Present
COMPREHENSIVE 4-PART WEBINAR SERIES
THE BUSINESS OWNER’S PLAYBOOK
THIS EXCLUSIVE SERIES, LED BY INDUSTRY PROFESSIONALS
Madrona Financial & CPAs is proud to partner with Chinook Capital Advisors to present a comprehensive 4-part webinar series:
The Business Owner’s Playbook. This exclusive series, led by industry professionals Brian Evans, CPA/PFS, and John O’Dore will guide you through the critical aspects of buying or selling your business.
Brian Evans
Brian Evans, CPA/PFS is the owner of Madrona Financial Services and Bauer Evans CPAs, a well-known registered investment advisory practice and an accounting firm based out of Seattle, Washington. He serves as their Chief Executive Officer, lead Wealth Planner and Senior Portfolio Manager. Evans also hosts a weekly radio show and podcast, Growing Your Wealth, in Washington on KTTH, KIRO, KNWN and KVI, and on KNRS in Utah.
He is also a nationally published author, has been a regular guest on New Day Northwest, CNBC and Fox television and has been honored to ring the bell on NYSE.
John O’Dore
John has been a trusted advisor working with business owners and shareholders of privately held businesses for more than 30 years with leading investment banking firms such as Seattle based Meridian Capital and global investment banking firms including Credit Suisse, Merrill Lynch and Bank of America. He has developed a successful track record by helping owners work through complex business transitions, recapitalizations, and company sale transactions. John has closed more than 100 company sale, recapitalization, financing and M&A transactions across multiple industries ranging from consumer products & e-commerce, manufacturing, distribution, aerospace, business services, technology and more.
John lived and worked in Asia for more than 20 years, including in China, Hong Kong, Taiwan and Singapore. During his time abroad he picked up two Chinese dialects as well as global insights which enable him to bring both a local and global perspective to transactions and business situations. In 2010, John returned to his native Seattle and continued his work in investment banking with Meridian Capital. In 2017 he co-founded Chinook Capital Advisors with Ed Kirk. John is also an active member of Vistage International and Alliance of International Corporate Advisors (AICA).
FEATURING: Brian Evans, CPA/PFS, and Co-Founder of Chinook Capital Advisors, John O’Dore.
How to Prepare a Business to Maximize Sales Price
June 11, 2024 12pm – 12:45pm PST
What to Expect:
In this opening session, you’ll learn the essential steps to prepare your business for sale. Brian Evans and John O’Dore will share expert advice on how to enhance your business’s appeal to potential buyers and position it for a premium sales price.
Key Takeaways:
Comprehensive preparation checklist for selling a business
Strategies to boost business value before selling
Identifying and mitigating potential deal-breakers
Enhancing financial performance and operational efficiency
Importance of professional presentation and documentation
Steps in the Sales Process - Best Practices
June 13, 2024 12pm – 12:45pm PST
What to Expect:
Join us for an in-depth look at the sales process from start to finish. This webinar will cover the best practices to follow at each stage, from initial planning to closing the deal. Learn from real-world examples and gain practical insights to navigate the complexities of selling a business.
Key Takeaways:
Detailed overview of the sales process timeline
Best practices for managing negotiations and due diligence
Understanding the role of advisors and legal considerations
Tips for effective communication with potential buyers
Finalizing the deal and post-sale transition planning
How to Value your Business and Evaluate Buyer Qualifications
June 18, 2024 12pm – 12:45pm PST
What to Expect:
Determining the true value of your business is critical to achieving a successful sale. This session will guide you through valuation methods and criteria for assessing buyer qualifications. Learn how to present your business’s worth convincingly and ensure you find the right buyer.
Key Takeaways:
Key valuation methods and metrics
Factors that influence business valuation
How to prepare a compelling valuation report
Criteria for evaluating potential buyers
Ensuring buyer qualifications align with your business goals
Tax Planning and Re-investment Opportunities from the Sale of a Business
June 20, 2024 12pm – 12:45pm PST
What to Expect:
In the final webinar, explore the tax implications of selling your business and discover re-investment opportunities to maximize your post-sale wealth. Brian Evans and John O’Dore will provide strategies to minimize tax liabilities and smart ways to reinvest your proceeds for long-term financial growth.
Key Takeaways:
Understanding capital gains taxes and other tax considerations
Strategies to minimize tax liabilities from the sale
Re-investment options to grow your wealth post-sale
Tax-advantaged investment vehicles and opportunities
Long-term financial planning and wealth management tips
“Rooted In The 7 Areas That Sustain Wealth”
Everett Corporate Office
2911 Bond St Suite 200
Everett, WA 98201
Phone: 1 (844) MADRONA
Mountlake Terrace Office
6100 219th St SW, Suite 480
Mountlake Terrace, WA 98043
Phone: 1 (844) MADRONA
Park City Office
4554 N. Forestdale Dr. Unit 28
Park City, Utah 84098
Phone: 1 (844) MADRONA
Tacoma Office
1201 Pacific Avenue Suite 600
Tacoma, WA 98402
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Kirkland Office
3833 Lake Washington Blvd NE, Suite 350
Kirkland, WA 98033
Phone: 1 (844) MADRONA
Cottonwood Heights Office
2825 E Cottonwood Pkwy Suite 500
Cottonwood Heights, UT 84121
Phone: 1 (844) MADRONA