Selling a Closely Held Business

January 17, 2019
11:30 AM - 1:00 PM
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Federal Reserve Bank, 524 Liberty Parkway
524 Liberty Parkway
Birmingham, AL 35242
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The Exit Planning Institute estimates that 4.5 million businesses (with more than $10 trillion in value) will change hands over the next decade or so. For owners of privately-held, owner-managed or family-owned companies who anticipate a transition of some kind, this heightens the need for a sound business succession plan—and to understand how a transition may impact their own financial circumstances. In this presentation, David Kinman will address the core issues related to business succession planning—from the key considerations to buying or selling a business to tax considerations and common issues that arise after transactions are consummated.

David R. Kinman is an attorney with Butler Snow LLP and resident in the firm’s Birmingham office.  David is a member of Butler Snow’s finance and real estate group and business services group. David regularly counsels business owners, investor groups, lenders and developers with respect to multiples types of transactions.  He focuses his practice on financial services, business and commercial transactions, real estate law, commercial lending and mergers and acquisitions. Kinman has been recognized by Best Lawyers® for Commercial Finance Law, by Chambers USA for banking and finance and is AV-Preeminent rated by Martindale-Hubbell®.  Kinman is a member of the Alabama State Bar, the Birmingham Bar Association and the American Bar Association. He received his bachelor’s degree from Presbyterian College and his Juris Doctor from the University of North Carolina.
1 hour CFP CE approved

Unless otherwise specified, all meetings are on the 3rd Thursday

Time: 11:30 AM – 1:00 PM
Location: Federal Reserve Bank, 524 Liberty Parkway
Directions and parking information here

Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation. Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy lunch and the speaker.

Registration: $15 members, (see below for Guest Policy)
$120   2018 Season Ticket, covers all regular chapter meetings

RSVP: by the Friday before the meeting.
Season Ticket holders must RSVP by email to fpaofnorthalabama@gmail.com.

This is a two-step process. Both registration & payment must be received.

The Federal Reserve is a secure facility. The doors will be opened 11:30 – 11:45.
FPA is committed to pay for each reservation made. If you cannot keep your reservation, notify Pat by Friday before the meeting. No shows who fail to cancel will be billed $20.

To pay by mail: Please make checks payable to FPA of North Alabama and mail to:

FPA of North Alabama
PO Box 26607
Birmingham, AL 35260-0607

FPA Guest Policy
Effective 1-1-2014

In an effort to boost membership, we have removed the financial incentive to be a continual guest at chapter meetings. All first-time guests may attend chapter meetings at no charge. A guest’s second and all further meetings require a $50 charge. As an incentive to join, members receive great discounts for chapter meetings, our membership outing, and the Symposium, plus access to free CE in the Journal of Financial Planning. Between the networking, the continuing education, and the advocacy of our profession, we believe that the cost of membership is far exceeded by the value.

Tickets

$15.00 Monthly Chapter Meeting Member Ticket

$0.00 Monthly Chapter Meeting First-Time Guest Ticket

$50.00 Monthly Chapter Meeting Returning Guest Ticket

$120.00 Season Ticket Pass