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June 2018

RM EPI Chapter June Meeting: Pre Sale Planning and Wealth Management

June 28, 2018 @ 7:30 am - 9:00 am EDT
The Commons on Champa, 1245 Champa Street
Denver, CO 80204 United States
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When business owners are reselling their company, closing the deal is often all they think about. Owners may feel that taking steps in anticipation of a sale is like “putting the cart before the horse.” Not so! A truly efficient sale incorporates tax planning opportunities that can result in significant income, gift, and estate tax savings that may be lost once the deal is closed. Effective pre-sale planning can have a significant positive impact on the outcome. When contemplating the…

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August 2018

RM EPI: How Not to Get the Short End of a Buy-Sell Deal: A legal perspective

August 23, 2018 @ 7:30 am - 9:00 am EDT
The Commons on Champa, 1245 Champa Street
Denver, CO 80204 United States
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Buy-sell agreements are often overlooked in many businesses both in the formation and during the lifecycle of the business. We will discuss the many issues that arise when either new partners come into the business, leave, become disabled, or die-- among many other triggering events. We will alsodiscuss the problems and resolution of agreements that either do notcontain well thought out valuation formulas or are not easily understood. Our panelists include David Kendall from Bold Legal, Nick Thompson of Robinson Waters and O'Dorisio,…

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RM EPI: How Not to Get the Short End of a Buy-Sell Deal: A legal perspective

August 30, 2018 @ 7:30 am - 9:00 am EDT
The Commons on Champa, 1245 Champa Street
Denver, CO 80204 United States
+ Google Map

Buy-sell agreements are often overlooked in many businesses both in the formation and during the lifecycle of the business. We will discuss the many issues that arise when either new partners come into the business, leave, become disabled, or die-- among many other triggering events. We will also discuss the problems and resolution of agreements that either do not contain well thought out valuation formulas or are not easily understood. Our panelists include David Kendall from Bold Legal, Nick Thompson…

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September 2018

Pre-Sale Planning and Wealth Management

September 28, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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When business owners are selling their company, closing the deal is often all they think about. Owners may feel that taking steps in anticipation of a sale is like “putting the cart before the horse.” Not so! A truly efficient sale incorporates tax planning opportunities that can result in significant income, gift, and estate tax savings that may be lost once the deal is closed. Effective pre-sale planning can have a significant positive impact on the outcome. When contemplating the…

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October 2018

RM EPI: Pre- Diligence – Avoiding Re-pricing and Tanked Deals

October 4, 2018 @ 7:30 am - 9:00 pm EDT
The Commons on Champa, 1245 Champa Street
Denver, CO 80204 United States
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Free

If the LOI is where the deal is born, diligence can be where it dies an early death. In the worst cases, poor diligence sets the acquirer up for significant heartache post closing. With that in mind, what can we do to ensure that sellers are ready, buyers are efficient, and deals go smoothly through closing and beyond? Rocky Mountain Chapter Sponsors:

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RM EPI: Pre- Diligence – Avoiding Re-pricing and Tanked Deals

October 4, 2018 @ 7:30 am - 9:00 am EDT
The Commons on Champa, 1245 Champa Street
Denver, CO 80204 United States
+ Google Map

If the LOI is where the deal is born, diligence can be where it dies an early death. In the worst cases, poor diligence sets the acquirer up for significant heartache post closing. With that in mind, what can we do to ensure that sellers are ready, buyers are efficient, and deals go smoothly through closing and beyond? Please meet our moderator, Bill Heerman and our panelists, Tim Troha, Brian Myeroff, and Lee Fanyo: BILL HEERMAN Bill Heermann has deep…

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Search Funds – The Right Kind of Capital (for the “right” situation)

October 10, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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If you work with clients in the lower middle market that are considering an exit, you're going to want to come to this session. What's a Search Fund? Basically a funded investment vehicle for an entrepreneur to locate, acquire, and operate a single company. Because of the emphasis on the entrepreneur stepping in to take over the reigns, Search Funds are potentially an interesting option for owners that want a more immediate exit. We'll be joined by a few "Search Funders" that have raised…

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Exit Planning Bootcamp

October 11, 2018 @ 8:00 am - 1:00 pm EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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$99

Intro Text

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Succession Planning: Keeping it in the Family

October 17, 2018 @ 7:45 am - 9:00 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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$35 – $45

We spend a lot of time focused on outright sales to a 3rd party. But when it comes down to it many owners would prefer to "keep it in the family" - either in a literal sense or with existing employees. But those types of successions can be notoriously difficult. Issues range from under-capitalized buyers to buyers lacking the "entrepreneurial spirit" to truly be an owner. So how to get the deal done? In this session will be discussing options…

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November 2018

RM EPI: The Good, the Bad & the Ugly of Exiting My Business: Owner Panel…

November 29, 2018 @ 7:30 am - 9:00 am EST
The Commons on Champa, 1245 Champa Street
Denver, CO 80204 United States
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$35

An inside look at transactions from the business owners perspective. Hear the good, the bad, and the ugly. A great event for advisors and owners that are in the planning stages. Rocky Mountain Chapter Sponsors:

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