Program Content
Many business owners are attracted to the idea of managers and employees owning the business. Such owners often incorrectly assume that they cannot buy the company. With adequate planning this option is a viable candidate for succession planning. This presentation explores the elements of successful management buy outs.
Learning Objectives
After completing this course participants will be able to:
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List the reasons why management buy outs are attractive to both sellers and buyers
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Identify between the 3 major categories of manager buy outs; 1) Sponsored buy outs—partners with private equity; 2) Non-sponsored buy outs—manager and seller financed; and 3) The task efficient buy outs—ESOPs
Who Should Attend
Financial Advisors, Business Owners, Bankers, Investment Bankers, Business Brokers, CPAs, Attorneys, and Valuators.
REGISTER ONLINE BY CLICKING HERE!
Our Featured Presenter ~ Scott Miller, CPA CVA
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As an entrepreneur himself, Scott Miller understands closely held and family-owned businesses. He balances that perspective with years of corporate experience, starting his career at a national public accounting firm, going on to serve as a VP of Finance and plan fiduciary for a large ESOP company. He then served as a principal in several family businesses, and founded ESI in 1993. At ESI, he’s helped hundreds of businesses through transition planning, including valuations, strategic planning, financing, fairness opinions, terminations, and litigation support. As a nationally recognized authority on business valuations, he’s published widely in professional journals and is a sought-after speaker for professional and industry groups. He’s authored technical seminars for the American Institute of Certified Public Accountants
(AICPA) and the National Association of Certified Valuators and Analysts
(NACVA). Scott has an undergraduate degree from Kenyon College and an MBA from the Cornell University Johnson Graduate School of Management. He is a CPA with additional business valuation accreditation from the AICPA and NACVA. |
Program Level: Overview |
Prerequisites: None |
Advanced Preparation: None |
Delivery Method: Group-Internet-Based |
CPE Credits: One (1) hour |
Fields of Study: Specialized Knowledge & Applications |
Webinar Pricing
Registration is per person and allows access to login information, presentation materials, and one CPE attestation form.
NACVA/IBA Members: $117
Non-Members: $130 |
Multi-person discounts are available for additional registrants at your site. Additional registrant registration form
NACVA/IBA Member: $58 per person
Non-Members: $65 per person
Additional registrants also receive login information, presentation materials, and one CPE attestation form. |
Important CPE Information
Because every live webinar presentation will include periodic online Polling Questions during the session to assess continuous participation and to determine the program’s effectiveness, all registrants must view and listen to the webinar presentation at individual computers and respond to ALL Polling Questions in order to receive CPE credit.
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REGISTER ONLINE BY CLICKING HERE!
Additional registrant registration form
Webinar Materials
Presenter PPTs and other materials will be e-mailed prior to the webinar in a separate e-mail. Please check your spam and/or junk folders to ensure you receive these important documents.
For information regarding refund, complaint, and/or program cancellation policies, please call our Director of Member Services: (801) 486-0600. Webinar Cancellation Policy: click here
IMPORTANT NOTE: After you register online, you will receive a paid invoice e-mail and a webinar confirmation and login information e-mail.
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