EPI Utah Chapter Event | January 19, 2023

January’s meeting will be a roundtable of business owners that have sold, or are planning to sell, their businesses. It will be moderated by the EPI Utah Chapter’s Leadership Team. The discussions will focus on:  

• How they prepared, or are preparing, to sell their business (succession planning, organizing themselves, knowing their finances) 
• How they’ve identified, or plan to identify, buyers (customers, competitors, word of mouth, advisors including business brokers). 
• What they care or cared about in selling their business – key decision drivers (e.g. upfront verses contingent consideration, the going forward reputation of business and relationships with key customers/suppliers/vendors/service providers, etc.). 
• Any valuable tax tips, tricks, or planning elements in connection with the sale (e.g., things that led to receipt of the most ‘dollars and sense’ of for the business, including matters like net working capital adjustments, allocation of purchase price, and tax planning (use of advance planning trusts, contributions to charities, DAFs, etc.)).