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Thu, Nov 09

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Capital Towers - Charlotte

Pass the Guidon Regional Conference

Explore the possibilities around selling your business to a qualified military veteran. Attendance is limited to 50 participants - half representing buyers, half sellers. Please complete the registration process for consideration for a seat!

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Pass the Guidon Regional Conference
Pass the Guidon Regional Conference

Time & Location

Nov 09, 2023, 9:00 AM – 3:00 PM

Capital Towers - Charlotte, 4350 Congress St, Charlotte, NC 28209, USA

Guests

About the event

Agenda:

- Registration & networking (appetizers/beverages)

- 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 for Government contractors
  • Valuation drivers
  • The acquisition process
  • What defines a qualified military veteran buyer?

- Panel discussion: Understanding both perspectives: what's important for buyers and sellers?

- Lunch sponsored by JPMorgan Chase

- Main session: Acquisition process & Q&A

- Navigating JPMorgan Chase: Navigating JPMC: Business Bank, Commercial Bank, Private Bank overview

- Breakout sessions: The acquisition process - issues specific to buyers and sellers

  • 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

- Networking

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