Upcoming Events
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April 18, 2018 - 7:30 AM to 9:00 AM
Tax Ramifications When Selling (and Buying) a Business Bellevue Grille 100 112th Ave NE Bellevue, WA 98004 Description: Taxwise Panel Discussion - Smart Strategies for Managing Taxes on the Sale of a Business It’s sad, but true: the IRS and many state governments will expect capital gains taxes to be paid on the sale of a business. However, with a little planning and the right expertise, these taxes can be reduced, deferred, or even eliminated in some instances. Whether you represent buyers or sellers, you won’t want to miss this lively discussion of the key considerations and useful alternatives. Who wouldn't like to be known for saving their clients thousands of dollars on a tax bill? We are bringing together three experts to share their thoughts about how to avoid be better prepared for taxes when buying or merging a business. Expert Panelists:
Sign up at the top of this page to receive updates when the event is available for registration.
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Education, insights and opportunities for networking.Business Transition Advisors hosts professional events every two to three months to educate, inform and to provide an opportunity to network. We are committed to presenting education that is timely and relevant to our members' needs. Our speakers present in sufficient depth to useful content and to encourage lively exchange. Members have the opportunity to be speakers.
Casual events are held periodically and generally occur on an alternating monthly schedule as this organization continues to grow. We welcome recommendations for topics and speakers that are relevant and timely for our audience. Please contact us here to suggest topics and speakers. |
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Professional Meetings
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Past Events
February 21, 2018 - 7:30 AM to 9:00 AM
Culture Clash!
Bellevue Red Lion Inn
11211 Main St, Bellevue, WA 98004
Description:
Once upon a time, two companies decided to merge. The owners were very happy and sure they were doing the right thing for their businesses. But instead of increased productivity, conflict, turf wars, secret meetings and stalling nearly brought the business to a halt. Key employees left the company.
What possibly could have gone wrong?
Come to the next meeting of Business Transition Advisors to find out how to get in front of results like these and, instead, get two cultures on track towards working together productively.
We are bringing together experts to share their thoughts about how to avoid chaos and conflict when buying or merging a business.
Panelists
MC
Culture Clash!
Bellevue Red Lion Inn
11211 Main St, Bellevue, WA 98004
Description:
Once upon a time, two companies decided to merge. The owners were very happy and sure they were doing the right thing for their businesses. But instead of increased productivity, conflict, turf wars, secret meetings and stalling nearly brought the business to a halt. Key employees left the company.
What possibly could have gone wrong?
Come to the next meeting of Business Transition Advisors to find out how to get in front of results like these and, instead, get two cultures on track towards working together productively.
We are bringing together experts to share their thoughts about how to avoid chaos and conflict when buying or merging a business.
Panelists
- Niki Jorgensen
- Jeff Rogers
- Brian Quint
MC
- Mark Hamachek
January 17, 2018 - 7:30 AM to 9:00 AM
Business Transition Advisors Annual Meeting
Conifer Building
1450 114th Ave SE
Bellevue, WA 98004
When you walk in the front doors of the building the meeting room
is down the hallway to your right and it is the first room on the right.
This is an annual meeting exclusively for members. Members will have an opportunity to ask questions, make comments or suggestions to the board.
Sign up at the top of this page to receive updates when the event is available for registration.
Business Transition Advisors Annual Meeting
Conifer Building
1450 114th Ave SE
Bellevue, WA 98004
When you walk in the front doors of the building the meeting room
is down the hallway to your right and it is the first room on the right.
This is an annual meeting exclusively for members. Members will have an opportunity to ask questions, make comments or suggestions to the board.
Sign up at the top of this page to receive updates when the event is available for registration.
November 8, 2017 - 4 pm to 6 pm
Mixer - Meet, Greet
W Bellevue Hotel
LIVING ROOM BAR
in Lincoln Square South
10455 NE 5th Place
Bellevue, WA 98004
Description:
This event is open to the public. Join us for an evening of business networking and learn from members of the Business Transition Advisors. Our organization strives to bring the best in business networking and education to our members.
