Selling Your Business for Maximum Market Value
An Exit Planning Seminar for Business Owners
Join us for a wide-ranging discussion and Q&A on what it takes to
successfully sell your family business or privately held company for top dollar
and exit with confidence. We will cover evaluations, marketing, confidentiality,
financing, tax planning, and legal documentation.
Date: March, 19th at Start time is 4pm / Doors open at 3:30 PST
Location:
Pybus Public Market Event Center
3 N Worthen St
Wenatchee, WA 98801
Speakers:
Kevin Tomalty, Clifton Larson Allen, LLP
Kevin specializes in providing tax and consulting services to clients in the Pacific Northwest. He also
serves as a liaison for CLA's outsourcing, wealth advisory, tax credit, and other services. His top priority
is to deliver a highly responsive and proactive CPA experience to his clients, helping them achieve their
business goals while remaining efficient with their tax obligations.
Lincoln Denny, Washington Trust Bank
Lincoln is highly experienced in serving agricultural and commercial banking clients and has a deep
appreciation for the challenges and opportunities within Central Washington’s agricultural industry.
Prior to joining Washington Trust Bank, Lincoln managed a complex agricultural client portfolio as
senior business relationship manager and also served as a commercial relationship manager and credit
analyst. He cultivates strong customer relationships, lending his expertise in operating lines of credit,
real estate financing, and equipment financing to agricultural, commercial and industrial clients.
Lincoln attended Brigham Young University's Marriott School of Management and earned a Bachelor of
Science in finance.
Oliver Kotelnikov, IBA Business Brokerage
Oliver is an experienced business & commercial real estate broker specializing in the sale of family
businesses and privately held companies.
Adam G. Haynie-Jeffers, Danielson, Sonn & Aylward, P.S.
Adam Haynie is a partner at Jeffers, Danielson, Sonn & Aylward, P.S. and is a skilled and dedicated
attorney with extensive experience in business and commercial law, real estate, land use, agri-business,
and closely held businesses. Adam assists companies at every stage of their existence,from the formation
and early stages of startup, through operational growthand development, and ultimately to the sale and
transition through thoughtful succession planning. Adam is pragmatic and committed to understanding
his clients’ businesses, objectives, and industries to help them accomplish their goals in an efficient manner
and is dedicated to getting outstanding results for his clients with a collaborative approach.
