &ndash\; How Will it Impact Your Family &amp\; Strategies to Lower Your Tax &nbsp\;Bill&rdquo\;</em> will be held on Wednesday\, March 26th.</span></span></span><br />\n	&nbsp\;</div>\n
LOCATION:7000 Central Parkway\, 3rd Floor Conference Room Sandy Springs\, GA 30328 Phone: 678.443.2990
UID:e.569.2911
SEQUENCE:3
DTSTAMP:20260510T170230Z
URL:https://business.greaterperimeterchamber.com/events/details/small-business-educational-series-90-minutes-to-success-02-26-2014-2911
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