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Friday, December 15, 2017

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Pennsylvania West State Chapter Event

Event Details

Start Date:  12/7/2017 12:30 PM
End Date:  12/7/2017 5:00 PM
Venue Name:  Double Tree by Hilton
Location:  910 Sheraton Drive
   Cranberry, PA United States  16046
Organization Name: NACVA
Contact: Tom Lusk
   Email: TomLuskprivate@gmail.com
   Phone: 724-328-3276
Sponsor: NACVA


Pennsylvania West State Chapter
Thursday, December 7, 2017

Doubletree by Hilton
910 Sheraton Drive
Cranberry, PA 16046

Meeting/Event

Exit planning was chosen by the group to follow the October session on Mergers & Acquisitions. The discussion will center on the exit planning process with emphasis on how valuators can use their skills and knowledge to aid their clients make the inevitable decision regarding how best to exit their business.  Consulting opportunities for the valuator will be discussed.  Above all will be the role of the trusted CPA advisor on the exit planning team which needs to be made up of subject specific experts.  How best to serve your client will be a major theme of the session.

 

12:30–1:00 p.m.:  

Check-in and Registration: Includes light refreshments
$110
[4 Hours CPE]
1:00–2:00 p.m.:  

Presentation and Round Table Discussion: An Introduction to Exit Planning
2:00–3:00 p.m.:  

Presentation and Round Table Discussion: Components of Exit Planning: Valuation, Asset Protection, Risk Management, An Introdruction to Charitable Giving, Operational Strategy, and Change Management Required to Maximize the Transaction Price
3:00–4:00 p.m.:

Presentation: Exit Planning = Business Stategy
4:00–5:00 p.m.:

Round Table Discussion: Exit Planning and Practice Management 
Facilitated by Chapter President, Tom Lusk


If you have questions, Contact:

Tom Lusk at 724-328-3276 or
e-mail TomLuskPrivate@gmail.com

Online Registration

Registration is Closed
Closed:   12/8/2017 2:30 PM

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