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2017 Super Star Seminar - Passing the Torch, Helping Clients Sell/Transfer Their Business
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2017 Super Star Seminar - Passing the Torch, Helping Clients Sell/Transfer Their Business

Clint Bentz, CPA will present "Passing the Torch
- Helping Clients Sell/Transfer Their Business" - 8 hours
CEU each day! Cost includes continental breakfast, lunch,
and textbook.
We warmly invite non-members to take advantage of the member
discount by completing and submitting our membership
application before registering for this seminar using the
Join Now link in the upper menu.

10/24/2017 to 10/25/2017
When: October 24-25, 2017
8:00 am - 5:00 pm both days
Where: Holiday Inn
25425 SW 95th Ave
Wilsonville, Oregon  97070
United States
Presenter: Clint Bentz, CPA, CMA
Contact: Linda Musson
503-726-0100


Online registration is available until: 12/31/2017
« Go to Upcoming Event List  

2017 Super Star Seminar on October 24-25 - Clint Bentz, CPA presents up to 16 hrs CPD on Helping Clients Sell/Transfer Their Business

Content To be covered over two days         

  • Introduction to topic
  • Business Owner Lifecycle
  • Process for business owner transition
    • Phase I – preparing for exit
    • Phase II – Evaluate and choose options to fit personal goals
    • Phase III – Execution
  • Phase I – preparing for exit
    • Life Extender exercise
    • Goal setting exercise
    • Identify obstacles exercise
    • Family Business dynamics – the three circles
    • Creating the Family Blueprint
      • Begin with the end in mind
      • Managing expectations
      • Identifying where the business is in its lifecycle
      • Two Golden Rules
      • Using the Twelve Questions process (Thomas Williams Deans PhD)
    • Exploration of the Twelve Questions process
  • Phase II – evaluate options
    • What do you have to sell?
    • Issues with selling professional firms
    • 8 options for transitioning out of the business
    • Using IRC 409A deferred compensation plans
    • Evaluate effect of options on lifestyle, financial needs and family
  • Phase III – Execution
    • Putting together the advisor team
    • Valuation of the business
    • Case study on business valuation
    • Closing the deal
    • Transitioning out of the business
  • Practical tips on selling the business
    • Selling is a negotiation
    • Understanding the terms used in a business sale
    • Asset classes for IRS reporting
    • Valuing assets
    • Getting the business ready for sale
    • Selling assets vs selling the business
    • Tax issues with partnerships and corporations
    • Tax treatment of different types of sales
    • Ways to defer gain on sales
  • Unique issues with transitioning family owned businesses
    • Multi-generational planning issues
    • Professionalizing the business
    • Governance structures
    • Intergenerational communications
    • Conducting family meetings
  • Unique issues with transitioning farming, ranching and timber businesses
    • On-farm vs off-farm heirs
    • Structuring the transaction
    • Specialized tax issues
  • Recap and conclusions

 COST

Continental Breakfast, Lunch, and textbook included

Non-OATC members are warmly invited to join before registering so they may take advantage of the member discount!

  Register by
7/31
Register
8/1 - 9/30
Register
10/1- 10/23
Register
at the door
OATC Member Non-Member OATC Member Non-Member OATC Member Non-Member OATC Member Non-Member
 10/24 and 10/25 250 290 275 315 300 340 350 390
 10/24 ONLY 150 190 175 215 200 240 250 290

 

Cancellation Policy

$20.00 Fee:  Cancellations made prior to October 1st
$40.00 Fee:  Cancellations made after September 30th
Attendee substitutions can be made on a like for like membership basis or by paying the difference.

Clinton Bentz

 

 

About the Speaker

Clint Bentz, CPA leads the Trust & Estate practice at Boldt Carlisle + Smith, and is an expert in family succession issues. He is a Certified Public Accountant, Certified Management Accountant, a graduate of the Cannon Trust Tax School, and the former chair of the firm’s management team.

After working as a corporate controller for several years, Clint entered public practice in 1989, providing professional tax, estate planning, and business consulting services to individuals, partnerships and corporate clients.

Clint is a frequent contributor for publications on taxation and estate planning issues, and is a popular speaker on estate planning and taxation issues for both lay audiences and tax professionals.

 

 

 

 

 

the Location

Holiday Inn Conference Center
25425 SW 95th Ave., Wilsonville, OR
West of I-5 at Exit 286

CLICK for a map

We have Guest Rooms available for our attendees.  They are Standard/Doubles at a rate of $109 per night plus tax. The reservations can be made by calling 1-800.465.4329 or 503.682.2211 and asking for the Oregon Association of Tax Consultants group rate.  The cutoff for reservations at that rate is 10/15/2017.

They will honor those rates 2 days before and 2 days after the normal dates of Oct. 23, 24 and 25.

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