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Hold Or Sell: Preparing the Family & Business for Future Liquidity Events or Multigenerational Transfer

Thursday, March 12th, 2015

New York, NY


8:30 am               Registration and Refreshments


9:00 am               Introductions and Chairman’s Opening Remarks

DOUG BAUMOEL, MBA, Partner & Founder, Continuity Family Business Consulting, MA, USA


9:15 am               Considerations On The Sale Of A Family Business

This session will examine strategies a family can consider to better coordinate the family estate plan, income tax planning for the business and family, and preparation of the ownership structure for greater tax efficiency. 

JOE GARZA, Attorney, Garza & Harris, Ltd., TX, USA
BARRETT D. KINGSRITER, Senior Managing Director, Pinecrest Capital Partners, TX, USA

9:45 am            Family Case Studies

A unique opportunity to hear from business owners who have successfully navigated the sale of their family business.  Case studies will explore:

·         Motivations for the sale

·         Family collaboration and communications during the sale process

·         Effective partnering with service providers throughout the sales process 

·         Unexpected challenges and consequences of the sale and exit process 

JON P. YARBOROUGH, Former CEO, Video Gaming Technologies, Inc, TN, USA

STEVE DAVIS, Founder, President & CEO, Red Aviation, TX, USA

DOUGLAS D. BOX, Family Business Advisor, TX, USA


10:30 am            Refreshment Break


11:00 am            Roundtable Discussion

Drawing on the experiences and expertise of all present, this open discussion will examine issues including:

·         Running the business with greater tax efficiency in preparation for a possible sale and increased EBITDA while in family ownership

·         Realizing a purchase price that fully reflects the company value while minimizing the tax basis and resultant corporate gain

·         Reducing the time for the sales process when and if the family decides the time is right for a sale

·        Addressing the human and emotional side of the balance sheet when considering a sale  

12:00 pm            Networking Lunch    


1:30 pm               Close of Roundtable