Learn What You Can Do Now If You Plan to Sell Your Business to an Investor, Employee or Family Member
Attendees will learn how to think with the end in mind whether they want to sell their company on the market or succeed it to family members. The tools and ideas they will learn include how to make it a H.A.B.U.T (Highest and Best use of Time), specific ways to simplify, codify and multiply what their business and employees do best and how to keep employees accountable in real time. The presenter will share her magic formula to turn anxiety into a purposeful thoughtful strategy to sell your business whether it would be in 1 or 15 years. They will learn how to turn conventional wisdom on its head to take a completely unique angle of C.A.D. (connecting, authentically by disarming) that gives you a quantum edge on other businesses interested in selling their company.
Soraya Gutman – Founder
Maximize the Value of Your Business
Over 70% of business owners fail to properly plan for a succession. The result is they do not maximize the value of their businesses. This presentation highlights the factors that maximize value and how to approach each of these factors. People will walk away with a high-level roadmap for increasing value which has positive impacts for the owner, employees, vendors and the community at large.
Domenic Rinaldi - Sun Acquisitions
How to Use the R&D Tax Credit to Lower Your Tax Liabilities and Build a Competitive Advantage
Many businesses owners are unaware of the Federal and many times State R&D Tax Credit that potentially can offset tax liabilities. This revenue can be used to reinvest back into the business to improve processes, purchase equipment or improve cash flow. I will walk attendees through the process and help them identify key qualifying activities through examples.
John Madsen - Black Line Group
Protecting Your Business from the Competition: The Importance of Patents, Trademarks & Copyrights [alt "IP"]
Protecting your original work and protecting against competitors are two sides of the same coin. First, as more fabricators enter and diversify the market, it is important to identify and protect enforceable IP rights to ward off the very real risk from knock-offs such as product liability and fraud. Original design signals to the buyer a message of authenticity, craftsmanship, quality and durability. Lacking these attributes make knock-offs a form of fraud. At the same time, competitors may accuse you of unlawfully competing on their market and customers. Having a good IP defense strategy is critical to early detection and efficient resolution of these types of issues.
David M. Adler - Adler Law Group
Transforming a Tired Manufacturing Company Back into an Industry Leader
A 50-year-old manufacturer and industry leader with leading edge products and processes, soon found itself losing its edge and teetering on a competitive coup. The manufacturer maintained a well-known industry brand, but its products and services were more relevant to its past than its future. Growth had plateaued, no new products or processes had been introduced in years, and the company was showing its age and lack of innovation. This presentation highlights the management practices which allowed the company to descend into its perilous situation, what the presenter identified as primary causes. Most importantly, learn first-hand what he did over a 5-year period to maximize growth, awaken the potential and create future value by taking the industry lead again.
Joel Strom - CKS Advisors LLC