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“Succession & Exit Planning for Business Owners:  The Inside Story of Selling a Private Company”

The "Baby Boomer Generation" controls an estimated $10 trillion in wealth. That includes approximately 8.4 million businesses expected to change hands in the next 10 to 15 years.

This presentation describes how professional advisors such as attorneys, CPAs and investment bankers can help clients plan for and transition privately held companies. Designed to help clients understand:

  • Past, present and future merger and acquisition trends
  • Key factors having impact on a private company’s value
  • How to improve company value before selling
  • How to increase price and improve deal terms through a managed sale and competitive negotiation process
  • Who the buyers are and why one buyer’s money is better than another’s
  • Important financial and deal terms
This information can help professional advisors improve the level of service to clients. For details or to book this presentation, contact Steve Blumreich at .

Speakers' Bureau

To schedule a speaking engagement on one of the following topics, contact the Sales and Marketing Specialist in the BKD office nearest you or the person listed at the end of each topics section below.

Business Exit Strategies, Mergers & Acquisitions *

  • Overview of the merger and acquisition market
  • Succession and exit planning for business owners:  The inside story of selling a private company

    * Contact , President, BKD Corporate Finance, LLC

Financial Services *

  • Fee/income profitability:  overdraft privilege concept
  • Credit risk and loan review
  • Know your customer update
  • OFAC compliance
  • Strategic planning techniques for community banks
  • U.S. Patriot Act and Customer Identification Program

    * Contact , National Industry Partner

Forensics *

  • Hot topics in electronic evidence discovery:  new rules, preservation and digital forensics
  • Pursuing and defending e-discovery:  digital forensics and the discovery process
  • Handling disgruntled employees:  protecting systems and data
  • A short haircut:  improving recoveries for creditors
  • Business valuations:  the basics of business valuation for lawyers
  • Can you trust the debtor now? Cost-effective monitoring strategies
  • Computer forensics:  how to find the smoking gun on your adversary's computer and not break the bank in the process
  • Computer forensics:  what the courts are doing
  • Computer forensics:  developing sound retention policies for your company in the electronic age
  • Fraud:  protecting your company from fraud
  • General accounting:  unveiling the mystery of financial statements
  • Intellectual property issues in business valuation
  • Sarbanes-Oxley:  legislating corporate integrity—is there a better way?
  • The role of accountants in bankruptcy

    * Contact , Forensics & Dispute Consulting Leader

Health Care *

Manufacturing & Distribution Topics *

  • Accounting issues for manufacturers
  • Business valuations for manufacturers
  • Decision costing:  the real cost of making your product
  • Developing international markets
  • Fraud red flags
  • How to select the right ERP system
  • Mergers and acquisitions:  know the ropes
  • Performance measurements and improving manufacturing quality
  • Tax issues for manufacturers
  • Tips on becoming ISO certified
  • What’s new in manufacturing technology?
  • When you’re ready to go public

    * Contact , National Industry Partner

Not-for-Profit & Government Topics *

  • Fraud:  red flags and preventive measures
  • How to maintain your tax-exempt status
  • Not-for-profit governance after Sarbanes-Oxley
  • Audit committee responsibilities
  • Single audits and compliance with OMB circulars
  • How to make the most out of an audit
  • Board development
  • Budgeting
  • Hot topics with the IRS
  • Intermediate sanctions
  • Unrelated business taxable income for for-profit
    subsidiaries and joint ventures
  • Financial issues for not-for-profits
  • Cost allocation

    * Contact , National Industry Partner

Risk Management Topics *

  • Sarbanes-Oxley Section 404:  internal control & the broader scope
  • Committee of Sponsoring Organizations of the Treadway Commission:
    internal control - integrated framework
  • SAS 70 audits, how to plan for, when are they needed, what are they used for, etc.
  • Model Audit Rule SOX provisions
  • Credit risk and loan review
  • Internal audit
  • Information security
  • Management’s assessment of internal control over financial reporting

    * Contact , Managing Partner

Tax Topics *

  • Planned giving
  • Research tax credits
  • Tax law changes

    * Contact , National Tax Director