"What Financial Buyers Want"

Speaker: Ryan Schultz, CPA (Evolve Capital) and
Thomas B. Hoyt (Independent Bankers Capital Funds)

Date: March 10, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


"Practical Considerations When Selling to Employees"

Speaker: Greg Reed, CFP and Steve Goodner

Date: April 14, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


"Passing the Torch to the Next Generation-Key Considerations"

Speakers: Cleve Clinton (Grey Reed McGraw) and
Greg Sampson (Gray Reed McGraw)

Date: May 12, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


Key Components of a Sustainable Business  (move your cursor slowly over each gear to view more value drivers)

Value Max Machine Graphic

Operations

  • Work Flow Process
  • Organizational Chart
  • Billing
  • Technology
  • Patents/trademarks
  • Emergency operating plan

Legal

  • Vendor Agreements
  • Customer Agreements
  • Employment Agreements
  • Non-Solicitation Agreements
  • Non-Compete Agreements
  • Buy-Sell Agreement
  • Shareholder Agreement
  • Business entity
  • Corporate minutes

Strategy

  • Products/Services
  • Target market
  • Vendor concentration
  • Industry outlook
  • Barriers to entity
  • Dependence on owner
  • Exit strategy

Financial

  • Historical financial performance
  • Financial projections
  • Accounting
  • Tax planning
  • Revenue size
  • Recurring revenues

Sales

  • Compensation model
  • Hiring
  • Lead generation
  • Commission tracking system
  • Sales person activity management

Marketing

  • Branding
  • Collateral material
  • Website
  • Marketing Plan
  • Customer diversification
  • Customer relationships
  • Market share

People

  • Key person retention
  • Mangement
  • Employees
  • Sub-contractors
  • Compensation
  • Benefits
  • HR

Leadership

  • Ownership
  • Board of Advisors
  • Board of Directors
  • Professional advisors

Immediate Improvements.
Lasting Results

Don't just take our word for it -check out what our clients have to say , or read case studies of how we've made an impact for entrepreneurs in transition.

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