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Transferring the Business: Options and Key Considerations

 Transferring the Business: Options and Key Considerations
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: Some M&A transaction experience involving corporate acquisitions and/or divestitures.
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 16PMA0318
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

When it comes to transferring ownership in a business, the selected strategy will have a strong impact on how much shareholder value is realized and ultimately monetized. Determining the most suitable strategy requires a keen understanding of the owners’ goals, the business’ potential, current market conditions, as well as tax/legal implications. This webinar explores the most common strategies used by business owners to transfer their ownership interests in a business along with the key implications of each strategy. It also provides an overview of the main aspects to consider when evaluating and selecting an ownership transfer option.

Learning Objectives

After completing this webinar, attendees will be able to:

- Describe the main strategies used to transfer ownership interests in a business
- List the advantages and disadvantages of each strategic option
- Differentiate the valuation and liquidity impact of internal transfers vs. external transfers
- Identify the key considerations in transferring ownership to insiders

Who Should Attend

Investment bankers, M&A advisors, investment and financial analysts, CPAs, financial officers, CEOs, CFOs, and transaction lawyers


Enrique Brito, MBA, CFA, CVA, CM&AA
Mr. Enrique C. Brito is partner and practice leader of corporate advisory services at Tatum, an executive advisory firm in the Washington DC area. He is also managing director at Kaizen Consulting Group, an M&A advisory firm based in Reston, Virginia. Previously, he was senior managing director at The McLean Group, LLC, a national middle market investment bank in Washington DC.

Mr. Brito focuses on advising owners of middle market businesses on how to maximize and harvest business value through the implementation of growth strategies (acquisitions, capital formation, value enhancement) and transition plans (preparation for sale, transaction structuring, and negotiation).

Mr. Brito has more than 25 of experience in investment banking and corporate finance and has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He is a national instructor in M&A, negotiation, and business valuation topics and is a regular contributor to local business publications as well as a speaker at national conferences on M&A topics.