Secrets of a Successful Succession: Finding the Right Buyer for Your Business | FREE for ISCPA members
Overview
This event is only available to ISCPA members. Not a member? Join today!
Highlights
- What motivates owners to sell
- The keys to a good transaction
- The selling equation
- Assembling the right team and gathering data
- Identifying key strategies
- Defining the ideal buyer for the business
Designed For
CPAs and other business professionals.
Objectives
For CPAs advising clients navigating the complexities of business succession, exploring the option of selling the business can be a pivotal strategy. In instances where there are no family successors or apparent heirs poised to assume control, selling the business could be the smartest and most viable option..
Amidst the challenges of succession planning, many small and medium-sized business owners find themselves at a loss, unsure of how to initiate the process effectively. Brian Goodhart, Director of M&A Advisory Services at Capstone, will provide guidance through the planning process using proven techniques for getting the maximum value.
Leader(s):
Leader Bios
Brian Goodhart
As Director of Capstone’s M&A Advisory Services, Brian is a proven growth engineer experienced in conducting middle-market transactions on both the buy and sell sides. He works side-by-side with clients throughout the deal making process. In his role with the Capstone team, Brian develops actionable transition strategies to maximize value and create generational wealth. Brian’s career in finance began in the “.com” era working with several venture-backed firms before spending several years with The Vanguard Group where he led a team of financial analysts managing the budgeting process and conducting financial analysis on a variety of technology initiatives. He then transitioned to working with a small private equity fund where he worked on a variety of projects including technology, real estate, and oil and gas. This work then led him to advising in private company mergers and acquisitions. Prior to joining Capstone, Brian was the Director of Wipfli’s Business Transition Group, where he led a multi-disciplinary team in the firm’s national offering to help private business owners devise and execute an appropriate transition strategy.
Brian has assisted companies in raising private and venture-backed capital. He is the co developer of system processes which assess, collaborate, and implement a client’s strategic transition objectives. He has worked with clients across a diverse cross-section of industries including agriculture, construction, healthcare, investment banking, manufacturing, wealth management, and technology. He holds a BS in Finance and an MBA, both from Pennsylvania State University.
Member Price $0.00