Our webinar series addresses some of the challenges an owner faces before, during, and after a sale. Each one-hour session includes a discussion with a subject matter expert on a topic that impacts owners contemplating a sale.
Mason Longstreth, Director of Tax at TFO Family Office Partners, offers insights into the best time to engage your tax advisor during a potential transaction and what to expect from their expertise. He explores effective tax planning strategies designed to maximize after-tax proceeds in sale transactions, providing clear guidance on optimizing financial outcomes.
Dan Simonson, Principal and Founder of Simonson CFO, shares expert advice on the optimal timing for selling a business and the typical duration of the process. He also covers how to effectively prepare your operations and financials for valuation and highlights key factors to consider when assessing the ideal buyer and deal structure.
Donald Scott, Family Wealth Strategist at TFO Family Office Partners, outlines essential considerations for estate planning before, during, and after a sale. He also addresses common estate planning pitfalls and their long-term effects, and shares successful strategies that business owners have employed in their estate planning.
Jonathan Ariano is a partner at the leading Phoenix-based law firm, Osborn Maledon, whose practice focuses on representing growth-oriented and entrepreneurial clients, often in connection with the firm’s outside general counsel practice. A significant portion of Jonathan’s practice relates to mergers and acquisitions, typically representing sellers. Jonathan answers questions related to the process of selling your company, which advisors to engage and when, and tips to avoid common mistakes.
Oksana Komarnyckyj, a Managing Director with IBG Business, has over 25 years of experience guiding businesses through every stage of their lives, from start-up to growth to exit. She has worked in the trenches as well as in the corporate boardroom. As an M&A Advisor, Oksana focuses on assisting privately-held companies and their owners maximize value while maintaining harmony among stakeholders. Oksana discusses the process of selling a privately held business and the things to take into consideration along the way.
Dr. Rick Eigenbrod is an experienced Executive Coach and Organizational Development Consultant, specializing in leadership development, change management, and team effectiveness. He previously served as Vice President of Consulting Services at Right Management Consultants in Silicon Valley and authored What Happens When You Get What You Want: Success and the Challenge of Choice. In this session, participants evaluate sales timelines, deepen their understanding of the post-sale experience, and learn how to maximize post-sale benefits while navigating the challenges of choice.
Chuck Carroll, Chief Investment Officer and Partner at TFO Family Office Partners, explores the differences between investing in public markets and investing in one’s own business. He examines how the traits that drive entrepreneurial success can sometimes present challenges in public market investing, and he offers strategies for overcoming these challenges and building a sustainable long-term investment program.
Kim Llumiquinga, Family Wealth Strategist and Director of TFO Life Academy at TFO Family Office Partners, discusses the importance of honoring the past, establishing solid foundations in the present, and preparing your family for future success.
Damon Miller (602) 466-1656