Published on September 24th, 2024
DATE AND TIME: September 17, 2024 – 10:45AM PST
LOCATION: Online Webinar (Zoom)
SHAWN FLYNN PANEL – The Liquidity Event Decision Framework for Business Owners.
Owning a business, running a business, and SELLING a business are all very different things.
When you're considering selling, having the right team on board is critical to avoid mistakes, delays, and get the price you want.
Mike Ross of Lattice Wealth Management Group understands this challenge. Both as a business owner himself, and as an Advisor to business owners, he knows how to get the right people in the room that will get the job done.
If you're a business owner, join this panel to learn:
When to buy and when to walk away
Trends in funding
What to do from a TAX perspective if you’ve just sold your company
Things to AVOID to be tax-smart after a sale
The expected duration of a sale
Tax implications of a sale, and how to manage this wisely
What deal flow, transaction timing and pricing dynamics have in common
What are the potential risks and downsides of a M&A transaction?
How do private equity firms approach M&A deals differently than strategic buyers
How might a buyer's opinion of price and terms differ from that of a professional valuation report
How to get the right people in the room so that you're well equipped to actually get the deal done
Recommended & required documentation & technology needed to get the deal done
Speakers:
Sponsored by:
Warning: Limited Space Available
This is always Lattice Wealth Management Group’ most popular webinar of the year and space is limited. Make sure to register now to secure your spot on this live & interactive webinar.
For More Information
Shawn Flynn is a Principal at Global Capital Markets, a premier middle-market investment bank with a global presence. Shawn has expertise in mergers and acquisitions, capital markets, financial restructuring, and secondaries. He speaks Mandarin and is the host of the award-winning Podcast The Silicon Valley Podcast. Connect with him on LinkedIn.
Shawn Flynn, Principal SF@GlobalCapitalMarkets.com
Tel (415) 578-1445 Ext. 4
About Global Capital
As a middle market investment banking boutique, Global Capital provides mergers and acquisition advisory services, access to corporate debt and equity capital, and strategic advisory services to successful middle market companies. For over twenty five years, our team has offered companies a unique blend of sophisticated financial expertise and access to the global marketplace of buyers, sellers and financiers.
Catalysts for Corporate Finance Worldwide www.GlobalCapitalMarkets.com ©2024 Global Capital Markets, Inc. All Rights Reserved.
Securities offered through GCMI Securities Corp., member FINRA and SIPC, and a subsidiary of Global Capital Markets. Please reference GCMI Securities Corp. and its team at BrokerCheck.FINRA.org
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