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Seminars and Events

Upcoming Event:


Selling my business and keeping the taxes as low as possible & transitioning from business ownership to the next stage

Date & Time:

Thursday, December 16th at 3 PM

Location: Online


This series is for anyone wanting to monetize their business and either sell or create liquidity, led by the President of IBA (a firm that has completed over 4,200 business transactions), the VP/SBA Sales Manager for SaviBank (Preferred Lending Partner of the SBA) and the CEO of Heritage Wealth (the Forbes #2 ranked wealth management firm in WA). We will share top strategies for maximizing the eventual sale price of your business and minimizing the taxes due, with case studies of companies that have worked through very successful exits. Even if you’re not planning to sell in the next several years, we’ll be covering techniques that in some cases need to be executed years in advance, so that when you do eventually sell, you have more control of the ultimate outcome.

Part 2 – Selling my business and keeping the taxes as low as possible & transitioning from business ownership to the next stage

Selling a business impacts ownership, employees, customers, and suppliers. Learn how to sell your business in a confidential manner where the sale is not known in the public domain, until you are ready, employing best practices we have applied in working with thousands of business owners over the years. Entrepreneurial success opens many potential doors: retirement, estate planning, philanthropy, etc. Learn how a team of knowledgeable, experienced, and highly skilled professional advisors can build a process to mitigate taxes and other undue turbulence

We will cover:

  1. The mechanics of the deal
  2. How do we create a marketplace to get the highest price, and keep the process confidential
  3. Building the advisory team (M&A advisory, business attorney, tax attorney, wealth management, etc)
  4. Turning the proceeds into passive income streams that grow and outpace inflation
  5. Proactively reducing the taxes on those income streams (tax holidays, stacking of deductions, tax bracket optimization, tax shifting, philanthropy, etc)
  6. Succession planning

Date: Thursday, December 16th  Time: 3PM

Location: This is an online event.

Register Here

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