Pre-sale Liquidity Planning
April 17 @ 7:30 am - 9:00 am EDT -
“Business Rich, Cash Poor.” This is most entrepreneurs the day before their first exit. Unfortunately this also means that they frequently “under-advised” with little to no financial planning completed before they go to market. They miss the boat on advanced planning opportunities that should be happening a few years in advance of an exit.
Open Networking -
7:30 am - 8:00 am
Mix and mingle with a great crowd!
Pre-sale Liquidity Planning -
8:00 am - 9:00 am
In this panel we discuss what a “best in class” planning process looks like.
- Discuss overlap between financial planning and owners desired goals regarding the “fate” of the business (keep it, sell it entirely, partial liquidity event, etc)
- Review how different exit options yield different potential proceeds (example: ESOP vs. 3rd Party Sale vs. MBO)
- Developing a plan that encompasses estate planning, tax planning, philanthropy, and post-sale wealth planning
- Keys to getting entrepreneurs “unstuck” – creating action vs inaction when it comes to pre-sale planning