TheFederal Reserve’s Survey of Consumer Finances estimates that business-related wealth transfers will total $4.63 trillion over the next 10 years in the United States. I was talking to a Tax Attorney the other day and discussing our upcoming Seminar - Exit Strategies for Baby Boomer Business Owners. He reminded me that we should stress that if the democrats end up in control of the White House that business sellers would potentially suffer a big increase in their capital gains resulting from the sale of their business and business owners should consider selling sooner rather than later.
That will be just one of the many issues we plan on covering at our free seminar in Oak Brook IL. on October 30, from 7-9 am.
You are cordially invited to attend:
Multi-Disciplinary Business Exit Strategies Seminar
Exit Planning Strategies for your Business
· Preserve your Income
· Enhance Business Selling Price
· Reduce Taxes
Featuring:
Sam J. Valeo, CIMA, CFP
Senior Vice President –
Investments
Steve Pierson, CPA
Senior Tax Partner Selden Fox
Certified Public Accountants
Dave Kauppi, CBI
President MidMarket Capital, Mergers & Acquisitions Advisors
Date: Tuesday October 30, 2007
Time: 7:00 AM to 9:00 AM includes Breakfast Buffet
Location: The Wyndham Drake Oakbrook
2301 York Road
Oak Brook IL 60523
RSVP: 630.705.3985
Your host is Sam Valeo,
Senior Vice President – Investments, Smith Barney
Please RSVP to Shirlee Mc Bain, Client Service Associate
(630) 705-3985
AGENDA
TIME TOPICS PRESENTER
7:00 Breakfast Served
7:00-7:05 Welcome Sam Valeo Smith Barney
7:05-7:15 The Baby Boomer Effect on Sam Valeo Smith Barney
Mergers and Acquisitions
7:15-7:40 Preparation for Your Exit Dave Kauppi MidMarket Capital
10 Commandments of Selling your Business
7:40-8:05 Deal Structure for Minimum Tax Steve Pierson Selden Fox
8:05-8:15 10 Steps to Maximize Selling Price Dave Kauppi MidMarket Capital
8:15-8:30 Your Power Years – Strategies for Sam Valeo Citi-SmithBarney
Income Preservation
8:30-9:00 Questions and Answers All Panelists
Directions
Hotel Address
Wyndham Drake Oak Brook
2301 York Road, Oak Brook, Illinois, 60523
Tel: 630 574 5700 Fax: 630 574 5717
Directions
From O'Hare International Airport (11 miles): Take the 190 East to the Tri-State Tollway (I-294). Take the Cermak Road (22nd Street) exit and take the ramp toward Oak Brook. Turn left onto Cermak Road (22nd Street). Turn left onto York Road. Make a U-Turn at Dover Drive and the Wyndham Drake Oak Brook is there.
From Midway Airport (15 miles):Take I-55 South to I-294 North (via Exit 277A). Merge onto US-34W/ Ogden Avenue. Turn right onto N York Road. The Wyndham Drake is before 22nd
Street.
Dave KauppiPresident MIDMARKET CAPITAL, INC.ph (630)325-0123 fax (630)325-9879 cell (630)215-3994mailto:215-3994davekauppi@midmarkcap.com
http://www.midmarkcap.com/
If you would like to sign up for our Exit Strategies newsletter, please visit http://www.midmarkcap.com/SellerResources.cfm
1 comment:
Dear Dave:
I commend you for the informative event you are putting together.
While I am not as sanguin as Mr. Rob Slee, The Private Capital Markets' guru, in thinking that the "Baby Boomers" have missed the apex of the bell curve for upside valuations, you are totally correct that selling sooner than later is a wise move.
Private company owners must begin planning their exit now before the tsunami of sellers hits the market.
As your efforts go forward, if you need help in the financial or strategic buyer domain, you can count on me and Hamilton Wright.
Keep up the good work of spreading the news to the Baby Boomers who are throwing cash out the window by ignoring this private capital reality.
Anthony Lorizio
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