2/13 Strategic Partners

Seven Planning Mistakes to Avoid Before a Transaction

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In this episode, Greg Sarian, CEO and founder, Ray Baraldi, Senior Financial Advisor, and Morgan Buswell, Communications Director, discuss seven mistakes to avoid as your company enters a transaction, whether that’s an IPO, a sale, a merger or an acquisition. Listen as they share ideas to consider for a better outcome.

 

“You want to make sure you’re getting good advice, and the first thing I can’t emphasize strongly enough is start sooner than later.” -Greg Sarian [13:06]

 

“Running probability forecasting in our opinion is vital and almost the foundation for how you should be thinking of your financial plan.” -Ray Baraldi [28:40]

 

What You Will Learn:

  • [02:26] Why is this topic important now around a potential tax reform
  • [06:57] Why it’s important to have and maintain an accurate company valuation
  • [08:19] Forms of equity compensations
  • [11:40] Risk at entity and personal levels
  • [13:30] The value of having a qualified team
  • [17:34] Strategies to think about with tax minimization
  • [25:46] Importance of having a strong contingency plan in place
  • [28:16] Why you should consider multiple outcomes

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    Resources:

    Visit our website: sarian.hightoweradvisors.com

    Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian

    Email us: [email protected]

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    2/13 Strategic PartnersBy sarianstrategicpartners
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