Expert Panel

Expert Panel
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Expert Panel Convenes at Janiczek® to Review Best Practices:
Before Liquidity Event
Got Liquidity Event
Liquidity Event

Three times a year, we host a panel of distinguished experts discussing the best practices for preparing for, completing and thriving after a life-changing liquidity event from the sale of a business. The panel, consists of Janiczek® Founder and CEO Joseph J. Janiczek, MSFS, ChFC; famed Exit Planning Author John Brown; transaction attorney from Minor & Brown, Lisa D’Ambrosia, JD; taxation expert CPA from EKS&H, JoAnn Baginski, CPA; business broker and negotiation expert Bob Forbes and Strategic Business Planning Expert Kumar Dandivante.

Video Library of Best Practice Snippets and Short Stories

Selling Your Business: The First Steps – Joseph Janiczek

Selling Your Business: The First Steps - JoAnn Baginski

Selling Your Business: Where is the Market Today? Lisa D’Ambrosia

Selling Your Business: Where is the Market Today? Bob Forbes

Selling Your Business: The Biggest Takeaways - Steve Kopitz

Selling Your Business: Common Mistakes – Joseph Janiczek

Selling Your Business: Your Role in the Transaction – Joseph Janiczek

Download The Denver Business Journal’s Article on Selling Your Business

What are the Current Business Sale Conditions?

“Sellers should conduct due diligence as comprehensively on the buyer as they are doing on you.”

Joanne Baginski, CPA, CM&AA

“Be prepared to take a little less now so that you don’t have to take a lot less later.”

Pål Berg

“Both buyers and sellers are more cautious than ever but both are looking for the right opportunity, and the right advisors help.”

Lisa D’Ambrosia

“Identify the key levers that can increase the value of your business — beyond just EBITDA.”

Bob Forbes

“Sale exit planning is key. Sellers need to think about their potential sale earlier than ever.”

John Brown

“First, most mistakes have to do with not having the right specialists involved. Second, to not devoting adequate time to the planning and preparing part.”

Joseph Janiczek

“From the seller’s side, you have to guide the buyers. Valuable lesson: asking the buyers how you are going to go about the transition? Tell the whole office? Hold a breakfast meeting? Telecom? Etc. We worry about that stuff even when representing the sellers.”

Lisa D’Ambrosia

“It’s all about being a depletion-resistant wealth steward and penalty-resistant investor. We guide business owners from 5-years before the life-changing liquidity event to continually after receiving the windfall.”

Joseph Janiczek

“What I do see out there in oil and gas right now – for example – is lots of people who want to sell or tried to sell, but the buyers [in this sector] have disappeared. I include myself in this group. I am looking at other sectors at the moment. It has been an interesting journey.”

Pål Berg

Are You Interested in Confidentially Preparing for a Business Sale?

We can greatly help you before, at and continually after the life-changing liquidity event. Call us at 303-721-7000 to begin the conversation. Ask for Cathy Wegner, Director of New Client Engagements and she will arrange for you to speak with or meet with one of our advisors.

*Ranked/Named among Top, Best and Most Exclusive Advisors sources: Barron's March 2016, 2015, 2014; Advisory HQ March 2016; Financial Times June 2015; Five Star Professional November 2015, 2013, 2012,2011, 2010, 2009; Mutual Funds Magazine January 2001; NABCAP September 2010, 2011, 2013; Worth Magazine July 2002, January 2004, October 2004, October 2008; Wealth & Finance International, October 2014. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Janiczek Wealth Management), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Janiczek Wealth Management To the extent that a viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Janiczek Wealth Management is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. If you are a Janiczek Wealth Management client, please remember to contact Janiczek Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Janiczek Wealth Management current written disclosure statement discussing our advisory services and fees is available upon request.

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