Mixer - Meet, Greet
W Bellevue Hotel
LIVING ROOM BAR
in Lincoln Square South
10455 NE 5th Place
Bellevue, WA 98004
Description:
This event is open to the public. Join us for an evening of business networking and learn from members of the Business Transition Advisors. Our organization strives to bring the best in business networking and education to our members.
September 20, 2017 - 7:30 AM
Business Buying:
The purchase is the beginning not the end
Bellevue Red Lion Inn
11211 Main St, Bellevue, WA 98004
Description:
Pre-closing due diligence is a necessary for any transaction and we often forget that the real work begins after the purchase. A seamless, tranquil transition is about the planning for the day after the sale. Many deals ultimately fail because of the things that cannot be checked off a list during due diligence and negotiation such as organizational buy-in, cultural alignment, and technology shifts.
Our event will focus on three areas that every buyer must think about: Cultural change, Organizational change, and Technology compatibility.
We are bringing together buyers who have experienced the challenges of post-closing first-hand. They will share their thoughts about what would they have done differently both in planning and in execution.
Business Buying:
The purchase is the beginning not the end
Bellevue Red Lion Inn
11211 Main St, Bellevue, WA 98004
Description:
Pre-closing due diligence is a necessary for any transaction and we often forget that the real work begins after the purchase. A seamless, tranquil transition is about the planning for the day after the sale. Many deals ultimately fail because of the things that cannot be checked off a list during due diligence and negotiation such as organizational buy-in, cultural alignment, and technology shifts.
Our event will focus on three areas that every buyer must think about: Cultural change, Organizational change, and Technology compatibility.
We are bringing together buyers who have experienced the challenges of post-closing first-hand. They will share their thoughts about what would they have done differently both in planning and in execution.
Steve Kidd
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August 16th, 2017 - 4 pm to 6 pm
Mixer - Meet, Greet & Reconnect
Nine O Bar and Grill
14632 SE Eastgate Way, Bellevue, WA 98007
Description:
This event is open to the public. Join us for an evening of business networking and learn from members of the Business Transition Advisors. Our organization strives to bring the best in business networking and education to our members.
Mixer - Meet, Greet & Reconnect
Nine O Bar and Grill
14632 SE Eastgate Way, Bellevue, WA 98007
Description:
This event is open to the public. Join us for an evening of business networking and learn from members of the Business Transition Advisors. Our organization strives to bring the best in business networking and education to our members.
June 6, 2017 - 4pm-6pm
Member Mixer - Meet the new board
Beach Café – Woodmark Hotel
(bottom floor bar area)
1270 Carillon Pt, Kirkland, WA 98033
We will be introducing the new board members and networking.
his will be a no host bar event.
Member Mixer - Meet the new board
Beach Café – Woodmark Hotel
(bottom floor bar area)
1270 Carillon Pt, Kirkland, WA 98033
We will be introducing the new board members and networking.
his will be a no host bar event.
April 19, 2017
We’ve Been Hacked: What Happens to the Sale of Our business?
James Murray, Business Technology Consultant
Business Cloud Services, will share his deep knowledge and experience by examining a business sale in process where the owners learned of a serious data security breach from their prospective purchasers during due diligence. Can this be dealt with effectively?
Data security is constantly in the news and reminds us that it must be addressed by every company. This engaging discussion will be accompanied by handouts with best practice recommendations.
January 18, 2017
Letters of Intent – Are They Worth the Paper They’re Written On?
Bill Pearsall
Bob Sailer
Bill Pearsall, a long time successful business broker at Transition 360, and Bob Sailer, an experienced transactions business attorney at Pacific Northwest Law Group, will focus on what works and what doesn’t work in a Letter of Intent, what’s binding and what’s not, and what can and will be used against you from the letter of intent in drafting the definitive agreement for the sale. Handouts and practice tips will be shared from their years of getting transactions to completion.
