Announcing our September 8, 2017 Quarterly Meeting:
Identifying, Maximizing and Diversifying Value in Privately Held Companies
Helping your clients transition their business ownership can be complex and filled with questions. This session will help you guide your client through 5 important stages of the process: Identify, Protect, Maximize, Harvest and Diversify and help them maintain their legacy, transfer wealth, fulfill part of their estate planning needs and plan for retirement.
Identifying value: How to determine a value range of the business which is the beginning point of the planning process to quantify retirement funding needed from the business and for buy/sell agreements or insurance planning.
Protect value: Address high priority items such as a written business continuity plan, life insurance to benefit the owners’ family, updating and funding buy/sell agreements, and other risk v issues identified in a business assessment
Maximize Value: Focus on transferability of the business, determine required investments in the business and developing action plans.
Harvest value: Ownership transition triggers, partial and full liquidity events, demographic overview.
Diversify Value: Owner challenges and options
Your client(s) may be planning to transition now, or in the future, developing an exit strategy involves planning to well advance for a successful transition.
This session has been accepted for 1 hour CE for CFP®, FL. Insurance. CPA- CPE self-reporting.
About our speaker:
Chuck Owston, CEPA, CM&AA | Managing Director, Florida Capital Advisors
Prior to forming Florida Capital Advisors, Chuck served as President, Bank Division of Florida Capital Bank, N.A. from 2010-2014. He partnered with the founding shareholder group in late 2005 to establish markets and raise private capital for operations. He spent 21 years with Wachovia Bank (now a Wells Fargo Company) where he advised shareholders of middle market companies on optimal capital structures, growth strategies, ownership transition, liquidity options and managing wealth. Chuck has a Bachelor’s of Science in Finance from the University of Central Florida and holds the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute, taught at the University of Chicago’s Booth School of Business. Additionally, he is a Certified Merger & Acquisition Advisor (CM&AA), which is granted by the Alliance of Merger & Acquisition Advisors and taught at DePaul University. The Certified Merger & Acquisition Advisor (CM&AA) designation serves to maintain the highest recognized standards of professional excellence for middle market corporate financial advisory and transaction services, and to provide a benchmark for professional achievement within that overall body of knowledge. He is experienced in raising private capital, corporate restructuring, divesting of non-strategic assets and operating a privately held company.
Non Member: $45.00
The FPA of Central Florida is dedicated to the success of our membership by promoting the value of the financial planning process through professional development, networking, and community awareness.
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