Webinars & Workshops
2021 Webinar Series
Join us on the third Thursday of each month for a one-hour webinar featuring local business leaders, market updates, and more.
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How Do You Cope with the Stress of Being a Business Owner?
May 20, 2021 | 12:00 pm – 12:30 pm
Today more than ever before business owners are under tremendous pressure and it is taking a toll on more than just their bottom line! Unprecedented times require unprecedented measures. It is time to take your mental, emotional and physical health seriously and to set an example for those you lead.
Robin Brun, Certified Professional Life Coach will share tips and strategies for Business Owners to address their mental health needs and the needs of their employees. She will provide practical action steps you can take and will share examples of how some organizations are using these actions as a recruiting and retention strategy.
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Three-Part Webinar Series: Preparing for Retirement and the Sale of Your Business
Join Sunbelt Business Advisors of Southwest Ohio, Buckingham Advisors, and Taft Law as we create a complete picture for business owners preparing for retirement and the sale of their business.
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Preparing Your Business & Why It’s Important
May 18, 2021 | 12:00 pm – 12:30 pm
- Current Market Conditions
- Steps in Getting Your Business Ready for Sale
- Understanding What You Need to Retire
- Pre-Sale Due Diligence
- Cleaning Up Your Books
- Importance of Valuations & Appraisals
- Tax Implications for Different Allocations of Assets
- Updating Documents
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The Sales Process: Steps in the Transaction
May 25, 2021 | 12:00 pm – 12:30 pm
- Steps in the Transaction
- Receiving an Offer
- Financial Due Diligence
- Legal Documents: Purchase Agreement, Non-Compete, etc.
- Communication Between the Seller and the Buyer
- Working with the Banks
- Managing Emotions
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We Closed. Now What?
June 1, 2021 | 12:00 pm – 12:30 pm
- Successful Sale of Your Business
- Post-Close Details
- Training and Transition
- Employee Introductions
- Legal Issues
- How to Invest Funds
- Taxes
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Sunbelt Business Advisors routinely offers Workshops and Webinars on these topics:
- Being Buyer Ready
- It’s a Seller’s Market
- Understanding Valuations
- Taking the First Step
- Baby Boomers are Driving the “Perfect Storm”
- Financing Options
If there is a topic you would like covered, please contact us.