Tuesday, October 7
3:30pm – 5:00pm
(T40) Business Valuation and the Exit Planning Process: Part 2
Speaker: Allen Oppenheimer, A.M. Oppenheimer, Inc., La Jolla, CA
A step-by-step process on how to value a business and how to increase the future value of the business. Business owners will get practical tools and learn how to package their business to make it attractive to a buyer; how to maximize the future potential of the business; how to increase sales through Marketing/Market Research; organizational planning; and how to substantiate goodwill.
In addition, the step-by-step process will cover practical aspects of the sale-of-business process; how to transfer a business to family and employees using an ESOP; how to target and attract suitable buyers; how to negotiate an increase in price on the basis of favorable deal structuring; and practical examples on the sale-of-business process.