September 21, 2016
An Introduction to Washington’s Cannabis Industry
David Rheins, Founder MJBA Marijuana Business Association
The Cannabis industry has arrived and is growing at a breakneck pace with businesses being started, bought and sold. David Rheins, Founder, MJBA Marijuana Business Association (Washington) and Evan Marques, Member, Eisenhower Carlson, LLC and Retail Store Owner, provided insight into the industry and its many components; growers, producers, sellers and of course there’s the governmental oversight. They explained the facts versus the rumors, the trends and a view into the future.
July 13, 2017
Solutions for the Owner Who Hangs On Too Long
Rob Moore, ROCG
Closely held company consultant Rob Moore of ROCG and family business expert Steve Brilling of Clark Nuber focused on techniques to help the owner who has been slowing down prior to sale sale, killing the value of the business, waiting too long to sell, lacking a transition plan, or part of a dysfunctional family business.
May 18, 2016
Qualifying the Buyer: Don't Get Trumped!
Bill Pearsall, Co-Founder, Transition 360
Leif Johnson, Managing Director, Exvere
Jesse Tam, Managing Director, Mega Pacific Investments
A panel of three Business Broker/ M&A transaction experts shared best practices and checklist recommendations for pre-qualifying individual and corporate buyers of privately held companies. The presentation included a focus on buyers from China and Southeast Asia.
March 24, 2016
Emergency Succession Planning for Closely Held Businesses
David Lightfoot, Principal
January 20. 2016
Current Trends in Sales of Privately Held Businesses
John O'Dore, Managing Director, Meridian Capital,LLC
Eric Breidenbach, President, Bridgeview Brokers
Part four of a four-part series.
We’ve Been Hacked: What Happens to the Sale of Our business?
James Murray, Business Technology Consultant
Business Cloud Services, will share his deep knowledge and experience by examining a business sale in process where the owners learned of a serious data security breach from their prospective purchasers during due diligence. Can this be dealt with effectively?
Data security is constantly in the news and reminds us that it must be addressed by every company. This engaging discussion will be accompanied by handouts with best practice recommendations.
January 18, 2017
Letters of Intent – Are They Worth the Paper They’re Written On?
Bill Pearsall
Bob Sailer
Bill Pearsall, a long time successful business broker at Transition 360, and Bob Sailer, an experienced transactions business attorney at Pacific Northwest Law Group, will focus on what works and what doesn’t work in a Letter of Intent, what’s binding and what’s not, and what can and will be used against you from the letter of intent in drafting the definitive agreement for the sale. Handouts and practice tips will be shared from their years of getting transactions to completion.
September 21, 2016
An Introduction to Washington’s Cannabis Industry
David Rheins, Founder MJBA Marijuana Business Association
The Cannabis industry has arrived and is growing at a breakneck pace with businesses being started, bought and sold. David Rheins, Founder, MJBA Marijuana Business Association (Washington) and Evan Marques, Member, Eisenhower Carlson, LLC and Retail Store Owner, provided insight into the industry and its many components; growers, producers, sellers and of course there’s the governmental oversight. They explained the facts versus the rumors, the trends and a view into the future.
July 13, 2017
Solutions for the Owner Who Hangs On Too Long
Rob Moore, ROCG
Closely held company consultant Rob Moore of ROCG and family business expert Steve Brilling of Clark Nuber focused on techniques to help the owner who has been slowing down prior to sale sale, killing the value of the business, waiting too long to sell, lacking a transition plan, or part of a dysfunctional family business.
May 18, 2016
Qualifying the Buyer: Don't Get Trumped!
Bill Pearsall, Co-Founder, Transition 360
Leif Johnson, Managing Director, Exvere
Jesse Tam, Managing Director, Mega Pacific Investments
A panel of three Business Broker/ M&A transaction experts shared best practices and checklist recommendations for pre-qualifying individual and corporate buyers of privately held companies. The presentation included a focus on buyers from China and Southeast Asia.
March 24, 2016
Emergency Succession Planning for Closely Held Businesses
David Lightfoot, Principal
January 20. 2016
Current Trends in Sales of Privately Held Businesses
John O'Dore, Managing Director, Meridian Capital,LLC
Eric Breidenbach, President, Bridgeview Brokers
Part four of a four-part series.
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Business Transition Advisor events. |
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