Roman Basi

Selling or Transferring a Company can be a once in a lifetime event and understanding the Value of the Company when transferring it can be a difficult challenge. This Session will focus on how to value a company and how to successfully transfer the company and capture that value while minimizing the tax liability and then the Estate Planning that follows. Roman Basi will teach participants the methods used in valuations, succession planning, estate planning and much more.

Upon completion of this course, the participants will be able to:

• Understand what is needed to Value a Company
• Know the 4 methods used to Value a Company;
• Describe the alternatives for succession planning for the future of their companyor Selling the Company; and;

• Become motivated to create an Estate Plan.

Buying, Selling or even just transferring a business can be a very complex, timely, costly, and just plain old exhausting process. For those that have never been a part of it, or those that have and want to learn more, this program is for you!!!

Attorney, CPA, Real Estate Broker, Title Insurance Agent and MBA, Roman Basi, the President of The Center for Financial, Legal & Tax Planning, Inc. won’t just walk you through the A to Z steps – he is going beyond the traditional alphabet and walking you through so much

more!!!U! nderstanding the first step of valuing/appraising a company, and then preparing the company to go to market, and the next step of engaging with potential buyers or acquirers and negotiating the terms of the transaction are all just the beginning. From there the program will progress to the aspects that cover Due Diligence and tax planning and analysis and preparation of the final documents, closing deliveries, schedules, etc. And then the final piece of the post-closing needs of the company and the potential claims and issues that can pop up after a deal is done.

Roman will walk the attendees through this complex process in an educational, yet entertaining manner, sharing personal real life experiences that he has had with clients, businesses, and even his own companies!!!!

Learning Objectives:

I. Learn how to properly value a company.

II. Learn how to prepare a marketing plan and prospectus for a company.

III. Understand the need for a comprehensive tax and cash flow analysis of the transaction. IV. Be prepared for a Letter of Intent and learn what needs to be covered in them and why. V. Educate yourself on the Due Diligence process and the documents, schedules and

closing items that are needed to have a successful transaction.

VI. If planning for an internal transaction to a key employee, family member, etc., learn all

the different possibilities of how to transfer the business in the best manner.

VII. And finally, understand what happens post-closing and avoid the pitfalls and mistakes

that will be discussed.

Selling or Transferring a Company can be a once in a lifetime event and maximizing the Value of the Company when transferring it can be a difficult challenge. We have a new tax law in place and potential amendments to that law that are impacting the value to companies across the U.S. This Session will focus on how to value a company for its top dollar and how to successfully transfer the company and capture that value while minimizing the tax liability. Roman Basi will teach participants the methods used in valuations, succession planning, and much more.

Upon completion of this course, the participants will be able to:

• Understand the tax law changes and the proposed amendments;
• Know the 4 methods used to maximize the value to a Company;
• Describe the alternatives for succession planning for the future of their company;

and;

• Become motivated to plan an Exit strategy.

Last year we started off with David Bowie’s song of Changes – and this year it’s an oldie from White Snake – “Here I Go Again”. Believe it or not – we are about to get a 2nd proposed tax bill!! Congress and the White House are reviewing the effects of the Tax Cuts and Jobs Act and wanting to make additional changes to the Corporate Tax Rates and the phase out of the Individual Cuts. This Session will focus on examining the tax provisions that might be changing and the impact they will have on Companies across the United States as well as Individuals. Roman will review the Personal tax changes and the Business and Corporate tax changes including changes to flow through entities, non-flow through entities, capital gains, and much more.

Upon completion of this course, the participants will be able to:

• Explain and Describe the changes coming in Phase 2 of the new tax law;
• Discuss the ways tax rate change will affect this country and your business;
• Describe the alternatives regarding entity planning and succession planning forthe future of your company; and
• Become motivated to plan a tax strategy for yourself and your business.

We are living in unprecedented times not only from an economic perspective but from a legislative standpoint.  This session will break down the CARES Act delivering the “must-knows” within the bill.  Roman will provide guidance on an individual and business level on aspects ranging from the Pandemic Unemployment Assistance Program to the Paycheck Protection Program.  Additionally, Roman will provide a strategic approach to various aspects within the legislation and also the economic environment.

Upon completion of this Webinar, the participants will be able to:

• Understand the individual aspects of the CARES Act
• Understand the business aspects of the CARES Act
• Understand the intricacies of the employer/employee relationship
• Employ a strategic plan moving forward