We regularly speak at many events, and we would love to meet you if you'd like to join us. We can be found at any of the following events. Just contact us and let us know where to find you.
Date: Wednesday, March 22, 2017, 7:30–9:30 am
Presenter: Jane Johnson, CPA, CM&AA, CBEC, President at Business Transition Academy
What are the exit options for your business? Join Jane to discuss key topics such as how to create a Six Step Exit Strategy in today’s business marketplace. Jane will share how to minimize taxes and advisory fees as well as her “Lessons Learned.” This breakfast is open to current CEO group members only. For more information, please click here.
Topic: Succession Planning: Why Business Owners Often Don't Get it Right and How You Can
Date: Thursday, March 17th, 7:00 am-10:00 am EST
Presenters: Paul Cronin, COO, Successful Transition Planning Institute (STPI) and Jane M. Johnson, CPA, CMA, CM&AA, CBEC of Richardson-Mauro & Johnson and Business Transition Academy
You are invited to join us for an seminar entitled "Succession Planning: Why Business Owners Often Don't Get it Right and How You Can." It's designed for business owners and financial intermediaries who are either comtemplating/planning an exit strategy or advising about the same. We will be joined by two experts in the field who will share their experience and recommended strategies with entrepreneurs.
XPX BOSTON: JOINT EVENT WITH AM&AA
March 28, 2016
Newton Marriott, Newton, MA
Topic: Lessons Learned from Successful Ownership Transitions
Date: Monday, March 28th, 4:00–7:00 pm
Moderator: Jane Johnson, CPA, CMA, CM&AA, CBEC; Founder, Business Transition Academy
Join us for an XPX/AM&AA meeting to hear an "Exit Planning Update" from a panel of experienced exit planning advisors who have worked with business owners for many years to plan and execute successful ownership transitions. Learn about: how to enhance your practice to better serve your transitioning clients; the owners lack of planning and what is at stake; which owners are engaging advisors for exit planning; what information owners must know before they can proceed with their business transition; challenges, concerns and issues that owners must overcome; which exit strategies are chosen most and least often; the outcomes for owners; and lessons learned by owners as well as their advisors.
Topic: How to Plan Successful Ownership Transitions
Date: Monday, October 19th, 1:00 pm-2:00 pm
Presenter: Jane M. Johnson, CPA, CMA, CM&AA, CBEC; Partner, Richardson-Mauro & Johnson and Co-Founder, Business Transition Academy
Topic: Could YOU Cash Out of Your Business?
Date: Thursday, June 11th, 7:30-9:00 am
Presenters: John D. Colucci, Managing Director, TradeCenter Office (McLane) and Jane M. Johnson, CPA, CBEC, CM&AA (BTA)
There are millions of baby boomer business owners who need to transition the ownership of their companies to others. Many prefer to transition the business to insiders while others want to sell externally. Most are unsure about how much money they will need, what their business is worth and how much they will net from different types of buyers. This presentation will unravel the mystery of ownership transition planning and provide you with a process for: Determining your goals both financially and non-financially; Calculating how much money you will need from your transition; Estimating what your business is worth and how to maximize its value; Outlining the different types of buyers and the pros and cons of each; Understanding how the transition will be taxed and what fees you will incur; and Drafting an ownership transition plan that achieves all of your goals. Don't let another year go by without having a plan to ensure your business continuity and your personal financial freedom.