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Wednesday, February 03, 2010 12:00 - 1:30 pm
SOLD OUT Lunch Included INCLUDES: • What business owners should think about 3 to 5 years in advance of exiting • Overview of tax, investment and estate planning opportunities for owners • Key components that drive value and what drives valuation multiples • The importance of cash flow • How different valuation multiples are viewed among differing buyers • Common misconceptions about business exit • 10 practical survival tips for exiting your business SPEAKERS: Isabella McPeak is a Master Business Coach with the World’s #1 Business Coaching Firm, ActionCOACH, a global organization with over 1000 offices in 26 countries. Isabella successfully sold her previous firm to the largest Microsoft Business Solutions reseller after a complex partnership buyout. Patrick Drum joined the Seattle office of UBS Financial Services Inc. as a member of the Arbor Group which focuses on providing investment management and financial counsel for individuals and institutions seeking socially responsible investing. Wayne Fjeld is a senior manager with the Valuation Services Group (VSG) of Moss Adams LLP. Mr. Fjeld provides a range of valuation services for operating companies, family limited partnerships and limited liability companies, with a special emphasis on Employee Stock Ownership Plans (ESOPs).
Moss Adams 999 3rd Avenue, Suite 2800 Seattle, WA 98104
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