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Annual Meeting and Educational Opportunity - 06-16-2022
Thursday, June 16, 2022, 8:30 AM - 5:00 PM PDT
Category: Events
WAATP Annual Meeting, New Board of Directors Announcement and Awards
Selling Your Tax and Accounting Practice for Top Dollar: Preparing, Planning, and Implementing a Profitable Exit Strategy
Date: June 16th, 2022 Time: 8:30 am - 11:30 am
Location: Icicle Village Resort, 505 US-2, Leavenworth, WA 98826, as well as Live Streamed
Room Block: $189
Speaker: Justin D. Farmer, Esq., CBI, Private Practice Transactions, Inc.
Bio: Justin D. Farmer is a lawyer, licensed real estate broker, and entrepreneur. As a lawyer, Justin has served as an Assistant Attorney General, private practitioner, and legal recruiter. He first attended the University of Washington where he received a Bachelor of Science having studied Marketing, Entrepreneurship, and Finance. Justin formed the model that would later become Private Practice Transitions, Inc. in 2012 after having gone through the arduous task of vetting a private practice that he intended to purchase. Justin has combined his passion for business, entrepreneurial spirit, and business experience to form Private Practice Transitions. In 2018, Justin earned his Certified Business Intermediary (CBI) designation from the International Business Brokers Association (IBBA). The CBI is a prestigious designation exclusive to the IBBA that identifies an experienced and dedicated business broker. It is awarded to intermediaries who have proven professional excellence through verified education as well as exemplary commitment to our industry.
Course Description: You worked hard and invested years to build a successful private practice. Why walk away from this investment without first testing the market? For the owners of privately held businesses, planning for a strategic exit is often a daunting task. Questions arise such as:
These are all common questions that, without knowledge of the market, how a privately held business can be transferred, and the steps needed to prepare, and take, your business to market, are often difficult to overcome.
Now is the time to learn about what it will take to prepare you to take your business to market and, in doing so, maximize your return. This course will cover a high-level overview of the various steps you should take to prepare, both in the long-term and short term, for a profitable sale of your business, valuation techniques that can help guide your decisions moving forward, and several key structural considerations to consider when entering into a deal with a prospective buyer.
Key topics covered:
Agenda:
Price : Members: FREE Non Members: $75
Annual Meeting Date: June 16th, 2022 Time: 1:00 pm - 5:00 pm Location: Icicle Village Resort, 505 US-2, Leavenworth, WA 98826 Room Block: $189
Annual Meeting Schedule:
1:00 - 1:15 pm Welcome, Pledge of Allegiance, Roll Call, Rules of Meeting 1:15 - 1:30 pm Approval of 2021 Annual Meeting Minutes, Review of Closing June 30, 2021 FYE Financial Statements 1:30 - 1:50 pm Jennifer Sciba, Deputy Director State Board of Accountancy 1:50 - 1:55 pm Short break to reset speakers 1:55 - 2:40 pm Michael J Mudroncik, Stakeholder Liaison, IRS 2:40 - 2:50 pm Short break to reset speakers 2:50 - 3:10 pm Gary Smith, Legislative Update 3:10 - 3:15 pm DOOR PRIZE for Virtual and In Person Member 3:15 - 4:15 pm Presentation of proposed Bylaw amendments and membership vote 4:15 - 4:30 pm Presidents Award and Election Results 4:30 - 4:50 pm Installation of New Officers 4:50 - 5:00 pm Message from President, Lauren Vignec
We will also announce the 2022-2023 Board of Directors and will hold our annual awards presentation and networking get together immediately following the Annual Meeting.
Contact: WAATP Office - [email protected] - 509-993-2307 |