Upcoming Events
|
Sign up at the top of this page to receive updates about our events.
Save the Date: Future EventsMay 23rd, 2019
Bear-Proofing in a Bull Market We are in an economic expansion that started in 2009. The “Great Recession” (December of 2007 to June of 2009) caught many business owners and transition experts by surprise. In June 2019, we will match the longest US economic expansion since World War II. Bear-Proofing your business makes sense during a long bull market. All business leaders understand that good markets don't last forever. The savvy leader bear-proofs a business before the economic change. Join us for an industry discussion, preparing your company and your clients for the next bear market. This time our panel will be experts on what it takes, in our industry, to navigate from Bull to Bear market and back again. Panelists: Michelle Bomberger – CEO & Managing Attorney at Equinox Business Law Group After founding Equinox Business Law group, in 2005, Michelle and her team provide business transition counsel and provide a legal counter balance as the business continues to grow. A quick list of experience includes:
To learn more about Michelle, check out her Website David Dandel - Founding Partner at Pike Street Capital a Seattle Private Equity firm. David brings over 20 years’ experience in the M&A industry. A quick list of experience includes:
To learn more about Dave, check out his Website John Martinka – The Escape Artist With over 20 Plus years of experience in this industry, he is the author of:
Moderator: Thomas Jones - Senior Tax Association Sweeney Conrad Thomas provides strategic tax and accounting solutions. He works with growth-focused small to mid-size businesses, and businesses going through transition. Serving clients in real estate, construction, healthcare, and technology. Thomas also has extensive experience in tax planning, advising early stage businesses, hedge funds, and digital currency ventures. Breakfast Sponsor: We are proud to announce Sweeney Conrad will be providing our breakfast for this event. Sweeney Conrad is a Bellevue certified public accounting (CPA) firm focused on providing audit, assurance, tax and client accounting services to individual and privately held companies operating in a variety of industries. They provide solutions to complex problems and give their clients a piece of mind by becoming a dedicated partner and trusted advisor. Location: Mercer Island Community & Event Center 8236 SE 24th St Mercer Island, WA 98034 |
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. |
|
|
Professional Meetings
|
Past Events
January 30th, 2019 - 7:45AM
The Annual Membership Meeting
------
Mercer Island Community & Event Center
8236 SE 24th St
Mercer Island, WA 98034
The Annual Membership Meeting
------
Mercer Island Community & Event Center
8236 SE 24th St
Mercer Island, WA 98034
October 17, 2018 - 7:30 AM
Deal Killers – Strategies to Avoid Them
Location:
Clark Nuber
10900 NE 4th St, Suite 1400
Bellevue, WA 98004
Speakers:
John Amato
- Managing Director at Cascadia Capital
Michael Murawski
- Sr. Director of Finance at Double Down Interactive
Boyce Goff
- President at GDC Financial Solutions
All of our panelist are familiar with what can go wrong in the last 24 hours of a business deal.
Our Emcee:
Dan Stone
- Principal at Transition 360
About the event:
Six months ago, the sales process started. Today, you woke up realizing that by tomorrow morning, your business will change hands. It’s the end of an era and the start of a new one. The new owner will soon take over, ready to take on the world.
Little did you know that even in the last 24 hours before the signing, something could bring everything to a halt. If the business does change hands in the next 24 hours, it will be because you addressed these issues weeks, months or even years ago.
Come join us to learn about the problems that could kill your business sale in the last 24 hours from buyers, sellers and transition professionals.
Remember, the last event sold out early.
Deal Killers – Strategies to Avoid Them
Location:
Clark Nuber
10900 NE 4th St, Suite 1400
Bellevue, WA 98004
Speakers:
John Amato
- Managing Director at Cascadia Capital
Michael Murawski
- Sr. Director of Finance at Double Down Interactive
Boyce Goff
- President at GDC Financial Solutions
All of our panelist are familiar with what can go wrong in the last 24 hours of a business deal.
Our Emcee:
Dan Stone
- Principal at Transition 360
About the event:
Six months ago, the sales process started. Today, you woke up realizing that by tomorrow morning, your business will change hands. It’s the end of an era and the start of a new one. The new owner will soon take over, ready to take on the world.
Little did you know that even in the last 24 hours before the signing, something could bring everything to a halt. If the business does change hands in the next 24 hours, it will be because you addressed these issues weeks, months or even years ago.
Come join us to learn about the problems that could kill your business sale in the last 24 hours from buyers, sellers and transition professionals.
Remember, the last event sold out early.
