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ABL is
proud to announce this highly interactive Round Table-Workshop
which will feature presentations by experienced Stradling,
Yocca, Carlson & Rauth attorneys, including: Craig Carlson,
Founder & Managing Partner and Stephen T. Freeman, Chairman of
the firm's Tax Practice. |
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| Craig and
Stephen will be addressing the following five critical areas
associated with Selling a Company: |
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Exploration
•
Identifying the Key Players
• Understanding the
○
Kinds & (SoCal-based) Names/Categories of
Key Resources
Typically Engaged in this
Kind of Transaction
○ Their
Criteria For Clients
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Their Services & Service
Levels and
○
Their Typical Fees (including
those for Valuation Experts,
Investment Bankers, and
Other Appropriate Consultants)
Preparation
• Legal, Financial,
Accounting and Other Pre-Sale “Housecleaning"
• Creating Appropriate Strategic Partnerships (with potential
Strategic Buyers, or those who can quickly expand Distribution,
Reputation, etc).
• "Building the 'Team' Together: Selecting and "Bonding" Key
Internal
& External Resources
Taxation
Key Strategies To Maximize
Financial Returns from the Sale, that Meet the Sellers
Objectives for Cash-flow, etc. |
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Date:
March 26, 2008
Time: 2:00 - 5:30 pm
Location:
SYCR
660 Newport Center Dr.
Suite 1600
Newport Beach, 92660
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Agenda: |
2:00 |
Welcome & Introductions |
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| 2:15 |
Interactive Presentation on
Topics by SYCR
Attorneys |
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| 4:30 |
Break |
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| 4:40 |
Q&A
- followed by
Wine & Cheese
Reception |
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| 5:30 |
Conclusion |
Cost:
ABL
Members $ FREE
Members' Board and
Executive Team $400 (per person)
Sponsored
by:
 |
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Valuation
Key Issues Impacting Valuation,
such as:
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“Effective Packaging"
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Types of Buyers (Strategic, Operational, Financial, Emotional,
etc.)
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What Might Your “Likely Multiple" Be Based On? (EBITDA,
Profitability, Revenues, etc.)
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Identifying Relevant Sources of “Comparables" for “Multiples"
Negotiation
• “Who" Typically Handles which
Aspects of the Negotiation Best?
• Importance of Multiple Potential Buyers, Whenever Possible |
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C. Craig Carlson
Founder and Managing Partner
Craig is one of the founders of the SYC&R
Practice Background and Related Experience
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Specializes in emerging and growth companies. |
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Primary
area of practice is corporate and securities. Has extensive
experience with respect to private and public financings
(both debt and equity), strategic alliances, mergers and
acquisitions, corporate securities matters and general
corporate and business representation.
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Since
1975 has represented numerous private and public companies
in a diverse array of industries, including computer,
software, telecommunications, electronics, biomedical and
biopharmaceutical, health care services, financial and title
services, food and various consumer products and services.
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Lectured
at and participated in numerous seminars and speaking
engagements on topics related to legal issues facing
emerging and growth companies including primarily private
and public financing.
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Stephen T. Freeman
Chairman of SYCR's Tax Practice
Practice Background and Related Experience
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Specializes in tax law and works with businesses, business
owners and executives in general tax planning involving
transactions, executive compensation, business structuring,
financings and mergers and acquisitions. |
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Has
authored federal tax legislation, has been an adjunct
lecturer at Golden Gate University teaching corporate tax
and is a frequent lecturer and author on tax topics. |
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ABL
Organization
930 W. Town & Country Road
Orange, CA 92868
www.abl.org |
ABL
Event Coordinator:
Laura Grant
Phone: (714) 245-1427 Email:Laura@abl.org |
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