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But I Thought my Business Was Worth So Much More.

February 22, 2010 by angishields

Sunset Family Business Radio
Sunset Family Business Radio
But I Thought my Business Was Worth So Much More.
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Sara BurdenWhen do you start to prepare to sell your family business?  Well—our guest will give you the specifics—but I know the answer will surprise you.

You give it your all—-blood, sweat, tears and what sometimes seems like 26 hours a day!  You have great revenues—but have you created great value?  If so, you reap the rewards in multiples that you have dreamed of—but if you haven’t had a road map for creating sustainable value—and if the family isn’t aligned with the road map—you will all sail off into the sunset in a much smaller vessel.

Our guest on Thursday, February 25, 2010 will give you that road map so that you and your family can build a business, build wealth, a legacy—and when the time is right—you will know how to successfully sell your business and embark on your next great voyage.

We will be welcoming Sara Burden, Vice President for Walden Business, Inc. where she assists corporations and individuals in the sales, acquisition and mergers of light manufacturing, distribution, and service companies with valuations up to$100 million.

While Sara specializes in owner representation, she has also handled unique buyer representation in the national marketplace.   She came to her current role after ten-plus years in Corporate America and brings the important perspective of an entrepreneur as well, having built a very successful permanent staffing service placing high-end administrative support personnel.  During her entrepreneurial years, Sara acquired a temporary service, giving her unique first-hand experience that her clients benefit from as well.

Sara is a distinguished professional.  She is one of less than 100 individuals in the United States to have earned the M&AMI (Mergers & Acquisitions Master Intermediary) designation through M&A Source.  She also holds the Certified Business Intermediary (CBI) designation through the International Business Brokers Association.

We are pleased to have someone with Sara’s first-hand experience, outstanding credentials and successful track record as our guest.  You won’t want to miss this informative discussion.

Sara Burden, Vice President, Walden Business, Inc. www.waldenbus.com 678-277-9951

Tagged With: Family Business

Your Family Business and Your CPA – How to Leverage this Key Advisor

February 17, 2010 by angishields

Sunset Family Business Radio
Sunset Family Business Radio
Your Family Business and Your CPA - How to Leverage this Key Advisor
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John Dillard of His CPA, PCJoin us and our guest, John Dillard, CPA on Thursday, February 18, 2010
 

It’s tax season—and your CPA is probably busy preparing your taxes.  But when you know how to work most effectively with your accountant, you can transform that relationship from a tactical one to a highly strategic one that guides you throughout the year to support your pursuit of growth and maximize profits while minimizing taxes.

How do you create a relationship with your CPA that includes both top and bottom line strategies?

With the help of our guest, John Dillard, CPA and President of His CPA, P.C., we will discuss how to build a strong relationship with your CPA that not only includes the basics of tax strategies and driving profits, but ultimately creates a unique strategic partnership that matches the needs of your unique family-owned business.

For more than 30 years John has served as a trusted advisor to business owners. Under his professional and knowledgeable guidance, John has helped businesses grow and prosper while creating value for the family-business owners.

While graduating Magna Cum Laude in 1979 from Georgia State University with a BBA in Accounting he was named to two honor societies, he also received the Upcoming Junior Award and passing most of the CPA exam in school. His work career began with the international CPA firm Touche Ross & Co. for whom he worked in the audit department. For ten years thereafter, he worked as an accountant with several firms while climbing up the corporate ladder. Since then he has worked on his own as a CPA for business owners.

John Dillard lives with his wife and his family in Duluth, Georgia, where they are members of Sugarloaf United Methodist Church. They have two children who are eighteen and fifteen years old. John is a native of Atlanta and has practiced as a CPA for thirty years and his firm tailors their services to the needs of business clients.  John is also a prolific writer of Christian fiction.

John Dillard, CPA of His CPA, PC can be reached at www.HisCPA.com – 770-814-9304

  

Tagged With: Family Business, financial strategy, trusted advisor

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