CFO/Controller Roundtable

March 23, 2017

7:30 am - 10:00 am

Event Location

Skyline Club - 2000 Town Center, Suite 2800, Southfield, MI, United States

We know you aren’t for sale, but as you might be one day, now could be the right time to get your house in order. There may be ideas and strategies derived from the transaction services arena you can implement today to improve your business infrastructure, increase your business flexibility and strengthen your market value. Let’s share ideas that maximize the return on your investment, minimize surprises and simply make you better prepared.

At this March 23 event, we will discuss transaction service best practices. Whether dealing with a buy/sell agreement, management equity or incentive plan, outside/inside sale, or generational transition, your business can benefit from this discussion.

  • Basics of business succession
    • Typical deal flow
    • Terms and terminology
    • Buy/sell shortfalls
  • Best Practices
    • Vendor, customer and employee contract considerations
    • Ideas for keeping key management
      • Non-compete agreements
      • Management equity plans
      • Stock appreciation rights
  • Professional advisors
  • Tax free reorganization considerations
    • Asset/Liability segregation or carve-out
    • Multi-level ownership rights
    • Pre-tax rollover
    • S Corporation retention
    • Key customer contracts
  • Real estate considerations
  • Special considerations for capital expenditures
  • Reported versus adjusted EBITDA

Register here

Our team is always ready to help.

Please contact us for more information.

Susie Brown

Marketing Coordinator

Contact Susie