Northern Trust and Joseph Associates International, Inc. are co-presenting an all-day exit planning seminar for owners of mid-market businesses who are contemplating their succession plan. Attendees will be offered information and the professional contacts they need to plan and implement a successful outcome. Spouses will have a chance to attend alternate discussions to review the human side of transition. The afternoon discussions separate into the sale to a third party and the transfer to an insider/family member. The presenters include subject matter experts from a range of relevant professions. Lunch is provided. For more information call: 888.465.0600 |
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| Time: | Room 710 | Room 700 |
| 9:00-9:30 | Registration | |
| 9:30--10:15 | Welcome by co-hosts Introductions 1,2 |
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| The Human Side of Business Transactions3 | ||
| Pre-sale financial planning 1 (Financial goals v. resources) |
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| B R E A K | ||
| 10:30 -- 12:00 | Pre-sale legal planning 4 | The
Human Side of
Business Transitions
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| Business valuation and how to increase it prior to sale 2 | ||
| Intro to Private Equity 5 Explanation of Buyer Types |
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| L U N C H with brief remarks by Administaff -- Heritage Room | ||
| Sale to Third Party | Transfer to Insider/ Recaps | |
| 1:15-3:00 | Legal & tax aspects of business sale 4 Target buyer selection 5 Marketing processes 2 Private Equity and Mezzanine Fund Overview 5 |
Financial/legal vehicles for transferring ownership 1,2 Keys for Successful Transition to Family or Employees 6 Recapitalizations with Private Equity Groups 5 |
| B R E A K | ||
| 3:30-4:30 | Economic Update1 1 | |
| Action steps to increase business valuation and marketability 6 |
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| Closing by co-hosts | ||
| C O C K T A I L R E C E P T I O N | ||
| For more information please click on each presenter. |
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