Have business owner clients? You should attend!
Do you WANT business owner clients? You should attend!
We will cover what to expect with one of your owner clients who has a business to sell, including how to deepen your relationship and bring life-changing value. This includes the ins and outs of asset vs stock sales, measuring cash flow (SDE vs EBITDA), looking at the distribution of multiples by deal size, and the potential benefits of a QSBS sale to avoid federal capital gains tax. Did you know that a WA business with less than $10M in revenue pays zero WA capital gains tax when an owner sells?
This session will be informative, high energy, and send you home with resources, data, and a game plan for your owner clients.
Learning objectives:
- Understanding operational, tax, and legal differences between an asset vs stock sale
- Reviewing how cash flow is calculated, including SDE vs EBITDA
- QSBS eligibility and benefits - how a C-corp owner can avoid federal capital gains tax on $15M
- Context on market multiples by deal size and industry
Meet Ryan Hemmert, MBA, CPA I M&A Advisor I Washington Business Brokers
Ryan turns tired business owners into retired multimillionaires. Businesses we proudly represent have revenue of $2M – $30M and span industries.
Washington Business Brokers is a team of experts in valuation, optimizing a business for sale, buyer identification and qualification, negotiation, deal structuring, and closing.
Prior to founding Washington Business Brokers, Ryan spent ~20 years as a hands-on strategy and operations leader, management consultant, and “go to” person for getting hard / big things done (experience includes Amazon.com, Deloitte Consulting, and Liberty Mutual Insurance).
Ryan obtained an MBA from the University of North Carolina at Chapel Hill, along with a Bachelors in Accounting from Wright State University in Dayton, Ohio.