Entrepreneurial Spirit. Independent expertise.

GBQ & TCF Seminar Series, Session 2: Business Liquidity Planning

May 31, 2016 5:30 - 7:30 PM

The unspoken truth is that 100% of all privately-owned companies eventually change hands. It is just a matter of how and when this happens. Studies have shown that 75% of all Baby Boomer companies representing $10 trillion of wealth will change hands over the next 10 years. Successfully running a privately held company requires a tremendous amount of time, energy and focus; which can make planning a challenge and leave one of the most important personal and professional outcomes to fate. To properly plan and position yourself and your company for an eventual exit, there are several key steps that can be taken to maximize value and keep you in control of the process. We will discuss those topics and more that will significantly increase the value of your business upon a liquidity transaction.

Presented by

Craig Hickey, CFA
Senior Manager, Valuation Services

Kaz Unalan, CPA, CEPA
Director, Tax & Business Advisory Services

This event has been approved for 1.0 hours CPE for CPAs and 1.0 hours CLE. Appetizers and refreshments will be provided.