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Thu, Nov 09



Pass the Guidon Regional Conference

Join us in Charlotte to learn about the possibilities and the process of transitioning small businesses to qualified military veterans!

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Pass the Guidon Regional Conference
Pass the Guidon Regional Conference

Time & Location

Nov 09, 2023, 10:00 AM – 3:00 PM

Charlotte, 4350 Congress St, Charlotte, NC 28209, USA

About the event

- Registration & networking 

- Welcome/introductions

- Keynote presentation: Passing the Guidon: Transferring ownership of existing businesses to qualified veteran buyers. General topics:

  • The opportunity for transferring ownership of VOSB and SDVOSB
  • Valuation:
  • The acquisition process (high level)
  • What defines a qualified buyer?

- Panel discussion: four veteran business owners who purchased a business

- Main session: Acquisition financing & Q&A

- Navigating the Bank: Business Bank, Commercial Bank, Private Bank overview

- Breakout sessions: The acquisition process

  • Breakout A: Buyers (Acquisition process, seller financing pros/cons, due diligence, finding targets, legal/accounting support)
  • Breakout B: Sellers (Tax implications – asset vs stock, Seller financing pros/cons, transition models)

- Closing remarks

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