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.
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
9:10-9:30am financial & market positioning, Erik Bunaes
9:30-10:30am panel discussion with Q&A
10:30-11:00am end session and informal networking
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
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.