BTA Business Owner Webinar Archive



 Thumbnail_Webinar_Sell Your Business in Six Easy Steps PREPARE TO SELL YOUR BUSINESS IN SIX EASY STEPS (HOSTED BY INTERISE)
August 1, 2018 – Jane Johnson, President, Business Transition Academy
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Whether you plan to transition your business ownership internally or externally, in 5 months or 5 years, creating a Business Ownership Transition Plan (BOTP) is a critical element in achieving your goals. Planning early will ensure a positive outcome and the preservation of key relationships. In this session we will discuss a six-step process that you can use to: 1) Prepare yourself for the transition; 2) Calculate your “wealth gap” or how much money you will need from the transition; 3) Determine how much your business is worth and how to maximize its value; 4) Analyze your options for both internal and external transfers; 5) Decide which transition option is most suitable to your goals; and 6) Create a written document that outlines your transition path and what you must do to succeed.


 Webinar Thumbnail_2018 Tax Reform UNDERSTANDING AND PLANNING FOR 2018 TAX REFORM 
June 5, 2018 – Alan Huberman CPA, MST, Tax Partner at BlumShapiro
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In what has now been called the most extensive tax reform in over 30 years, the recently enacted Tax Cuts and Jobs Act (“TCJA”) will affect businesses and individuals alike, implementing a myriad of changes in its path. In
 this webinar featuring expert guest Alan Huberman CPA, MST, Tax Partner at BlumShapiro we present a comprehensive overview of the tax reform legislation in order to help you better understand the impacts and potential planning opportunities. While the specifics of the law are yet to be ironed out, we will cover many of the key changes and important 2018 planning that you can do


 Webinar Thumbnail_Risk Management and Insurance RISK MANAGEMENT & INSURANCE:
CRITICAL COMPONENTS FOR MAXIMIZING BUSINESS ASSETS   
May 9, 2018 – Featuring Fannie Iselin Minot, Principal, Minot Reports
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In
 this webinar featuring Fannie Iselin Minot, Principal, Minot Reports, we outline some of the basic concepts of risk management and insurance and how they play an important role in protecting your business assets and helping you meet your business goals and objectives. Some of the concepts we cover are: Risk: What is it?; What does it mean to manage risk, and who typically is in charge?; The different ways in which to manage risk, including purchasing insurance, and those outside your company available to assist; The different types of insurance available to manage or mitigate risk; and Liability insurance and what it typically does NOT cover


 Webinar Thumbnail_Marketing Clutter.jpg CUTTING THROUGH THE MARKETING CLUTTER:
THE MARKETING ESSENTIALS EVERY BUSINESS NEEDS TO GROW THEIR SALES   
September 27, 2017 – Featuring Keith Loris, President and CEO, Sales Renewal
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No matter where you turn, you’re bombarded by messages about the latest bandwagon you must jump on and absolute must-dos for marketing your business. Worse, every vendor you ask will try to convince you that their product or service is your salvation. This seminar with Keith Loris, President & CEO of Sales Renewal cuts through the noise and offers an unbiased approach every business can use to quickly start growing their leads. Participants are introduced to the essential marketing programs all businesses need and will learn how to create and deploy a big-picture plan that pulls these different programs together into an integrated whole. Smaller firms might find these marketing essentials sufficient for their business, while larger firms will be able to use these essentials as a solid foundation upon which to build (or as a checklist to see if they’ve missed something essential). 


 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 – Jane Johnson, President, Business Transition Academy
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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 – Jane Johnson, President, Business Transition Academy
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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, Business Transition Academy
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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 – Jane Johnson, President, Business Transition Academy
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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".