Preparing Your Business for Resale

Proven accounting, legal and marketing strategies to maximize the sale price for your business.

Event Details

Location

swissnex San Francisco
730 Montgomery St., San Francisco, 94111 United States

Date

October 09, 2007 from 7:45 am to 11:00 am America/Los Angeles (UTC-07:00)

Cost

$35 (Free to SACC members and the first 20 registrants)

To get the most return on their business when it is time to sell, business owners should begin positioning their business for sale now.  At this combined presentation and panel discussion, business owners will learn practical, highly-effective and proven strategies that should be applied immediately whether you plan to sell your business now or in the future.

Topics will include planning an exit strategy, maximizing value (of what?), the role of an intermediary, the selling process and potential timeframes as well as building a team of experienced advisors for when it comes time to sell your business.

Program

7:45am doors open
8:00-8:10am registration; review agenda, introductions
8:10-8:20am planning, Ken Nangle
8:20-8:40am tax Issues, Rich Gunn
8:40-9:00am legal issues, Dennis Sullivan
9:00-9:10am break
9:10-9:30am financial & market positioning, Erik Bunaes
9:30-10:30am panel discussion with Q&A
10:30-11:00am end session and informal networking

Speaker Profiles

Rich Gunn, CPA, Partner, Burr Pilger & Mayer

A partner in our Tax Practice, Rich Gunn specializes in working with Owner-Managed Businesses. Rich started his career as a corporate tax specialist in the New York office of Price Waterhouse in 1986. He joined BPM in 1992 so that he could work with businesses and business owners. “It’s great working directly with business owners because they are very passionate about their business and great fun to work with” says Rich. “We address the taxes of both the business and the owners, together, for maximum tax efficiency and planning opportunities. And being the full service firm that we are, we can help them with all the accounting, tax & financial matters of the business, as well as the personal financial needs of the owners.”

Erik Bunaes, Principal, Endorphin Advisors

Erik’s financial services career has spanned almost twenty years.  This included international experience with Guy Carpenter/ Marsh & McLennan and Towers Perrin, as well as an exciting ride with InsWeb.com during the dot-com boom in the late 1990’s.  Erik left the corporate world to help small and mid-sized service industry businesses grow and improve their financial performance.  His firm, Endorphin Advisors, specializes in developing strategies to help service industry businesses achieve four goals:  Better conceptualize and communicate their services to their target market; Clearly differentiate their company and services from their competition; Improve strategic decision-making based on cash flow/operating margin criteria; and Strengthen sales and marketing strategy and messaging.  Endorphin Advisors has helped clients develop and execute growth strategies in a variety of industries, including financial services, insurance, professional services, technology, education and in the skilled trades.  Erik holds a B.A. in English from St. Lawrence University and an M.B.A. from the Leeds School of Business at the University of Colorado at Boulder.  He studied French at the University of Grenoble in France.

 

Dennis Sullivan, Esq., Law Offices of Dennis M. Sullivan

Dennis Sullivan graduated with honors from Santa Clara University and Hastings College of the Law. He generally represents owner-managed business of all sizes and has extensive litigation experience in business and international transactions. He is the Legal Advisor for the Consulates General of Switzerland, Germany, and Brazil. He practices general corporate, tax and international law in San Francisco and also represents individuals in estate and trust matters. He is admitted to all California and Federal Courts, the U.S. Supreme Court, and the U.S. Tax Court.

Ken Nangle, Certified Facilitator, The Alternative Board

As a serial entrepreneur, Ken Nangle brings over 32 years of pragmatic, hands on business experience and executive leadership to his role as TAB Facilitator.  Prior to joining TAB Ken started developed and operated three successful consulting companies over a twenty three year period.  He is a strategic, action oriented person with expertise in formulating and executing the strategies that stimulate growth, streamline operations, optimize resources, and maximize sales revenue.  Ken is committed to the business and personal success of his TAB members.  He believes strongly in the power of a peer group of business leaders giving and receiving advice from each other in order to achieve business and personal success.
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