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Key Pre-Transaction Planning Strategies During Challenging Times
As the economy continues to recover from the effects of the slowdown of the COVID-19, we are observing our national debt exceed record levels. In a slower growth environment, founders and executives of early stage, growing companies may need to be more thoughtful and resourceful as they position themselves and their companies for a transaction. In this episode of the Sarian Strategic Partners Podcast, Greg Sarian CFP, CEO & Founder at Sarian Strategic Partners speaks with Ken Taormina about pre-transaction strategies to consider during challenging times.
Ken is the President and Founder of Cortland Advisors LLC and was the CEO and Co-Founder of Nablis LLC.
Ken has been the lead architect in the creation, development, and growth of companies in the professional services areas of global software services, corporate strategy, enterprise information systems, and digital Industrial Internet organizations and teams. He has proven expertise in digital engineering, enterprise, m2m, connected vehicle, mobility, cloud, and data analytics leading global organizations through successful transformation, growth and change.
Starting with their own experiences, they end up giving powerful tips and tricks to sell your company.
Tune in Now!
Conversation Highlights:
[01:55] Planning to sell? (Some important things to consider)
[04:14] The need to hire a law firm.
[06:48] CAUTION : Do not make these mistakes.
[10:21] Make yourself stand out among the crowd. But how?
[12:09] Have you ever thought about the net outcome of your company?
[14:18] Marrying tax planning with philanthropy!
[15:06] Issues with partner/family-owned company.
[19:22] A lack of time?
Remarkable Quotes:
"Selling your company, sell it at the right time!"
"Now is not the time unless you absolutely have to."
Special Reminder
Make sure to check out Cortland Advisors.
Reach out to Ken:
- On LinkedIn
If you enjoyed this episode of the Sarian Strategic Partners Podcast, then make sure to Subscribe to our podcast.
Connect with Greg on LinkedIn and check us out at Sarian Strategic Partners.
View all episodes
By sarianstrategicpartners
5
11 ratings
As the economy continues to recover from the effects of the slowdown of the COVID-19, we are observing our national debt exceed record levels. In a slower growth environment, founders and executives of early stage, growing companies may need to be more thoughtful and resourceful as they position themselves and their companies for a transaction. In this episode of the Sarian Strategic Partners Podcast, Greg Sarian CFP, CEO & Founder at Sarian Strategic Partners speaks with Ken Taormina about pre-transaction strategies to consider during challenging times.
Ken is the President and Founder of Cortland Advisors LLC and was the CEO and Co-Founder of Nablis LLC.
Ken has been the lead architect in the creation, development, and growth of companies in the professional services areas of global software services, corporate strategy, enterprise information systems, and digital Industrial Internet organizations and teams. He has proven expertise in digital engineering, enterprise, m2m, connected vehicle, mobility, cloud, and data analytics leading global organizations through successful transformation, growth and change.
Starting with their own experiences, they end up giving powerful tips and tricks to sell your company.
Tune in Now!
Conversation Highlights:
[01:55] Planning to sell? (Some important things to consider)
[04:14] The need to hire a law firm.
[06:48] CAUTION : Do not make these mistakes.
[10:21] Make yourself stand out among the crowd. But how?
[12:09] Have you ever thought about the net outcome of your company?
[14:18] Marrying tax planning with philanthropy!
[15:06] Issues with partner/family-owned company.
[19:22] A lack of time?
Remarkable Quotes:
"Selling your company, sell it at the right time!"
"Now is not the time unless you absolutely have to."
Special Reminder
Make sure to check out Cortland Advisors.
Reach out to Ken:
- On LinkedIn
If you enjoyed this episode of the Sarian Strategic Partners Podcast, then make sure to Subscribe to our podcast.
Connect with Greg on LinkedIn and check us out at Sarian Strategic Partners.