BTA Business Owner Webinar Archive



 Webinar Thumbnail_Successful Handoff.jpg A SUCCESSFUL HANDOFF IS A BALANCING ACT  
May 18, 2017 – Featuring Beth Davis, Principal, Planning What's Next
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Accomplishing a smooth business transition via succession can be a daunting task. In the forefront of every business owner’s mind while preparing for this kind of transition is the securing of a prepared and competent leader as successor to the current business. As a business owner, it is key to fully understand where you and your successor currently are, where you need to be, and how to keep on track to ensure a successful transition. During this webinar, we discuss with Beth Davis of Planning What's Next what every business owner (and their successors) should know to prepare themselves to assure a successful transition.



 Webinar Thumbnail_ESOP.jpg IS AN EMPLOYEE STOCK OWNERSHIP PLAN (ESOP) THE RIGHT STRATEGY TO ACHIEVE YOUR BUSINESS TRANSITION GOALS?  
March 16, 2017 – Featuring Tabitha Croscut, Shareholder, Devine, Millmet, Attorneys at Law
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ESOPs are a tax-qualified retirement plan that are similar to a profit-sharing plan, but are designed to be invested primarily in stock of the sponsoring employer. It allows for higher contributions and deduction limits than other qualified retirement plans. An ESOP can be created when a sole owner or group of owners wants to sell all or a portion of their company’s shares to all of their employees. Contrary to the name, the ESOP does not involve selling stock directly to each employee. It involves selling the owner’s shares to a trust for the benefit of all employees, while maintaining operational control—providing the owner liquidity, a built-in buyer, and some great tax advantages. If the employees stay with the company, their hard work will pay off in the form of company stock that is distributed annually to an IRA based on their level of compensation. Employees will vest into the ESOP over time and their shares will be purchased by the company when they leave at a future date. During this webinar, we discuss with Tabitha Croscut of Devine, Millmet, Attorneys at Law what business owners need to know if they are considering an ESOP for their business


 Webinar Thumbnail_Exit Revenue Goals.jpg ARE YOU ON TRACK TO HIT YOUR EXIT REVENUE GOALS? 
January 11, 2017 – Featuring Keith Loris, President and CEO, Sales Renewal
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Most business owners have a sales price in mind when they contemplate selling their business. Because businesses are typically valued at a multiple of revenue (or revenue derivatives such as EBITDA) this sales price is directly dependent on the company’s annual revenue at the time of the exit. If you are considering selling your business in the next two to seven years and would like to increase the odds that you will achieve your exit revenue goals, this webinar explains how better and more cost-effective marketing will propel you to success. Keith Loris, President & CEO of Sales Renewal discusses with us how to know if you're likely to hit your numbers and learn how agile, integrated marketing can help.


 Webinar Thumbnail_Case Study Outsider.jpg CLIENT CASE STUDY: HOW TO SELL YOUR BUSINESS TO AN OUTSIDER 
May 5, 2016 – Featuring Jane Johnson, President, BTA
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Jane Johnson discusses how we helped one of our clients prepare his family business, sell 75% of it to a private equity group and then sell his 25% holding for a “second bite of the apple!” You will learn what owners can do to maximize business value, minimize taxes, find the right buyer and negotiate the best possible deal. We will also discuss other types of buyers, how to avoid the Top Ten Deal Killers, and more.




 Webinar Thumbnail_Case Study Insider.jpg CLIENT CASE STUDY: HOW TO SELL YOUR BUSINESS TO AN INSIDER—YOU HAVE OPTIONS 
March 24, 2016 – Featuring Jane Johnson, President, BTA
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Jane Johnson talks about our client — a closely held business owner – who thought that his only option was to sell to an external, third-party buyer. Upon examining this option, however, we uncovered that he was not going to meet his long-term financial goals. Through working with BTA and developing a comprehensive Business Transition Plan, the owner is now transitioning his business internally to the next generation. This will enable the owner to reach his financial and non-financial goals in a tax-efficient manner, maintain business continuity, and preserve the legacy of this family business.


 Webinar Thumbnail_Sell Outsider.jpg HOW TO SELL YOUR BUSINESS TO AN OUTSIDER AND GET THE BEST DEAL 
February 2, 2016 – Featuring Jane Johnson, President, BTA
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Jane Johnson discusses how owners can maximize business value and prepare for this very important transaction. We cover the steps that owners should take as well as how transactions are taxed and the Top 10 Deal Killers that every seller needs to avoid. The art of the deal is in positioning your company in the best possible light, finding the right buyer and negotiating the best possible deal. Most owners have one shot at getting this right. Learn what you can do to get your very own Deal of a Lifetime!



 Webinar Thumbnail_Sell Insider.jpg HOW TO SELL YOUR BUSINESS TO AN INSIDER AND GET WHAT YOU DESERVE 
January 21, 2016 – Featuring Jane Johnson, President, BTA
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Many business owners would prefer to see their business go to someone they know. During this webinar, we cover key steps for planning a successful transfer, important decisions that you will need to make, possible transaction structures and their pros and cons, tax implications of internal transfers, and more.





 Webinar Thumbnail_Perfect Calendar.jpg CREATING YOUR IDEAL LIFE AND PERFECT CALENDAR 
January 10, 2016 – Featuring Bruce Raymond Wright, Author and CEO, Macro Strategic Design
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Learn how to grow the value of your company while protecting your largest illiquid asset with our guest presenter Bruce Raymond Wright. Bruce is an entrepreneur, trainer and author of several books, including "The Wright Exit Strategy: "Wealth – How to Create It, Keep It and Use It" and "Transcendent Thought and Market Leadership 1.0 – How to Achieve and Sustain Thought and Market Leadership in Any Profession, Any Market and Any Location in the World".