"What Financial Buyers Want"

Speaker: Ryan Schultz, CPA (Evolve Capital) and
Thomas B. Hoyt (Independent Bankers Capital Funds)

Date: March 10, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


"Practical Considerations When Selling to Employees"

Speaker: Greg Reed, CFP and Steve Goodner

Date: April 14, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


"Passing the Torch to the Next Generation-Key Considerations"

Speakers: Cleve Clinton (Grey Reed McGraw) and
Greg Sampson (Gray Reed McGraw)

Date: May 12, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


Events

Business Wealth Solutions regularly hosts and participates in educational seminars for business owners and their advisors. Join our mailing list to stay informed about upcoming events.



Exit Planning Institute North Texas Chapter

June Social

Date:  June 8, 2017  4:30- 6:30

Place: Nick and Sam's, 8111 Preston Rd, Dallas 75225  (Preston Center SW corner)

Members: $20  Non-Members: $30

Click Here to register


North Texas Exit Planning Institute Chapter Educational Event

"Working Capital - What You Don't Know Can Sabotage the Transaction"

Date: July 14, 2017  7:30-9:00

Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900 Dallas, TX 75230

Members: $15; Non-Members $20

Speakers:  Monty Walker and Robert Rough

  • What working capital is
  • Why it is a critical aspect of a transaction
  • The factors that impact the calculation of working capital 

Approved for 1 hour of continuing education for CPAs, CEPAs

Click Here to register


North Texas Exit Planning Institute Chapter  Educational Event

" Could Exit Planning Have Saved This Family and its Business"

Date: August 11, 2017  7:30- 9:00

Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900, Dallas, TX 75230

Members: $15; Non-Members $20

Speakers: Doug Box, Interviewed by Mariann Montgomery

  • How the founder could have prepared the next generation for ownership and leadership
  • Why the business owner needs to engage a wealth manager long before he sells or gifts the business
  • How the business owner could have better coordinated his estate planning with his business plan
  • How the founder could have maximized and protected family wealth and kept the lines of communication open
  • How insufficient life insurance facilitated the downfall of this publiclly traded company

Approved for 1 hour of continuing education for CPAs, CEPAs

Click Here to register


North Texas Exit Planning Institute Chapter Educational Event

"Business Value for Exit Planning-Triggers Drivers Approaches"

Date: September 8, 2017  7:30-9:00

Place: Salmon Sims Thomas CPAs , Suite 900, Dallas 75230

Members: $15  Non-Members- $20

Speakers: Chris Mercer

  • How to recognize the trigger events that lead an owner to seek a business valuation
  • How to evaluate the performance of the value drivers and their respective impact on value
  • How to identify the three primary approaches to valuing a business and how to weight them
  • How estimating value in preparation for a third party sale differs from determining enterprise or intrinsic value

Approved for 1 hour of continuing education for CPAs, CEPAs, and CFPs®

Click Here to register


Exit Planning Institute North Texas Chapter Educational Event

"The Secret Sauce of Managing the Exit Planning Process"

Date: October 12, 2017  6:00-9:00 PM

Place: To be announced

Members: $15  Non-Member $20

Speaker: Sean Hutchinson

  • How to determine if a prospective client is a qualified candidate for ownership transition planning
  • How to engage the business owner in the exit planning process
  • How to assemble and manage the team of advisors
  • How to implement key aspects of the exit planning process

Approved for 1 hour of continuing education for CPAs, CEPAs

Click Here to register


Exit Planning Institute North Texas Chapter Educational Event

"Taxes When Selling -It's What You Net That Matters"

Date: November 10, 2017 7:30-9:00

Place:  Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900, Dallas 75230

Members $15  Non-Members $20

Speaker:  Ron Salmon

  • Why the business entity matters
  • Why buyers buy stock or assets
  • How to allocate the sale price
  • How to report the allocation to the IRS
  • The art of negotiating a win-win

Approved for 1 hour of continuing education for CPAs and CEPAs

Click Here to register


Exit Planning Institute North Texas Chapter Social

Date: December 7, 2017 7:30-9:00 PM

Click Here to register


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Comprised of experienced professionals, Business Wealth Solutions is dedicated to helping you reach your goals. Learn more about the individuals who make up our multidisciplinary team and what we can do for you.
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