A Client Case Study Produced by XPX Atlanta

Effectively preparing to sell a business requires different approaches based on the time horizon a company has prior to a transaction. Business owners should take defined actions early on, mid-way through, and even in the late stages to get ready for a buyer’s comprehensive assessment to increase their chances of a successful sale. Join our panel of experts as they illustrate practical best practices to prepare for an exit within the context of a real-world case study. 

Video below. Click here to download the case study for the breakout discussions. 

Moderator:

Perry Walter - Senior Vice President & Investment Counselor - Capital Group Private Client Services

Perry works directly with high net worth individuals and families to design customized plans for protecting and growing their wealth, often across multiple generations and also helps nonprofit foundations and endowments. Prior to joining Capital Group, Perry spent more than nine years as managing director at HDH Advisors, a business valuation and M&A advisory firm. Earlier in his career, he founded and managed two businesses and a venture capital consulting firm focused on the wireless, networking and data communications industry. Prior to that, Perry was a senior vice president at the Robinson Humphrey Company and an analyst at Raymond James Financial. Perry is a CFA® charter holder and has served as a director of the Southern Capital Forum for the last two years.

Panelists:

Michael L. Van Cise – Partner - Private Wealth Practice - Arnall Golden Gregory LLP

Michael guides families and individuals of high net worth through sophisticated wealth transfer planning, federal and state wealth transfer taxation, business succession planning, charitable giving, and probate and estate administration. Michael works with family-owned and closely held business owners on business succession planning and liquidity planning. He advises clients on shareholders agreements, lifetime gifting, life insurance planning, and management and control transition. His experience also includes estate planning for non-resident aliens and international wealth transfer planning.

Bridgette Boucha – Founder – The Betterment Project

Bridgette is a seeker of expansion. As a CPA, former corporate CFO, she realized after 15 years in her traditional corporate career that this path no longer served her. She founded The Betterment Project with one concept in mind: Make Measurable Progress. As a profitability coach, she helps small businesses and individuals optimize their resources in order to live in greater abundance. In her most aligned state, she is enthusiastically coaching, speaking, writing, and facilitating experiences designed to elevate women who have gone through career transition and are finding light on the other side.

James Marosek, CPA, WMBO CPA Group

Business owners, including engineering and architectural firms, rely on James’ more than 25 years of experience with tax compliance, tax planning strategy, budgeting, and long-term planning. He recognizes that exit planning begins on day one. As a business owner focuses on the day-to-day, James understands their business and the importance of planning and preparing for the long-term, which he assists them to accomplish through his expertise and his extensive professional network.

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