Webinar | Getting More from the Sale of Your Business

    | March 24, 2021

    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.

    Bob is a Partner and Senior Financial Life Advisor, who has been with Telemus since its inception in 2005. Bob’s main focus is helping the families he works with look at the big picture and develop financial strategies to help the family get to where they are hoping to go with the least amount of resistance. He uses every member of the Telemus team to drive the best results and outcomes.

    Robert Stone rstone@telemus.com

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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