Workshop

Diversify Your Wealth Beyond Your Business

A free workshop for Atlanta business owners with $1M+ EBITDA

Friday, July 14, 2017

Session

Breakfast session
7:45am - 9:30am

We encourage you to bring your business partners/spouse!

Selling Your Business, Workshop, Atlanta

Would you invest your entire nest egg in a single stock?

Naturally, no. Yet when you own your business, you may often feel that your wealth is locked up in the same way. And many business owners who want to unlock some or all of that wealth and diversify think they need to sell.

Yet in reality, if your business generates at least $1M EBITDA, you have many other options (including some intriguing tax opportunities) to diversify your wealth beyond your business and generate liquidity now and over time … often without selling or losing control.

Presented by Marc Lewyn, CEO of Strategic Liquidity Services at JOYN, this valuable workshop highlights:

  • Models to generate liquidity now (and over time) to diversify your wealth beyond your business;
  • Strategies for generating liquidity without selling or giving up strategic control;
  • Ways to get cash out of your business yet still maintain important relationships and focus on the parts of the business you enjoy;
  • Opportunities to retain more of your net proceeds and increase your satisfaction if/when you decide to sell.

It’s never too early to understand your options, but this event is especially important when you’re:

  1. Looking for ways to diversify your wealth and unlock liquidity from your business without selling or losing control;
  2. Seeking to understand all your options for generating cash from your business;
  3. Preparing to sell and want to avoid mistakes that can cause regret down the road.

You’ll receive handouts that review each opportunity in more detail. More importantly, we believe you’ll leave feeling more confident about your options and future.

You’ll also have the opportunity to network with other business owners who are also considering their options.

Bring your spouse and/or business partner, too!

Topics
  • The right time to unlock liquidity or sell
  • Reasons to consider diversifying now
  • Models (including selling) to unlock wealth
  • Generating liquidity without losing control
  • A framework for decision-making
  • How to move forward
Audiences
  • Business owners with >$1M EBITDA who are considering an exit OR seeking ways to generate liquidity now without selling
  • Attorneys, CPAs, bankers & other professionals whose clients need guidance on liquidity options
  • Spouses and business partners
Topics
  • The right time to unlock liquidity or sell
  • Reasons to consider diversifying now
  • Models (including selling) to unlock wealth
  • Generating liquidity without losing control
  • A framework for decision-making
  • How to move forward
Audiences
  • Business owners with >$1M EBITDA who are considering an exit OR seeking ways to generate liquidity now without selling
  • Attorneys, CPAs, bankers & other professionals whose clients need guidance on liquidity options
  • Spouses and business partners

It has been my experience that business owners are rarely aware of the multiple opportunities they have. I am an advocate for a process that can evaluate the options in a balanced and well-researched way.

Todd Butler Attorney, FisherBroyles, LLP

Some liquidity structures are simply a matter of recognizing the needs of the business and the owners across multiple disciplines. We are an advocate for these creative structures in the right circumstances.

J. Scot Kirkpatrick Attorney, Chamberlain, Hrdlicka, White, Williams & Aughtry

Having been an advisor to many private companies, large and small, I believe the tax environment you may be able to proactively create is a significant aspect of unlocking the liquidity of many businesses. The real win is if you can understand at a deep level what motivates the owner and his family and connect those dots to the right liquidity solution.

André Schnabl Retired Managing Partner, Grant Thornton, Atlanta office

Most business owners think there’s one way to generate liquidity from their business – to sell it. However, that’s one of MANY options, and in our experience, it’s often not the best one. We can help you navigate complex variables and choose a path that best fits with your personal and professional goals.

Marc Lewyn CEO, Strategic Liquidity Services at JOYN

Friday, July 14, 2017

Session

Breakfast session
7:45am - 9:30am

We encourage you to bring your business partners/spouse!

2017-07-14 07:45 2017-07-14 09:30 America/New_York Diversify Your Wealth Beyond Your Business Breakfast session JOYN GV Financial Advisors

JOYN

1100 Abernathy Rd., 500 Northpark, Suite 500 Atlanta, GA 30328

For More Information

Questions? Call Amanda Chapman at 770-295-5736 or contact us here.