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Pass the Guidon Regional Conference
Thu, Nov 09
|Charlotte
Join us in Charlotte to learn about the possibilities and the process of transitioning small businesses to qualified military veterans!
Tickets are not on sale
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Time & Location
Nov 09, 2023, 10:00 AM – 3:00 PM
Charlotte, 4350 Congress St, Charlotte, NC 28209, USA
About the event
- Registration & networkingÂ
- 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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