THURSDAY, SEPTEMBER 20, 2018 11:30- 6:30
Luncheon and complementary happy hour included.
Agenda: 2018 Owner and Advisor Summit San Antonio
11:30 – Noon Check-in and Networking
Noon – 12:05 Welcome from Jimmy Holmes, Publisher, San Antonio Business Journal
12:05 – 12:15 Plated lunch served
12:15 – 1:15 Presentation: "Your Exit Map: Beating the Boomer Bust”
Award-winning author and consultant John F. Dini will discuss the surprising reasons that combined to
1:15 – 2:15 Panel Discussion: “Valuing the Privately Held Business”
Value is in the eyes of the buyer. Three appraisal professionals discuss the difference between entrepreneurial individuals, professional buyers such as private equity groups or large corporations, and the legal system when it comes to judging the value of your company.
2:15 – 2:30 Break
2:30 – 3:30 Panel Discussion: “Tax and Legal Issues in Business Sales”
A national tax expert, a “Main Street” transaction attorney and a mid-market Merger and Acquisition attorney will examine some of the requirements and traps in each type of transaction.
3:30 – 3:45 Break
3:45 – 5:00 Panel Discussion: “Tales from the Trenches:
Three owners share their transition experience. One who sold 100% of his company to employees, one who sold his “Main Street” business to a Fortune 500 corporation, and a third who sold both to private equity and then to a strategic acquirer.
Take this opportunity to talk with some of the top planning experts in San Antonio!