The A to Z steps to Buying, Selling, or Transferring a Business

In this webinar you willl Learn how to prepare a marketing plan and prospectus for a company, And Learn how to properly value a company.

Roman Basi
Roman Basi
Wednesday, August 12, 2020
10:00 AM PDT | 01:00 PM EDT
60 Minutes

More Trainings by this Expert   Product Id : 503245

Price Details
$150 Live
$290 Corporate Live
$190 Recorded
$390 Corporate Recorded
Combo Offers
Live + Recorded
$289 $340 Live + Recorded
Corporate (Live + Recorded)
$599 $680 Corporate
(Live + Recorded)
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Understanding the first step of valuing/appraising a company, and then preparing the company to go to market, and the next step of engaging with potential buyers or acquirers and negotiating the terms of the transaction are all just the beginning.

From there the program will progress to the aspects that cover Due Diligence and tax planning and analysis and preparation of the final documents, closing deliveries, schedules, etc. And then the final piece of the post-closing needs of the company and the potential claims and issues that can pop up after a deal is done.

Roman will walk the attendees through this complex process in an educational, yet entertaining manner, sharing personal real life experiences that he has had with clients, businesses, and even his own companies!!!!

Why you should Attend: Buying, Selling or even just transferring a business can be a very complex, timely, costly, and just plain old exhausting process.

For those that have never been a part of it, or those that have and want to learn more, this program is for you!!!Attorney, CPA, Real Estate Broker, Title Insurance Agent and MBA, Roman Basi, the President of The Center for Financial, Legal & Tax Planning, Inc. won’t just walk you through the A to Z steps - he is going beyond the traditional alphabet and walking you through so much more!!!!

Areas Covered in the Session:

  • Learn how to properly value a company
  • Learn how to prepare a marketing plan and prospectus for a company
  • Understand the need for a comprehensive tax and cash flow analysis of the transaction
  • Be prepared for a Letter of Intent and learn what needs to be covered in them and why
  • Educate yourself on the Due Diligence process and the documents, schedules and closing items that are needed to have a successful transaction
  • If planning for an internal transaction to a key employee, family member, etc., learn all the different possibilities of how to transfer the business in the best manner
  • And finally, understand what happens post-closing and avoid the pitfalls and mistakes that will be discussed

Who Will Benefit:
  • Business Owners
  • Attorneys
  • CPAs
  • Business Brokers
  • Financial Planners

Speaker Profile
Roman Basi is the current President of The Center for Financial, Legal & Tax Planning, Inc. Roman is an Attorney, a CPA, Managing Real Estate Broker, Title Insurance Agent and an instrument rated private pilot. Roman is also one of the Tax Course Instructors for the Internal Revenue Service’s Annual Filing Season Program for Tax Return Preparers throughout the United States.

Roman is admitted to practice in Illinois, Florida, Arizona, Missouri, Federal DistrictCourt of Illinois Southern District, the United States Court of Appeals for the 7th Circuit, and Roman is also admitted to practice in the United States Supreme Court being sworn in to the highest court in the summer of 2015 in front of all 9 Supreme Court justices.

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