SELLING Your
Business
in Silicon Valley
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BUYING Your
Business
in Silicon Valley
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Planning Your
Exit Strategy for Maximum Profit
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Own Your Career Rather Than Your Career Owning You
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Long-Term
Planning: Setting realistic exit goals.
Planning, developing, and maintaining a sustainable business
infrastructure. Developing a long-range business
plan with the endgame always in sight.
Identifying and prioritizing personal goals for a successful
business transition. How do you develop an enduring business
identity not dependent on your continued personal involvement? How
does effective delegation increase the value of your
business? Planning management succession.
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11:00 & 3:30
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The
Essentials: How to determine the right business
for you. Due Diligence. Analyzing business value--asking the
right questions. "Trust, but verify"--How to
substantiate seller's unsubstantiated income claims. Business
Buying Checklist--important items not to miss. Financing.
Using retirement funds without tax consequences. The
advantages of buying an existing business.
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Optimizing
Human Resource Management
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11:40 & 4:10
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Legal
Issues: Non-disclosure agreement, contract
review, non-compete, business organization, etc.
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Tax
and Financial Strategies for the Small Business
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11:55 & 4:25
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How
a Personal Coach Can Enhance Your Business, Your Career, and Your
Life
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Organization
Strategies and Tactics for Success
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12:10 & 4:40
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Optimizing
Human Resource Management
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Personal
Financial Planning for Business Owners and Their Families
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12:25 & 4:55
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Tax
and Financial Strategies for the Small Business
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Exit
Strategies: Why sell
your business? Is now the time to sell? If not now,
when? Are you ready to sell your business?
– Is your business ready to be sold? Coping
with the 5 D’s – Death, Divorce, Disease, Desperation, &
Disinterest. How to opt out before being
forced out. To finance … or not
to finance.
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12:40 & 5:10
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Is
a Franchise Business a Good Business Model?
Franchise
Spotlight—Signarama & EmbroidMe
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How
a Personal Coach Can Enhance Your Business, Your Career, and Your
Life
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1:20
& 5:50
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"Virtual
Office" Franchise Spotlight—Transworld Business Advisors, Plan
Ahead Events, & IZON/Billboard Connection
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Economical
Professional Video Production for Web, Cable, and Broadcast
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1:35
& 6:05
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Transworld
Business Advisors of Palo Alto—The Broker's Role
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Using
Multiple Media Resources to Increase the Actual and Perceived Value
of Your Business
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1:50
& 6:20
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Showcase
of Business Opportunities—How to Interpret a Business Listing
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Planning & Executing the Sale: Establishing a timeline. How to market
your business. The critical importance of
confidentiality. — How do you market your business without
employees, customers, suppliers, or competitors
knowing? How to keep the sales process from detracting
from business performance. Utilizing a dynamic business
plan as an effective business sales marketing tool.
What role do various professionals play in the business sale
process?
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2:05
& 6:35
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Personal
Financial Planning for Business Owners and Their Families
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2:20
& 6:50
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Organization
Strategies and Tactics for Success
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The
“Nuts & Bolts” of the Sale Transaction:
The non-disclosure agreement (NDA) and buyer profile.
Checklist of tasks for the seller and the buyer. Books and
records. Managing due diligence. Complying with the
law. The escrow agent. Closing the deal.
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2:35
& 7:05
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Economical
Professional Video Production for Web, Cable, and Broadcast
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Best
Ways to Promote a Business Sale for Maximum Exposure and Maximum
Profit
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2:50
& 7:20
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Using
Multiple Media Resources to Increase the Actual and Perceived Value
of Your Business
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Summary & Overview—Selling Your Business
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3:05
& 7:35
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Summary & Overview—Buying Your Business
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Presented by
Prof. Timothy M. Cunha, J.D., David Joud, M.B.A,
and several other
professionals and business management and transition experts.
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