North Texas Chapter Event: Practical Considerations When Selling to Key Employees

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EPI Members $20  *Members must log into the EPI Member Center to receive the member pricing.

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Non-Members $30

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Overviewdivider

 

Practical Considerations When Selling to Key Employees

Many business owners assume that they will eventually sell to key employees.   But, they give very little thought to all of the issues that need to be considered to insure a successful ownership transition. Nor do they realize how long it will take to prepare and execute such a strategy.

This session will focus on all of the practical considerations regarding the viability of selling their single largest asset to employees and the risk it poses to their retirement planning, their long term financial security and cash flow. The panel will offer solutions to insure a successful outcome.

Learning Objectives:

  • How to evaluate if the seller can take the financial risk
  • How to assess employees: financial, personal, entrepreneurial
  • How to assess the company’s sustainability under new ownership
  • What advisors to include on the team

 


Presentersdivider

Greg Reed, VP of Strategic Planning, Smith, Frank & Partners

As VP Strategic Planning for Smith, Frank & Partners, Greg works with business owners, entrepreneurs and professionals to establish personal financial objectives and a blueprint to help achieve them. Through an interactive planning approach, Greg works to make the complex financial decisions that each person faces much less daunting than traditional methods. He breaks down detailed and complicated information into a visual format that allows our clients to review financial strategies that are both clear and concise.

Steve Goodner, CAP, President & CEO, Goodner Strategic Consulting, LLC

Leveraging 35+ years of experience in organizations of all sizes, directly and in a consulting role, Steve leads Goodner Strategic Consulting, LLC (GSC), in partnering with business owners to maximize their ownership value and ROI, by getting the people side of the business right. GSC provides strategies and solutions for organizations uniquely suited to building a sustainable competitive advantage through people. Using the tools of psychology, and extensive experience in organizational development, Steve partners with owners and leaders to reach the preferred future for their organization.

GSC also works with non-profit organizations, specifically in realizing their fundraising potential by understanding their unique advantages and building fundraising teams that will display “passionate engagement” with the mission of the organization. Whether for-profit or non-profit, the greatest asset in any organization is their people. Getting the right people, in the right places, doing the right things is the key to long term success.

Donna Butterfield, Senior Vice President of Frost Bank

Donna has been in the Dallas banking market for 30+ years.  Donna’s career focus has been on helping owner-run businesses grow their companies with access to capital for supporting working capital, equipment finance, business acquisition, and owner occupied commercial real estate, utilizing conventional and SBA loans.  As a relationship banker, Donna teams with other areas of Frost to provide treasury services, wealth management and insurance for clients for their business and personal needs. Donna has been active in the community during these years.  Current involvement includes- Women’s Business Council Southwest: former board chair, Senior Advisory Council and Certification Committee; Garland Chamber of Commerce: member and WBe Initiative Steering Committee Member; YW of Metropolitan Dallas- Volunteer facilitator for the Women Business Enterprise program; CREW Dallas; in addition to leading and volunteering in many of Frost Bank’s local community events and projects.


Continuing Educationdivider

 

 CEPAs receive 1 CE credit

CPAs receive a certificate for 1 CPE credit

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