Succeed in Succession

Ryan Foncannon - Tax Savings After Selling - What's it Worth?

Join Ryan Foncannon on What's It Worth as he discusses how to mitigate taxes when you've just sold a business or your AGI is $500k+. Learn more about Ryan at swanvfo.com or access the intake form at startheretosave.com

Brian Goldner - No Buyer? Use an ESOP to Sell - What's it Worth

Are you struggling to find a buyer for your business? In selling, are you concerned about preserving your company's culture and employees? Would you like to find a way to mitigate income taxes and improve your investment portfolio? Consider selling through an Employee Stock Ownership Plan (ESOP). Join Jamar Cobb-Dennard as he discusses the what, why, and how of ESOPs with Brian Goldner from Pace Financial Group.

Della Kirkman: Serving Up Successful Deals - What's it Worth

As a single mother looking for a pathway to success, Della Kirkman became an award winning server, a CPA, a business owner, the seller of multiple businesses, and now a business acquisition coach for women. Join Jamar Cobb-Dennard as he learns how Della made incredible leaps in life, prioritized herself in every acquisition, and found creative ways to get deals done. *BONUS This is the link to the waitlist for the next launch of Della's business buying program, Acquisition Expressway: https://www.dellakirkman.com/waitlist-ra [https://www.dellakirkman.com/waitlist-ra] This is the link to the free download, the mini guide to the "Kirkman 5K business buying method:" https://www.shift-n-gears.com/5kbizbuy [https://www.shift-n-gears.com/5kbizbuy]

Succeed in Succession

How do you succeed in small business succession? 1. Increase the value of your firm through the 8 pillars of value 2. Market the firm to buyers in order to find the right buyer, at the right price, with the right terms 3. Structure a deal that creates a win-win for both buyer and seller The "how-to" of each of these tools may be found in the podcast below. This presentation was initially given as CPE to CPAs through the Indiana CPA Society [https://www.linkedin.com/feed/#]. However, the tools and tips apply to every business--especially those in professional services.

Josh Driver: What's Next After I Close?

Join Jamar Cobb-Dennard on What's it Worth as he discusses with Selfless.ly CEO, Josh Driver, how to emotionally process the sale and transition of a transaction post-close.