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Ownership Transition Planning: Company Valuations and Strategic Planning (71802013)
CEU:1.4
Face-to-Face Seminar | CA - San Francisco | 2013/09/12 - 2013/09/13
8:30 AM - 4:30 PM
Member $1325.00 | Non-Member $1555.00
Member $1325.00 | Non-Member $1555.00
Product
Face-to-Face Seminar
Location
CA - San Francisco
Date(s)
2013/09/12 - 2013/09/13
Credit
CEU:1.4
Keyword(s)
Management and Practice
Description
The more effectively a business strategizes and executes its plans, the more successful and profitable it tends to be. In this seminar, participants will learn how to develop viable strategic and ownership transition plans and better understand the vital role they play in a well-run firm. Discussion topics will include: how to determine the value of your firm and ideas on how to increase the value; the process of developing strategic initiatives that are both meaningful and can actually be accomplished; retirement and company buy-in funding issues and solutions; legal structuring issues, including how LLCs are being used; the due diligence process in buying and selling firms; how ownership transition plans really work; possible roles of deferred compensation plans and ESOPs in transition strategies; and the ”Golden Rule” of ownership transitioning. This seminar is specially designed for owners, potential owners, and managers of firms who want to better understand how to develop effective strategic and ownership transition plans, as well as techniques used to value design firms.
Holiday Inn Fisherman's Wharf
1300 Columbus Avenue
San Francisco, CA 94133
(415)771-9000
Full Course Details
Holiday Inn Fisherman's Wharf
1300 Columbus Avenue
San Francisco, CA 94133
(415)771-9000
Full Course Details