Certified Business Brokers (CBB) will host a breakfast Exit Strategy Seminar on April 10, 2008 in Houston's Galleria Area. The seminar team will consist of CBB's M&A Group, Merrill Lynch Wealth Management Advisors, as well as Tax, Legal, and Accounting professionals. The seminar will cover key issues surrounding the successful sale of a privately-held company:
  • Maximize your company's value.
  • Who would be the most likely buyer?
  • Understand the sale process.
  • Plan for retirement.
  • When is the right time to sell?
  • Minimize post-sale taxes.
The seminar is free. Breakfast will begin at 7:00 AM and the presentation will begin at 7:30 AM and be completed by 9:00 AM. For details about location and to reserve your seat, please email rose@certifiedbb.com or call our office at 713-680-1200.

People put tremendous thought into launching a business. They should put equal planning into selling one.

Typically, business owners are so busy handling daily operations that they give little thought to what they’ll do when it’s time to retire, sell, or turn over control. Suddenly, that day arrives.

Which means these business owners are not completely prepared for the sale of their business. Making the shift too quickly or without proper planning can make a difference in the proceeds received from a sale. This affects retirement, estate taxes, sales taxes and even the business’s worth at sale time.

It is all about planning, preparation, timing and execution.

We will discuss the current Houston economy and the current business transfer marketplace. We will walk through the sequence of events involved in the entire sale process from valuation, right-timing, to what to expect after the sale.

Merrill Lynch Wealth Management Advisors will discuss retirement strategies and how to best invest your after-sale proceeds to sustain your lifestyle through your retirement years. Tax, legal, and accounting professionals will be addressing those aspects of the business sale transaction.