Kansas City Business for Sale - PDF

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					           Sale of the
           Family Business
                                — A Roadmap
                                  for Success

Sponsored by:   Family Business Advisors of
                Kansas City, LLC
                The Pulse Legal Publications
                A practical workshop for business owners, spouses,
                attorneys, accountants and financial advisers. Join
                us for a rare view of the selling process through the
                distinct lenses of four collaborating professionals.

                October 16th, 21st or 29th
                11:30 Luncheon
                12:00 – 4:00 Workshop Presentations

                Workshop at three KC metro locations

                CLE/CE/CPE credits available for professional advisers

                Strictly confidential and non-obligatory
about our workshop
Our half-day workshops, presented by an inter-professional faculty,
will provide you with a unique perspective on the process of selling
a business. From the distinct vantage points of a business appraiser,
a business intermediary, a business-tax attorney and a CPA financial
adviser, learn about the strategies that can ensure a successful
transaction at the maximum value.

All attendee information will remain strictly confidential. Attendees
will be identified only by first names.

When and Where:
Hereford House Restaurant –
Three locations and three dates to accommodate your schedule

October 16, 2008 – 11:30-4:00                Registration Fee:
Kansas City-North-Zona Rosa                  $35 per attendee
Hereford House                               (Lunch included in fee)
8661 North Stoddard Avenue
Kansas City, MO 64153

October 21, 2008 – 11:30-4:00                Lunch Entrée Options:
Leawood - Town Center Plaza                  Filet Mignon
                                             Cilantro Salmon
Hereford House
                                             Oven-roasted Prime Rib
5001 Town Center Drive                       Chicken Picatta
Leawood, KS 66211
                                             Lunch will be served
                                             promptly at 11:30
October 29, 2008 – 11:30-4:00
Hereford House
19721 East Jackson Drive
Independence, MO 64057

continuing education credits
for professionals
Four hours of CE/CLE/CPE credit for attorneys, insurance
professionals, CPAs and CFPs in Kansas and Missouri
schedule at a glance
11:15    Registration begins

11:30    Lunch is promptly served (included in registration fee)

12:00    What is Your Company Worth and Ways to Increase its Value
         – Kelly Skarda, Certified Business Appraiser
           Allied Business Group, Inc.

         •   Different types of valuation reports and why they’re needed
         •   7 Value Drivers – how they affect the value of your company
         •   Understand business valuation approaches: market, income and cost
         •   Strengths and limitations of the most commonly used valuation methods
         •   Using the purchase price justification test to evaluate a valuation report

12:50    5-minute stretch break

12:55    A Controlled M&A Process to Maximize the Value from a Sale
         – Tim Skarda, Certified Business Intermediary
           Allied Business Group, Inc.

         •   Preparing your business for sale before going to market
         •   Understanding buyers: individuals, private equity and strategic acquirers
         •   How the best buyers can compete while maintaining confidentiality
         •   Third party financing options and structures for acquirers
         •   Timing the sale: internal and external factors to consider

1:45     15-minute afternoon coffee break

2:00     Anatomy of the Buy-Sell Transaction-A View Through the Tax Lawyer’s Lens
         – Vic Panus, Business Tax Attorney
           Panus & Associates Law Firm

         • The “keep or sell” decision – investigating all transition-sale-
           succession options
         • Best practices for pre-sale positioning – tax, legal and financial advantages
         • Deal structure … going beyond price: critical tax and non-tax
         • “Papering the transaction”: Key legal/business points for Seller and
           the deal team when negotiating and drafting the Sale Agreement and
           closing documents
         • Deal Maker’s Dozen: Top 13 mistakes (& opportunities) in
           selling businesses

2:50     5-minute stretch break

2:55     Section 1031 Exchange & Tax Deferred Structured Sale Technique
         – John Azodi, CPA
           Azodi CPA & Investments, PC

         •   What is a Section 1031 Exchange and how does the process work
         •   Advantages/Disadvantages of a Tenant In Common (TIC)
         •   Tax Deferred Structured Sale – the players and process
         •   Tax Deferred Structured Sale strategy vs four other disposition strategies
         •   Using a Tax Deferred Structured Sale to achieve the highest possible
             price for the seller

