"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


7 comments

Category: Q & A

Q&A: My kids don’t want my business and I don’t want to sell to my employees, so I will be looking to sell to an outsider third party. I have an idea about what my business is worth, but honestly, I’m not sure. Should I get a business valuation before I sell? A full blown valuation might not be necessary. It won’t tell you how to increase the value, if need be, how salable your business is, nor what you will net from the sale after taxes and fees. An analysis based on the income approach to value along with a review of the current position of the value drivers would probably serve your needs better. See how it works to get a better idea of the value drivers that impact value, salability, and bankability. Call us at 214-692-9192 to learn more about the value report and analysis that we prepare. - See more at: http://businesswealthsolutions.net/index.php/resources/blog/blog-sub6/q-should-i-obtain-business-valuation-i-sell1/#sthash.akGyKkWo.dpuf

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Category: Q & A

I will be looking to sell to an outsider third party in the next three years. I have an idea about what my business is worth, but honestly, I’m not sure. Should I get a business valuation before I sell?

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1 comment

Category: Q & A

I plan to sell my business sometime in the next 5 years. My CPA wants me to meet with a financial planner now. I won’t have any money to invest until I sell my business. Why meet with a financial planner now?

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