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Davis & Gilbert Private Client Services Breakfast Seminar
March 23, 2010

Preparing for Sale – Even if Selling is Not a Short Term Strategy

If you are a business owner and have any thought of selling your business - whether sometime soon or off in the future, the more you plan, the better the outcome. Many successful business owners are expert in running their businesses, but do not take into consideration all the elements that go into building a properly structured company that is most suitable for sale. Moreover, business owners are often unaware of estate and investment planning opportunities that could be used to their advantage in a business sale - rather, they often wait until a specific sale proposal is on the table when it may already be too late to take advantage of those opportunities. Gaining a greater understanding of what makes your company an attractive acquisition target, and what estate and investment planning options are available to you, can help you make more informed decisions about how best to grow your company, structure its operations and ultimately reap the maximum after-tax rewards from the sale of your business.

Davis & Gilbert has brought together a select group of professionals for a presentation and discussion on why, when and how one should prepare for the sale of a business and what to expect as part of the sale process. Among other topics, this program will cover:

  • What considerations go into deciding when it is the right time to sell
  • Ways to best position a company for sale and enhance valuations and purchase price
  • How to anticipate and avoid deal breaking issues with a buyer
  • Ways to incentivize and retain second tier management
  • Managing risks associated with sale, including protecting sale proceeds from creditors
  • Estate planning techniques to consider

Brad J. Schwartzberg, Corporate Partner/Co-Chair
Davis & Gilbert LLP

Michael Delgass, Principal
Sontag Advisory, LLC

Daniel L. Kesten, Private Client Services Partner
Davis & Gilbert LLP

Registration: 8:00 a.m.
Seminar: 8:30 - 10 a.m.

Davis & Gilbert LLP
1740 Broadway, 20th Floor (between 55th and 56th Streets)
New York City

Cost: Free

RSVP: March 18
Alina Lacey-Varona
alacey-varona@dglaw.com / 646.673.8317