Exit Planning Institute North Texas Chapter Social

Date:  June 8, 2017  4:30- 6:30
Place: Nick and Sam's, 8111 Preston Rd, Dallas 75225  (Preston Center SW corner)
Members: $15; Non-Members $20
Register: Here


"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

Register: Here


" 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
Register: Here


"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
Register: Here

 


119 comments

Category: Q & A

Q&A: My kids don’t want my business and I don’t want to sell to my employees, so I will be looking to sell to an outsider third party. I have an idea about what my business is worth, but honestly, I’m not sure. Should I get a business valuation before I sell? A full blown valuation might not be necessary. It won’t tell you how to increase the value, if need be, how salable your business is, nor what you will net from the sale after taxes and fees. An analysis based on the income approach to value along with a review of the current position of the value drivers would probably serve your needs better. See how it works to get a better idea of the value drivers that impact value, salability, and bankability. Call us at 214-692-9192 to learn more about the value report and analysis that we prepare. - See more at: http://businesswealthsolutions.net/index.php/resources/blog/blog-sub6/q-should-i-obtain-business-valuation-i-sell1/#sthash.akGyKkWo.dpuf

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Category: Q & A

I will be looking to sell to an outsider third party in the next three years. I have an idea about what my business is worth, but honestly, I’m not sure. Should I get a business valuation before I sell?

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Category: Q & A

I plan to sell my business sometime in the next 5 years. My CPA wants me to meet with a financial planner now. I won’t have any money to invest until I sell my business. Why meet with a financial planner now?

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