Learn from Seasoned Professionals how to:

• Structure your business for a Successful Exit…

• Continue to Grow and Maintain Normal Business Operations…

• Pre-transaction Wealth Planning in an Uncertain World…

• Deal with Confidentiality Issues….

• Receive Maximum Post Tax Value for your Business…

• Know the Types of Buyers and their Value Drivers…

• How to Sell or Transfer to Family/Key Employees…

• Avoid Tax and Legal Pitfalls in the Process…

Speakers:

Steve Crisman, Cross, Fernandez, & Riley, LLP         www.cfrcpa.com

Chris Curtin, Bankers Advocate                                     www.bankersadv.com

David Hallock, Jr., GrayRobinson, P.A.                       www.gray-robinson.com

Laura Hawley, Allen & Company                                   www.alleninvestments.com

Abacoa Golf Club
105 Barbados Drive
Jupiter, FL 33458

Angel Forum of Florida is a Not-For-Profit Organization that facilitates interaction between individual investors and local entrepreneurs through Member networking and our monthly meetings and presentations.

President Country Club
2300 Presidential Way
West Palm Beach, FL
561-686-4700

Panelists Include:

John Caple, Managing Director – Comvest

Scott Saunders, Managing Director – Farlie Turner

Kevin Lamb, Shareholder – Gunster

• Google Hosted Email- At $50 per user/year, we switched to Google hosted cloud email via Google Apps. It is very smartphone friendly, spam has been reduced and it syncs continuously with our CRM (see the next product).

• Capsule CRM- Our Customer Relationship Manager (CRM) is Capsule CRM. We picked Capsule for it’s low cost ($12/month per user), ability to link with individual Twitter, LinkedIn and Facebook accounts, Email centric, and it’s seamless integration with Google Hosted email. For instance, every email we receive will show at the bottom whether that individual is already in our CRM and if not a new record can be created with a simple button click.

• Virtual Assistance from 123Employee- We have used Virtual Assistance from 123Employee for almost a year now and it has allowed our business to become much more efficient by adding or enhancing telemarketing, database management, basic research, seminar follow-up,etc.

• Websites based on WordPress- We have switched all of our web sites to WordPress. The pluses of a site based on WordPress include the ease of which non programmers (most Business Owners) can upload or change blogs, events, videos and link their site to Twitter/LinkedIn/Facebook.

• Dropbox- Dropbox is a wonderful tool to share files and folders to individuals and team members. You are notified immediately on your desktop when a new file or folder is added. Also 3gb is free and you get more space as your clients or friends share the tool.

This has been a brief introduction to some of the tools we use to keep in touch and freely communicate with our far flung team members. Please contact Chris Curtin at 561-882-1331 or chris@bankersadvocate.com for more information.

When:
Tuesday, Dec 13, 2011 6-8pm

Where:
Pistache French Bistro
101 N. Clematis Street
West Palm Beach,, FL 33401

Now Miami area small businesses have access to the advantages of Vistage Membership

Veteran Vistage Chair, Les Deck will launch the Vistage Small Business Program with a November 29th breakfast at the Marriott, Biscayne Bay 7:30 am until 9:30 am.

• Exclusive group of peer CEOs to serve as your Board of Advisors
• Individual Executive Coaching
• Access to Vistage Village, a world-wide virtual community of over 14,000 members
• Workshops on Leadership, Marketing, Finance and other business topics

Learn why Vistage member companies are emerging from the recession faster and stronger than their competitors.

If you are CEO or President of a Miami area small business email les@lesdeckconsulting.com to register for the event. You must be registered to attend.

…help make a foster teen’s holiday season a whole lot brighter!

Child and Family Connections (CFC), Palm Beach County’s Lead Agency for child welfare, and Studio E Gallery invite you to an after-hours “friendraiser” to help buy 75- $50 holiday gift cards for local foster youth.

When: Thursday, December 8 at 6:00 PM to 7:30 PM

Where: Studio E Gallery
4600 PGA Boulevard, #101
Palm Beach Gardens, Florida 33418
561.799-3333

Info: Admission is $20 at the door or a $25 or greater gift card from Target or Walmart.

Expect: Yummy holiday bites, one complimentary beverage, door prizes, drawing for a 2-day Celebration Cruise Lines Bahamas trip and more, a 50/50 drawing and beautiful artwork. A percentage of the Studio E Gallery art proceeds sold during the evening benefits CFC’s foster children.

RSVP: Vivianne Hall at 561.352.2459 or vhall@cfcpbc.org

An Exclusive Seminar for Business Owners and their Advisors

Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting 3 hours will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.

Learn from Seasoned Professionals how to:

• Structure your business for a Successful Exit…

• Continue to Grow and Maintain Normal Business Operations…

• Deal with Confidentiality Issues….

• Receive Maximum Post Tax Value for your Business…

• Know the Types of Buyers and their Value Drivers…

• How to Sell or Transfer to Family/Key Employees…

• Avoid Tax and Legal Pitfalls in the Process…

Speakers:
Jennifer Spooner, Cross, Fernandez, & Riley, LLP www.cfrcpa.com
Chris Curtin, Bankers Advocate Group www.BankersAdvocate.com
Stefan Rubin, Shutts & Bowen, LLP www.shutts.com

Date: Thursday – January 19, 2012 Time: 8:00 – 11:30 AM

Program has been accepted by CFP Board for 3 continuing education credit hours.

Location:

The UCF Executive Development Center
36 West Pine Street
Orlando, FL 32801

The Summit Symposium Series is dedicated to connecting leading professionals with one another, to share insights, best practices and Power Principles.

The Panelists will share meaningful tips regarding how to approach business, growth, and sustainability as we move into a changing future.

How do we:

• Optimize our profits? • Credential ourselves as industry leaders?
• Recruit high-level talent and retain effectively? • Operate “tax efficiently?”
• Create more opportunities for exposure? • Grow our business without “growing broke?”
• Manage changes in law and regulation? • Weather economic downturns?

Attendees will be able to make an impact in their area of expertise, while making connections to create more business or strategic partnerships.

RSVP Here

Tips for Buyers: Sell Yourself

A mentor once told me, “People do business with people they like.” For Buyers in the M&A arena, this is an important insight to remember. We often find ourselves coaching inexperienced buyers on using this logic as an effective technique to negotiate their best deal.

While price and terms are important to owners seeking to sell their closely held company, oftentimes Sellers emphasize the importance of finding the “right” successor. They place a high priority on finding someone:

• With the skills and experience to take their business to the next level
• That will take great care of the good name and reputation they have established over many years
• That will treat their employees right
• That are respectful of the Sellers’ personal, emotional, and financial concerns of turning over the reigns to a qualified person.

On a number of occasions, I’ve had owner clients select an offer from someone that met these conditions, rather than alternative Buyers with higher price offers. Therefore, when representing Buyers in our Targeted Acquisition Search Program, we insist on packaging the Buyer in much the same way we painstakingly package a Seller before entering the market.

Packaging a Buyer includes being ready to share:

• Financial qualifications by securing a credit report and signing a personal financial statement
• A professional bio and resume
• A written pre-due diligence list of relevant and thoughtful questions shared in advance of meetings
• A humble, yet positive and confident attitude

Above all, as a Buyer evaluating potential acquisition targets, you need information and cooperation from the Seller as quickly as possible. Approaching your potential targets prepared, and making the effort to give them what they need to qualify you, creates the desire and motivation to want to do business with you.

Whether that gets returned to you in the form of price, terms, extra efforts to ensure success during transition, or any number of other valuable concessions, selling yourself as Buyer is the best approach.