|
Managing Director at Cascadia Capital
John Amato is a Managing Director at Cascadia Capital and together with Michael Butler and Felix Herlihy leads the firm’s Private Capital practice. Prior to joining Cascadia, Amato was Chief Investment Officer of Istithmar— an investment arm of the Government of Dubai. Previously he was a Managing Director of IFIL USA – the US investment vehicle for the Agnelli Family of Italy. Prior to IFIL, Amato was Head of Financial Sponsors M&A for Banc of America Securities. Previously he spent 10 years with Lehman Brothers in New York and London where he worked in the M&A and Merchant Banking Groups. Amato began his professional career with Arthur Andersen & Co. in San Francisco. He previously served on the boards of EMPG – the parent of Houghton Mifflin Harcourt, Education and Media Publishing Group International (EMPGI), Gulf African Bank, Inchcape Shipping Services, Insure Direct and Pension Corporation. Amato holds an MBA from the Tuck School of Business at Dartmouth College where he was a Tuck Scholar. He completed an accounting concentration at the University of Washington Graduate School of Business. Amato holds a BSC cum laude in Finance and Economics from Santa Clara University where he was elected to Beta Gamma Sigma. He is a Certified Public Accountant (Inactive). |
|
Sr. Director of Finance at Double Down Interactive
Michael Murawski, Sr. Director of Finance at DoubleDown Interactive, has over 20 years of experience in a variety of industries and corporate environments. In his current role, Mike is responsible for the full spectrum of finance and accounting functions (accounting/controllership, consolidations, cash management, tax, forecasting/planning, banking and insurance relationships) after leading the transition of DoubleDown post-sale to an independent entity, which included ERP selection and implementation, governance and policy formation, logistical and operational transition, as well as creating and implementing financial and operational processes to provide insight for business partners to guide short and long-term strategic decision making. Mike came to DoubleDown from Xome (an early stage digital real estate platform), where he was CFO of the Retail division. Prior to that, he was the Sr. Director of Financial Planning for Edifecs, a provider of applications and platforms that facilitate the exchange of information among health plans, hospitals, pharmacy benefit managers and other healthcare organizations. Mike served as the Director of FP&A at Univar, one of the largest chemical distributors in the world. Before Univar, half of his career was spent at Microsoft (current Intelligent Cloud segment) and GE (Appliances & Lighting), in various centralized and operational finance roles. Mike holds a B.S. in Finance from Butler University and an MBA (MIBS) from the University of South Carolina. |
|
President at GDC Financial Solutions
As president of GDC Financial Solutions, Inc. Boyce has been assisting individuals and companies to minimize personal and business taxes through timely, efficient and reasonable tax strategies. Boyce uses financial, tax and retirement concepts to coordinate various estate planning options to preserve accumulated assets before and after retirement. Boyce is a certified public accountant (CPA), a licensed life and disability insurance advisor, and a investment advisor (IA). Boyce began my career as an IRS Field Agent. Receiving my California CPA license in 1978, he expanded my experience and became the controller of a 15,000 acre farm management company and a $30 million condominium construction company. In 1980, he opened my accounting practice in Bellevue, Washington growing it to be the 9th largest CPA firm on Seattle’s Eastside, comprised of 16 CPA/accountants with over 1,000 client files. In June 2003, after 23 years, Boyce sold my majority interest in the firm so that he could pursue my interest in the High Income High Net Worth financial and tax planning business at GDC Financial Solutions, Inc. Since 2003 Boyce has grown GDC Financial Solutions, Inc to sixteen team members and 1250 tax and financial clients. 2012 Alan Dance, John Miller and GDC formed GDM Private Financial Solutions (Goff Dance Miller LLC). 2015 I acquired Roxey Wilson, CPA's practice. 2017 Boyce purchased Arthur O Beck, CPA's practice. |
|
Principal at Transition 360
Dan brings over 30 years experience as a senior operations executive, business consultant and entrepreneur to our clients. Prior to joining Transition 360, Dan spent 12 years as the Principal of Stone Resource Group, a management consulting firm focused on turnaround management, leadership development and ownership transition strategies. Dan has a Bachelors of Science degree – Business Administration from City University. Dan and his wife of over 30 years have two grown daughters and live in Mukilteo. |
Wednesday, May 23, 2018 - 4:00 pm to 6:00 pm
Mixer - Meet and Greet
------
W Hotel Bellevue
Living Room Bar
10455 NE 5th Place
Bellevue, WA 98004
Mixer - Meet and Greet
------
W Hotel Bellevue
Living Room Bar
10455 NE 5th Place
Bellevue, WA 98004
May 23, 2018 - 7:30 AM to 9:00 AM
Mixer - Meet and Greet
Wednesday, May 23, 2018
4:00 pm to 6:00 pm
------
W Hotel Bellevue
Living Room Bar
10455 NE 5th Place
Bellevue, WA 98004
Mixer - Meet and Greet
Wednesday, May 23, 2018
4:00 pm to 6:00 pm
------
W Hotel Bellevue
Living Room Bar
10455 NE 5th Place
Bellevue, WA 98004
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.
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:
|
Senior Tax Associate - Sweeney Conrad CPA’s
Thomas provides strategic tax and accounting solutions for growth focused small to mid-size businesses and closely held businesses going through transition. He serves clients in real estate, construction, healthcare, and technology. Thomas also has extensive experience in tax planning and advising early stage businesses, hedge funds, and digital currency ventures. |
|
Attorney - Carney Badley Spellman, P.S.
Susan has extensive experience in mergers & acquisitions on both the buy-side and sell-side. She has represented private equity firms in acquiring and selling portfolio companies and has represented businesses in software, medical device, telecommunications, retail, food and beverage, manufacturing and other industries. Susan counsels business owners through the sale process, weighing the practical risks and benefits of key legal points. She strives to be both an effective and diplomatic negotiator, protecting her clients’ interests while understanding that often the parties will need to maintain an ongoing constructive working relationship. After law school, Susan earned an advanced degree in tax law. She adds value by advising businesses on the tax issues inherent in transaction structuring. |
|
Wealth Advisor, Fulcrum Wealth Advisors, LLC
Before joining Fulcrum Wealth Advisers, Jack spent thirty-one years at Russell Investment Company. Over that time, he had a broad range of experiences, including, Director of Bank Development, teaching portfolio construction and asset allocation to financial professionals. He has helped over a thousand financial professionals become better stewards of their clients’ financial well-being. Jack specializes in helping business sellers design a capital gains tax plan. One program can push the Capital gains off for 30 years. |
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
|
|
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.
GET EVENT NOTIFICATIONSSign up here to get the latest updates about
Business Transition Advisor events. |
|
