The A to Z steps to Buying, Selling, or Transferring a Business

August 12, 2020 - CA US


Overview: Understanding the first step of valuing/appraising a company, and then preparing the company to go to market, and the next step of engaging with potential buyers or acquirers and negotiating the terms of the transaction are all just the beginning. From there the program will progress to the aspects that cover Due Diligence and tax planning and analysis and preparation of the final documents, closing deliveries, schedules, etc. And then the final piece of the post-closing needs of the company and the potential claims and issues that can pop up after a deal is done. Roman will walk the attendees through this complex process in an educational, yet entertaining manner, sharing personal real life experiences that he has had with clients, businesses, and even his own companies!!!! Why you should Attend: Buying, Selling or even just transferring a business can be a very complex, timely, costly, and just plain old exhausting process. For those that have never been a part of it, or those that have and want to learn more, this program is for you!!!Attorney, CPA, Real Estate Broker, Title Insurance Agent and MBA, Roman Basi, the President of The Center for Financial, Legal & Tax Planning, Inc. won’t just walk you through the A to Z steps - he is going beyond the traditional alphabet and walking you through so much more!!!! Areas Covered in the Session: Learn how to properly value a company Learn how to prepare a marketing plan and prospectus for a company Understand the need for a comprehensive tax and cash flow analysis of the transaction Be prepared for a Letter of Intent and learn what needs to be covered in them and why Educate yourself on the Due Diligence process and the documents, schedules and closing items that are needed to have a successful transaction If planning for an internal transaction to a key employee, family member, etc., learn all the different possibilities of how to transfer the business in the best manner And finally, understand what happens post-closing and avoid the pitfalls and mistakes that will be discussed Who Will Benefit: Business Owners Attorneys CPAs Business Brokers Financial Planners Speaker Profile Roman Basi is the current President of The Center for Financial, Legal & Tax Planning, Inc. Roman is an Attorney, a CPA, Managing Real Estate Broker, Title Insurance Agent and an instrument rated private pilot. Roman is also one of the Tax Course Instructors for the Internal Revenue Service’s Annual Filing Season Program for Tax Return Preparers throughout the United States.

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