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Sunbelt Seminars Presents: ,[object Object],2350 Herron Road suite 201 Dorval, Quebec H9S1C5
Thank you for attending WELCOME! Thank you for attending our seminar “Maximizing the Value of Your Privately Held Business”. We will share some ideas and experiences that we hope will be beneficial in your understanding of the “Real World” of privately owned businesses and the factors that affect their value. That Sunbelt is the largest business brokerage network in the world with over 300 offices  in 14 countries is not particularly important to this presentation. However the source of this presentation comes from  the experience pool of a large network of professional business brokers.  In this seminar Joseph Harrel will convey awareness of areas that drive the value of a business, methods and factors involved in valuation , confidentiality in the sale or transfer of the business, finance issues , how we help protect all parties throughout the process with a goal to arriving at  a win-win scenario for everyone involved. Joseph J. Harrel CBI Bsc. Admin. Sunbelt West Island 514-694-0554 poste 1 www.SunbeltNetwork.com
Seminar Presenter ,[object Object],[object Object],[object Object],[object Object]
Purpose of this Seminar ,[object Object],[object Object],[object Object],[object Object],[object Object]
Setting the Rules 1. Defining Business Size a. Big Business (football rules), often times publicly traded stock Financials (audited statements – 2 sets of books ) Goal to increase shareholder value by maximizing profits. Management Team b. Medium sized Business (basketball rules) Financials ( review engagements? )  Management Team ?? c. Small Business (baseball rules) Confidentiality Financials ( notice to reader? )  Goal to lower taxes with lower declared profits.
Value Drivers  ….. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Value Drivers  ….. ,[object Object],[object Object],[object Object],[object Object],[object Object]
Availability of Financing is a Critical Factor... ,[object Object],[object Object],[object Object],[object Object],[object Object]
Other Critical Factors ... ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Valuing a Small Business ,[object Object],[object Object],[object Object],[object Object],[object Object]
What is the Purpose ….. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When and Why Evaluate a Business ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What about these numbers… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Market Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Asset Approach ,[object Object],[object Object],[object Object],[object Object]
Income Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Transitions ,[object Object],[object Object],[object Object],[object Object]
Best Buyer is Often the Farthest Away ,[object Object],[object Object]
Critical Steps in the Transition Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Importance of Confidentiality ,[object Object],[object Object],[object Object]
Thank you! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Maximizing value of your Business by Joe Harrel

  • 1.
  • 2. Thank you for attending WELCOME! Thank you for attending our seminar “Maximizing the Value of Your Privately Held Business”. We will share some ideas and experiences that we hope will be beneficial in your understanding of the “Real World” of privately owned businesses and the factors that affect their value. That Sunbelt is the largest business brokerage network in the world with over 300 offices in 14 countries is not particularly important to this presentation. However the source of this presentation comes from the experience pool of a large network of professional business brokers. In this seminar Joseph Harrel will convey awareness of areas that drive the value of a business, methods and factors involved in valuation , confidentiality in the sale or transfer of the business, finance issues , how we help protect all parties throughout the process with a goal to arriving at a win-win scenario for everyone involved. Joseph J. Harrel CBI Bsc. Admin. Sunbelt West Island 514-694-0554 poste 1 www.SunbeltNetwork.com
  • 3.
  • 4.
  • 5. Setting the Rules 1. Defining Business Size a. Big Business (football rules), often times publicly traded stock Financials (audited statements – 2 sets of books ) Goal to increase shareholder value by maximizing profits. Management Team b. Medium sized Business (basketball rules) Financials ( review engagements? ) Management Team ?? c. Small Business (baseball rules) Confidentiality Financials ( notice to reader? ) Goal to lower taxes with lower declared profits.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.