In part one, we'll discuss liquidity, equity, investment strategies for small business owners and some of the ways you can structure an advantageous exit for yourself - regardless of the size of your business.
Join us for one or all of the events, with a final event live in November 2022, connecting potential buyers and sellers who wish to meet and network.
Agenda
Liquidity events - what you can you do with your equity?
Types of sales structure and the pros and cons of each.
Planning in advance: tax strategy for small business owners.
Can I have more than one exit?
Creative exit structure: there is a buyer for every seller.
PRESENTER INFO
Name
Reuben Levinsohn
Title
Partner, Washington Avenue Advisors
Bio
Reuben has been an avid entrepreneur since his early 20's. He started his first business with a national home improvement company while attending Michigan State University for a Finance degree. He grew this business to become one of Michigan's largest painting and home maintenance companies before he sold it the age of 30.
He then pursued his passion of helping people make smart life and wealth choices as a registered financial advisor and maintains advisory and fiduciary relationships with select clients. Over the past decade he developed a series of workshops and resources designed to help young entrepreneurs and medical professionals make smart financial choices early in their career. Reuben has given lectures to hundreds of groups throughout the country and has developed a Financial Roadmap program to guide business owners and medical professionals through the development and implementation of their custom financial plans.
Reuben has been an angel investor, advisor, and mentor to several startup companies and founders since 2015. He and his partners founded Washington Avenue Ventures where they focus on investing, consulting, and partnering with early stage and growth stage companies looking to transition, scale, or exit.
Carrie Simpson
Host, Your IT Webinars
Carrie helps IT companies grow by increasing their opportunities to connect with technology dependent and technology strategic small business owners.
Name
Ian Richardson
Title
Managing Partner, Richardson & Richardson Consulting
Bio
Ian is the managing partner of Richardson & Richardson Consulting. He founded Doberman Technologies, a nationally recognized MSP that has continually been lauded by the media for their fast growth, and successfully exited in December 2021. Ian is a certified Paterson Center StratOp facilitator. He specializes in helping his clients grow, and works with businesses of all sizes to help them gain perspective and plan for their exit.
Name
Christopher Vollmond-Carstens
Title
Vice President, Corporate Development
Bio
Christopher Vollmond-Carstens joined Ntiva in September 2020 as the VP of Corporate Development to lead the company’s M&A and integration activities. His prior experience includes building a corporate development practice at TOMIA, consulting at Deloitte, private equity at GE Energy Financial Services, and investment banking at Morgan Stanley. Christopher received a BA in Economics from Williams College and an MBA from the Darden School of Business at the University of Virginia.