1. Preparing Your Business for Sale

• Planning, Financial, Tax, Legal & Marketing Issues Reviewed

2. Agenda Review

Introductions

The Importance of Planning - Ken Nangle

Financial and Tax Issues - Rich Gunn

Legal Issues - Dennis Sullivan

Financial and Market Position - Erik Bunaes

Panel Discussion

3. The Alternative Board

Peer Advice and Business Coaching

4. Ken Nangle

The importance of planning

5. A plan is more than a plan...

Planning is a process... not a one time eventJoe OBrien, The Alternative Board

Vision/Mission

Objectives/Strategy

Value of a Team

SWOT Analysis (Look in the mirror)

• What is your unique value proposition?

6. Rich Gunn, CPA

Burr Pilger & Mayer

Tax and Financial Issues

7.

What does financial retirement look like?

What is my business worth today?

Who are the potential buyers?

Do I have the right form of entity?

Have I assessed my key employees, children's ability to run the business?

Do I need CPA reviewed financials?

8.

How can I enhance my earnings and increase value?

Can I see the future for my business?

What is the right time to sell?

Am I prepared for disaster?

9. Dennis Sullivan

Attorney

Legal Issues

10. Break 11. Erik Bunaes

Endorphin Advisors

Financial and Market Positioning

12. Panel Discussion 13. Contact Information

Ken Nangle -[email_address]415-738-2259

Rich Gunn -[email_address]415-421-5757

Dennis Sullivan -[email_address]415-982-5454

Erik Bunaes -[email_address]415-595-6813

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