Chaired by Howard Johnson
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How to avoid common errors when acquiring a company.
How to prepare a company for sale.
How to negotiate the Letter of Intent and structure a transaction.
Chaired by John Forester
Ensuring your company is financed properly.
Ensuing your cash flow modeling guides you on the purpose, amount and timing of your financing.
How to prepare and approach financial partners and understand the uses and restrictions of differing sources of financing.
Chaired by Jeff Shickele
Ensuring that funds are available to pay the taxes and deal with shareholder buyouts when a shareholder passes.
Ensuring that the next generation plays an appropriate and productive role in the family business.
Defining the scope and objectives of the family office. This may involve deploying the excess capital that a successful family business has generated.
Chaired by Ross Campbell
How to help your owner with their “exit” planning and exploring differing “exit” alternatives.
Helping your owner gain insights on company valuations and understanding the “sales” process.
Helping explore the Management Buyout option and how to approach your owner.
