2015 Long Island Breakfast Meeting

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LONG ISLAND
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Tuesday, November 17, 2015
8:00 AM - 10:00AM

Top Issues That Arise in the Sale of Privately Owned
Businesses that Most Owners Never Consider

Selling a privately owned business is a complicated thing.  While most owners are laser focused on how much a buyer will pay them for their business, the headline price is only part of the equation.  There are a host of qualitative and quantitative issues that arise before, during and after the sale that a smart seller should be aware of and prepared for in advance.  These issues will have a direct effect on the actual dollars that the owner will put – and keep - in his or her pocket as well as what life might be like for them personally after the sale closes. 

The ACG Long Island has assembled a stellar panel of industry experts to speak with you about the real life issues that they have confronted in the course of selling and buying privately owned business and practical solutions on how to deal with them.  This is a must event for owners who might be considering selling their companies as well as the lawyers, investment bankers, accountants, private equity funds, wealth advisors and other professionals that participate in the M&A world.  Through a lively panel discussion peppered with anecdotes and war stories, we will touch on such topics as:
 

• What is the buyer actually buying – the treatment of cash, loans, securities, real estate and the like in a sale
• The mysteries of working capital and the 6 different ways of calculating it
• Reps, warranties, indemnities, caps, buckets, collars – what is typical and maybe ways to avoid them
•  Keeping your business intact during the sale process – dealing with customers, suppliers and employees
• Issues working with a partner for the first time – planning, reporting requirements, no more using company cash as a checkbook,
  
• Dealing with fees charged by the private equity fund and others as part of the transaction and ongoing
  
  

Panel: Click here for bios
Moderator, Warren Feder, Partner, Carl Marks Advisors
James Garbus, Partner, Meyer, Suozzi, English, & Klein, P.C.
Jeff Mizrahi, Partner, Sand Oak Capital
Fig Annunziato, CEO, ClaimFox

 
Agenda:
8:00am - 8:30am Breakfast & Networking
8:30am - 10:00am Panel, followed by Q&A

REGISTRATION PRICE:
65 - Member
85 - Non Member

ACG New York I www.acgnyc.org I 212.489.8700