Whether you decide to keep the business in the family or sell to a third party, this interactive program of top experts in Valuation, Tax, Finance and Law will help you navigate the inevitable transition of your business.
Apex 2020 will deliver a unique and engaging virtual experience designed to optimize learning for business owners. Attendees will leave with actionable insights for their privately-owned or closely-held business.
OCTOBER 28 & 29 I 8:00 AM - 12:30 PM CST I LIVE ONLINE
Join us at APEX 2020 as we discuss the issues that matter most to established business owners.
Roughly 80% of family businesses are controlled by their founders and 60% fail to have a written strategic plan.*
Apex 2020 will help you better navigate the challenges in the life of a business owner.
Dressing Your Company Up For Market
Valuation: Succession or Sell?
What About Income Tax Alternatives?
A Graceful Business Exit: How to Stick the Legal Landing
Unique Decisions In Estate Planning For Business Owners
How To Maintain Your Income Stream After You Transition Out Of The Business
Property and Casualty Gap Analysis
WHO SHOULD ATTEND?
ATTENDANCE IS MOST APPROPRIATE FOR OWNERS, SENIOR EXECUTIVES, OR SHAREHOLDERS OF PRIVATELY-OWNED OR CLOSELY-HELD BUSINESSES
THIS SUMMIT IS RIGHT FOR YOU IF YOU:
Have an established business and face pivotal decisions with respect to business transition, specifically about whether you should KEEP or SELL your business.
Have a desire to better understand the different ways that privately-held businesses may be valued and determine which is an appropriate valuation method for your business.
Realize that transitioning your business will require coordination of legal documents, but you don't know exactly where to begin.
Wish to avoid paying more tax than necessary on the sale or transfer of your business.
Have concerns about how to maintain a stream of income after you transition your business.
There is no financial cost to attend this virtual summit. It is complimentary to qualified business owners.
2. Is this going to be interactive?
Each of our sessions will end with an interactive Q&A session with the speaker. Participants will be able to directly ask questions and have them answered by our experts. At the end of each day, we will conclude with a moderated panel discussion that brings together all of our speakers for that day for a multi-disciplinary cross talk. Additionally, there will be polling and discussion questions included in each session. Finally, we will host an optional networking event at the conclusion of the program for attendees to virtually meet each other.
3. Question 3
4. Question 4
Apex 2020: The Business Owner Summit hosted by Stavis & Cohen Financial. October 28-29, 8:00 AM - 12:00 PM