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A CRASH COURSE SPONSORED BY LOMMEN ABDO TO HELP YOU CHART YOUR COMPANY'S VALUE & MAP OUT WHETHER TO CONVERT YOUR EQUITY INTO CASH OR SAFELY PASS YOUR COMPANY ALONG TO CO-OWNERS OR FAMILY. | |
THURSDAY, NOVEMBER 8th
Registration & networking from 1:00 to 2:00 p.m.
Seminar runs from 2:00 to
5:00 p.m.
Networking, refreshments & drawings for door prizes to follow.
NO ADMISSION FEE.
ELSIE'S RESTAURANT, BAR & BOWLING CENTER
(A family owned business venue in northeast Minneapolis!)
729 Marshall Street Northeast
Minneapolis, MN 55413
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To register, email your name, business name and phone number to Brad Wicklund at
or call him at 612-336-9325. For more information, contact Bob Abdo at
or Greg Perleberg at greg@lommen.com. |
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TOPICS:
Building Value for Sale or Succession
- What Are Your Key Assets & How Do You Protect Them?
- Choosing Partners Wisely
- Capitalization
- Building a Management Infrastructure
- Employees, Consultants & IC: Using Non-Competes, Assignment Clauses & Other Contracts to Protect Your Assets
- Effective Buy/Sell Agreements . . . And Why You Need Them
- Securing Your IP Ownership, Managing IP, Protecting Brand Equity Plus Social Media Issues
- Real Estate & Facilities Considerations
- Tax Elections & Entity Conversion Considerations
- Organic or Strategic Growth Options
- Q&A
Sale to a Third Party for Maximum Dollars
- True Enterprise Value - How Is It Determined?
- What Protection Do You Need Before Sharing Confidential Information?
- Transaction Team - Who & at What Cost?
- The Transaction - Financing Structure
- Tax Consideration - Purchase or Sale
- Closing the Deal - Sell-Side & Buy-Side
- Q&A
Transfer to Co-Owners or Family
- Gifting
- Family Limited Partnerships
- Different Classes of Ownership Interests
- Trusts and Foundations
- Q&A
PRESENTERS:
- Bob Abdo, Stacey DeKalb, Tom Dougherty, Greg Perleberg, Karen Schlotthauer and Dan Young, Lommen Abdo Law Firm (lawyers)
- Sarah Atkins, CavClear (business owner)
- Sean Hauenstein and Dennis Peterson, Copeland Buhl & Company (accountant)
- Frank Fuller, Franklin Bank (bank president)
- Jerry Clark, SealedBid (business intermediary)
Get more information on the seminar.
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