"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


Events

Business Wealth Solutions regularly hosts and participates in educational seminars for business owners and their advisors. Join our mailing list to stay informed about upcoming events.



North Texas Exit Planning Institute Chapter Educational Event

"How to Sustain and Maximize EBITDA as a Major Value Driver"

Date: Feb. 10, 2017  7:30-9:00

Place: Travis Wolff Accountants Armenino, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248

Members: $15; Non-Members $20

Speaker: Glen Katlein

  • How to accurately identify "Adjusted" EBITDA
  • How to address key drivers for value growth
  • How to identify key factors that impact confidence in sustainability of EBITDA and risk

Approved for 1 hour of continuing education for CPAs, CEPAs

You must register in order to receive a pass code to parking (it's free). Very limited surface parking.

Go to www.exit-planing-institute.org/events/north-texas to register


North Texas Exit Planning Institute Chapter  Educational Event

"What Financial Buyers Wantl"

Date: March 10, 2017  7:30- 9:00

Place: Travis Wolff Accountants, Armenino, 15950 N. Dallas Parkway, Suite 600, Dallas, TX 75248

Members: $15; Non-Members $20

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

  • What is a financial/institutional buyer
  • The various types of financial/institutional investors
  • What are the financial/institutional buyers' criteria
  • How the seller can prepare to attract them

Approved for 1 hour of continuing education for CPAs, CEPAs

You must register in order to receive a pass code to the parking garage (it's free). Restricted surface parking.

Go to www.exit-planning-institute.org/events/north-texas to register


North Texas Exit Planning Institute Chapter Educational Event

"Practical Considerations When Selling to Employees"

Date: April 14, 2017  7:30-9:00

Place: Travis Wolff Accountants, Armenino, 15950 N Dallas Parkway, Suite 600, Dalas 75248

Members: $15  Non-Members- $20

Speakers: Greg Reed, CFP® and Steve Goodner

  • How to evaluate if the seller can take the financial risk
  • How to assess employees: financial, personal, entrepreneurial
  • How to assess the company's sustainability under new ownership
  • What advisors to include on the team

Approved for 1 hour of continung education for CPAs, CEPAs, and CFPs®

To register please visit www.exit-planning-institute.org/events/north-texas

You must register in order to receive a pass code for garage parking (it's free). Surface parking is restricted.


Exit Planning Institute North Texas Chapter Educational Event

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

Date: May 12, 2017  7:30-9:00

Place: Travis Wolff Accountants, Armenino, 15950 N Dallas Parkway, Suite 600, Dallas 75248

Members: $15  Non-Member $20

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

  • The Pros and Cons of keeping the business in the family
  • The dangers of making estate tax reduction the only consideration
  • How to assess the management, executive, ownership and leadership capabilities of next gen
  • Strategies to turn over operations even if dad maintains ownership
  • Ways to gift or sell ownership

Approved for 1 hour of continuing education for CPAs, CEPAs, CFP®

To register please go to www.exit-planning-institute.org/events/north-texas

You must register in order to receive a free pass code for the parking garage.  Surface parking is  restricted


Exit Planning Institute North Texas Chapter Social

Nick and Sam's, 8111 Preston Rd, Dallas, TX 75225 (SW Cornor Preston and NW Hgwy)

Date: June 8, 2017 7:30-9:00

To register please go to www.exit-planning-institute.org/events/north-texas


 

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