3:45    Private Q & A: Our presenters will stay until your questions are answered
speaker bios
Vic Panus is a business-tax lawyer practicing throughout Missouri
and Kansas. He advises privately-owned businesses on legal and
tax matters ranging from development of entry-acquisition tactics
through implementation of individually-tailored business exit
strategies. Owner-led and family-run companies finding
themselves at the crossroads often engage Vic to guide the
business and the entrepreneurial family through transition-sale-
succession. In addition, he serves as a consultant to diverse
business and financial advisors. Vic earned two law degrees – J.D.
and LL.M. (Taxation) – and holds a Certificate in Family Business
Advising [The Family Firm Institute].

                  Tim Skarda is President and Founder of Allied Business Group,
                  Inc., a mergers and acquisitions and business valuation firm in
                  Leawood, Kansas. Accredited as a Certified Business Intermediary
                  (CBI) by the International Business Brokers Association (IBBA), Tim
                  has successfully completed numerous business sale transactions
                  throughout the Midwest. Tim received a bachelor’s degree in
                  business administration and an MBA in finance from the University
                  of Kansas. He is an active member of the Association for Corporate
                  Growth (ACG) and the International Business Brokers Association.

Kelly Skarda leads Allied Business Group’s business valuation and
litigation services department. A Certified Business Appraiser
(CBA) through the Institute of Business Appraisers (IBA), she
has provided business valuations to clients in a wide range of
industries, including wholesale distribution, manufacturing,
construction, retail, healthcare and financial institutions. Kelly
graduated magna cum laude with her bachelor’s degree in
finance from Kansas State University and received her MBA
in finance from the University of Missouri at Kansas City.

                  John Azodi, President of Azodi CPA & Investments, PC, is dedicated
                  to assisting clients in achieving their investment and retirement
                  goals while utilizing the tax laws for their benefit. He has served
                  as a Registered Representative since 1998 and as a Certified
                  Public Accountant since 1984. John received a bachelor’s degree
                  in business administration with a major in accounting from
                  the University of Colorado. He is a member of the American
                  Institute of Certified Public Accountants (AICPA) and the Society
                  of Financial Awareness (SOFA). Investing With an Eye on Taxes™

benefits for you
• Hear proven techniques on how to prepare a business for sale
• Learn how other professionals work together to provide cross-disciplinary
  solutions for the challenges facing retiring entrepreneurs
• Ask questions about issues critical to your business exit plans
• Network with a broad range of business and financial advisers
• Hear our faculty’s perspective on best practices when selling a business
• Take home a workshop manual citing key legal and tax authorities
  four ways to register
                          Call:      (816) 361-5733


                          Fax:       (816) 746-7466

                          Mail: Family Business Advisors of Kansas City, LLC
                                P.O. Box 1440 w Parkville, MO 64152

      Registered Representative of and securities offered through Berthel Fisher &
      Company Financial Services, Inc (BFCFS). Member FINRA/SIPC. Azodi CPA &
      Investments, PC, John Azodi, CPA, Vic Panus, Tim Skarda and Kelly Skarda are
                    independent of and not associated with BFCFS.

        Sale of the Family Business- A Roadmap for Success
    Mail registration form with check to Family Business Advisors of Kansas City, LLC
                          P.O. Box 14440 w Parkville, MO 64152

                Questions: Call (816) 361-5733 or email
              Cancellation Policy: No refunds granted after October 8, 2008

Date (select one):
q October 16 - KC North          q October 21 - Leawood       q October 29 - Independence
Attendee Name(s)
Firm Name(s)
Confidential Address
E-mail                                                  Telelphone
Payment ($35 per attendee - includes lunch)
Enclosed is my check for $_____ payable to “Family Business Advisors of Kansas City, LLC”
Name as it appears on credit card                       Expiration date
Credit card #                                           CVV/CVC#

Circle one:

Lunch circle one per attendee:
     Filet Mignon w Cilantro Salmon w Chicken Picatta w Oven-roasted Prime Rib

Description: Kansas City Business for Sale document sample