A 2018 report showed that 40% of business owners are preparing to leave their business in the next five years. Yet of the business owners who are planning to sell, 37% have no structures in place to shield sale proceeds, 48% have no formal exit strategy, and 58% aren’t even sure what their business is worth.1

On October 30th, we hosted a webinar on how best to prepare for the future sale of your business. You’ve worked hard to build your business, so we covered all the information you need to ensure that when the time comes, you get the return you deserve.


Specifically, we discussed…

  • How to make your business attractive to investment bankers and strategic buyers
  • Actions you can take today that will help you sell your business in the future
  • Strategies to minimize capital gains and estate taxes on sale proceeds
  • How to ensure you have the right team assembled to help you sell your business

UBS, Who’s the boss? Business ownership: Who’s in, who’s out, and who’s holding back.

 

 

Meet the presenters:
 

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Bob Stone
Bob is one of the original founding Partners at Telemus. Bob works with Telemus members to help them develop financial goals and investment strategies for the near to long term. Bob has more than 28 years of investment and financial industry experience and has helped members weather a wide variety of market situations across all stages of life.

 


 

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Brian Hermelin
Brian co-founded Rockbridge Growth Equity, LLC in 2007. He is also a Founding Partner of Detroit Venture Partners, an early stage venture capital firm focused on creating technology businesses.

 


 

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Ken Wasik
Ken is the Managing Director of Stephens Investment Banking. He has advised domestic and international clients on a wide range of strategic and transactional services including M&A advisory, public and private equity offerings, debt placements, management buyouts and financial restructurings.

 


 

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Aaron Sherbin
Aaron is a partner at Jaffe Raitt Heuer & Weiss and serves as the Practice Group Coordinator of the Firm’s Estate Planning Group. Aaron specializes in trust administration, wealth preservation and transfer, as well as business planning services for closely held companies and family businesses.

 


 

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Michael Bernard
Michael is an attorney for Dykema’s Corporate Finance Group. Michael’s practice focuses primarily on business counseling and planning, with an emphasis on M&A and capital raising transactions, including private placement, private equity and seed and venture financing.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This commentary is a matter of opinion and is for informational purposes only. It is not intended as investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed.

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