"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


Ownership Transition Strategies

One of the most important decisions you will make in your lifetime is how you will leave your business. It will impact your post-exit lifestyle, your family life, your employees, your community, and quite possibly, future generations. The process we use starts by identifying your goals and your current financial and mental readiness. The next step is to examine all 34 possible ownership transition strategies and to identify the most feasible ones for you. After careful analysis of the net proceeds, after-tax and after-fees, we help you determine and commit to the best strategy for you. Then we get to work to help you implement that strategy. We start by pulling the exit team together. We will continue to guide you every step of the way until your ownership transition is completed.

 

34 Ways to Leave Your Business

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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