XPX Atlanta - Tax and Financial Planning for Growth and Exit

Best practices, the importance of proper accounting, and tax credits.

Come and gain perspective from experienced CPAs and fractional CFO on the importance of tax and financial planning when preparing a business for a future sale!

Topics for discussion:

• Stock vs Asset Sales – Tax treatments and under what settings are one better than the other
• Cash flow and financial projections – Addressing the lifeblood of the business now and converting that into increased value at sale
• Aspects of hard assets – Real estate holdings and how that plays a part into a business sale and its tax treatment
• Seller financed sales – Tax treatment around this and other considerations to take into account

There’s more than one way to tax plan. Join us at the Buckhead Club on February 13th, 11:00am – 1:00pm to connect with other business exit planning professionals on how we can change the trajectory for business owners achieving a successful exit!

Why Join Us?

• Get insights into what is really happening on the ground and what the experts are preparing for in advising clients.
• Meet and truly engage with a broad range of professionals.
• Identify resources and pathways to help your clients.
• Enjoy a half hour of open networking (11:00 AM – 11:30 AM)
• Gain an appreciation of the power of the XPX Advisor Principles!

Moderator:

Gabrielle Mills
Co-Founder
Sourced

Gabrielle Mills founded Sourced. with a mission to support business owners and executives when scaling their businesses. Sourced. provides full-service back office solutions for accounting, human resources, administrative support, marketing, and talent acquisition.

In addition to being an entrepreneur, Gabrielle is a dedicated motivational speaker empowering other business leaders to guide their organizations through strong core values, authenticity, and fearlessness.

Panelists:

Nick Rider
Partner in the Private Client Services
Mauldin and Jenkins

Nick Rider is a Partner in the Private Client Services practice of Mauldin and Jenkins. He earned his BS in Accounting from LaGrange College and his Masters of Accounting from Kennesaw State University. After graduating college, Nick joined a small firm in Atlanta where he gained experience with small-to-medium family-owned businesses in a variety of industries. He began his career with Mauldin & Jenkins in 2015, and continued with a focus in tax and family-owned businesses.

Don Bollmer
Partner
B2B CFO

Don Bollmer has vast experience assisting organizations gain financing through various avenues and building relationships with external funding sources. He has provided financial and operational assistance with purchase of companies; writing business plans for new services and products; and, guided businesses with strategic planning. He has broad experience with the creation and guidance of 401(k) plans. He has also supervised and assisted internal and external teams tasked with process improvement including accounting/finance, information technology and operations.

Mark Perlberg, CPA, ACD
Entrepreneur
Mark Perlberg CPA, PLLC

Mark Perlberg has a passion for entrepreneurship and helping people navigate the complex world of accounting and taxes to reach their goals. He worked as a real estate agent in New York City before studying accounting in order to provide clients a greater understanding of financial decisions that impact them and their businesses.

Before beginning his tax practice, he performed financial advisory services at GlassRatner Advisory and Capital Group, Risk Advisory for RSM US LLP, and Internal Auditing for Lowe’s Companies, Inc.

AGENDA:

11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program

Registration Fees:  

Atlanta Members (In-Person) $35.00
Non-Member (In-Person) $50.00
Other Chapter XPX Member (In-Person) $40.00

Guests may self-park or valet, either way it is included in the fee.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

Other upcoming events, click on the link below for information and to sign up.

• https://www.exitplanningexchange.com/atlanta/events/