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Financial Planning Workshop

Financial Planning Workshop
. Please Note --> This is a Past Event!! .

Date: 1/18/2012
Time: 6:00 PM TO 9:00 PM

Simpkins Swim Center
979 17th Ave
Santa Cruz, CA 95062


Phone:
(831) 621-3735


Event Description:

Buying & Selling a Small Business in Santa Cruz County

This workshop will show you two sides of the same coin...buying or selling a small business in Santa Cruz County.

For the Seller, the workshop will show you how to prepare to sell your business once you have said to yourself, "I think I will sell my business".  Sellers will learn:
 • When to Begin the Process,
 • What Are the Things To Do
 • What are Your Objectives
 • Develop An Idea For Your Business Value
 • Preparing For The Sale

For the Buyer, the workshop will provide you the first steps to take when buying a small business. In addition to the seller's preparation, the potential buyer will learn :
 • How to Evaluate Yourself (SimpleSTEPS Workshop #1 Start-up Basics)
 • Investigation and Criteria to Find The Right Company to Buy
 • Selecting an Acquisition Team
 • Researching the Market (SimpleSTEPS Workshop #2 Developing Your Business Idea)  
 • How to Assess Your Funding Sources

For both sellers and buyers the workshop offers:
 • How to Assess the Value of The Business (Learning the Financial Definitions Used)
 • An exercise in Business Valuation
 • How to Read the Main Financial Statements in Your Quest.
 • The Importance of Cash Flow
 • Comparison of Market Values of Businesses in Our Area.
 • Franchise Rules of Thumb
 • Tax Treatment, Buy-Sell Agreements, Contingencies and Due Diligence 

The workshop presenter is Rex Walters, a senior broker at Coast Business Brokerage of Santa Cruz. He has started and operated several small businesses in the Santa Cruz area. 

Fees are $35 per individual workshop. Registration is required, either online or by phone (831-621-3735).

 




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For general inquiries email us at:  administration@santacruzchamber.org



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Santa Cruz Area Chamber of Commerce
Mailing Address: 7960 Soquel Drive, Suite B112, Aptos CA 95003
Phone: (831) 457-3713

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