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November 19, 2024
2PM - 3PM EST
Biggest Misses! — A Compilation of the Most Common (and Serious) Mistakes Owners Make When Selling Their Company
with Patrick Ungaschick
Monetizing Your Business – 7 Ways to Convert Your Company’s Value into Personal Wealth
with Patrick Ungashick
Changes are Coming…Exit Planning and Taxes for Family-Owned Businesses
with Patrick Ungashick,
Christopher A. Steele &
William C. Lankford, Jr.
Exit Planning in
2024’s Shifting Markets
with Patrick Ungashick, Chris Rowen, Trey Prophater & Michael Murray
Exit Planning for Business Partners – Why Business Partners Need to Plan for Exit and How to Get Started
with Michael Murray, Trey Prophater & Patrick Ungashick
Earnouts! How to Avoid Them, and What to Do if a Potential Buyer Asks for One
with Chris Rowen
Exit Planning During a Recession
with Patrick Ungashick, Chris Rowen, Trey Prophater & Michael Murray
Your Last Five Years: How the Final 60 Months will Make or Break Your Exit Success
with Patrick Ungashick
Family-Owned Businesses – Exit Planning Do’s and Don’ts When You Want to Keep the Company in the Family
with Patrick Ungashick
Knock Knock!...How to Know if the Potential Buyer at Your Door is a Waste of Time or the Opportunity of a Lifetime
with Patrick Ungashick and Chris Rowen
True Grit – How To Execute A complicated Exit
with Trey Prophater, Mike Rowlett, and Matt Oldroyd
The Biden Tax Plan – What to Know Before Selling Your Company
with Patrick Ungashick and Rhys T. Wilson
Top 25 Tactics to Maximize Your Company's Value at Exit
with Patrick Ungashick, Trey Prophater and Chris Rowen
Yes! Alternatives to Selling to a Competitor or Private Equity
with Patrick Ungashick, Andy Mason, Mark Kessler
Eager to Sell Your Company When the Market Returns?
with Patrick Ungashick, Trey Prophater and Chris Rowen
9 Ways to Maximize Value & Cash When Selling Your Company
with Patrick Ungashick CEO NAVIX Consultants
Do You REALLY Know Your Exit Strategy and What to Do If You Don’t
with Patrick Ungashick CEO NAVIX Consultants
Your Last Five Years - How Your Final 60 Months Can Make or Break Exit Success
with Patrick Ungashick
Corporate Divorce: How to Avoid a Partnership Split, but What to Do If You Must Get One
with Patrick Ungashick CEO, NAVIX Consultants and William Piercy Shareholder, Berman Fink Van Horn P.C.
Eight Reasons to Buy Out Your Business Partner
with Patrick Ungashick, CEO NAVIX Consultants
Selling My Business to an Outside Buyer - My Journey
with Patrick Ungashick, CEO, NAVIX Consultants, and John Mischler, Surgical Insights
Selling My Business to My Employees – My Journey
with Patrick Ungashick, CEO, NAVIX Consultants, and Steve Head, President, CBI General Contractors, Inc.
You Only Get One Shot: Overcoming the Financial Risks of Business Ownership
with Trey Prophater & Stephen Griner
Putting Golden Handcuffs on Key Employees: Where would your business be without your most valuable people?
with Patrick Ungashick
20 Exit Surprises: Things You’ll Run Into Between Now and Exit that Nobody Tells You About
with Trey Prophater
Finding Your Unicorn: Why Some Strategic Buyers Pay Seemingly Mythical Value for Certain Acquisitions, and How to Find this Buyer for Your Business
with Andy Mason
What’s Your Brand Worth? How to Build an IP Portfolio that Maximizes Company Value at Exit
with Trey Prophater
& Jeffrey B. Sladkus, Esq.
The Home Front: Preparing Business Owners and Their Spouses for Success and Happiness After Exit
with Patrick Ungashick
Mission Improbable: The Challenges of Selling Your Business to Your Employees, and How to Overcome Them
with Patrick Ungashick
The Good, the Bad, and the Unexpected: Lessons Learned Exiting from My Business
with Doug Calahan
Exit Planning Under
the New Tax Laws
with Rhys T. Wilson,
Elizabeth A. Salvati
& Patrick Ungashick
Top Mistakes to Avoid When Selling Your Business to an Inside Buyer
with Patrick Ungashick
& Trey Prophater
1) Getting Started On Your Exit Planning:
Why are Owners So Unprepared for Exit?
2) Increasing Your Company’s Value:
What is Transferrable Value?
3) Understanding Company Valuation:
How Much is My Company Worth?
4) Achieving Your Financial Goals at Exit:
How Much is Your Exit Magic Number™?
5) You and Your Business Co-Owners:
The Critical Issue of Co-Owner Alignment
6) Involving Your Employees:
Should You Discuss Your Exit with Your Employees?
7) Time and Your Exit:
How Long Have You Been Telling Yourself You are Going to Exit from Your Business in the Next 5 to 10 Years?
8) More About You:
Baby Boomer Business Owners
