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DTSTART;TZID=America/New_York:20261006T073000
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SUMMARY:The Exit Ramp: Navigate Selling Your Business Like a Pro
DESCRIPTION:At some point\, every business owner will face a critical question: What’s the plan for the future of the business I’ve worked so hard to build? Whether you’re considering a sale\, succession\, or simply exploring your options\, the decisions you make today can have a significant impact on your outcome tomorrow. \nJoin CRI and Wyatt Early Harris Wheeler LLP\, along with CRI M&A Advisors\, Level Four Business Solutions\, and CRI Simple Numbers for a collaborative discussion on how business owners can proactively prepare for a successful transition. This event brings together experienced advisors from across the legal\, financial\, operational\, and transaction landscape to share practical insights on preserving value\, minimizing surprises\, and creating a roadmap for the next chapter. \nThrough real-world perspectives and actionable guidance\, you’ll gain a clearer understanding of how business readiness\, financial performance\, organizational strength\, and personal planning all contribute to a successful exit strategy. \nAttendees of this event can expect to\n\nIdentify the factors that drive business value and attract serious buyers.\nAssess their personal and business readiness by identifying goals\, timing\, and market positioning.\nDevelop a strategy for managing wealth\, leadership continuity\, and long-term legacy considerations.\nStrengthen operations and financial reporting to support future transaction goals.\nNavigate legal\, tax\, and deal-related considerations before entering the market.\n\nWho Should Attend\nBusiness owners with EBITDA of $1 million or more who are considering an ownership transition within the next 3–5 years\, or who simply want to understand what that journey entails. \n\nThis program is provided for informational and educational purposes only. It does not constitute legal\, tax\, accounting\, audit\, valuation\, investment\, or insurance advice and is not a recommendation regarding any particular transaction\, security\, or course of action. Any examples discussed are illustrative only; results depend on individual facts and market conditions\, and no result is guaranteed. \nPresentations are delivered by separate legal entities. CRI Advisors\, LLC and its subsidiaries and affiliates\, including CRI M&A Advisors\, LLC\, CRI Simple Numbers\, and the Level Four companies\, are affiliated under common ownership. Wyatt Early Harris Wheeler LLP is an independent law firm and is not affiliated with them. Each entity is solely responsible for its own services\, statements\, and obligations\, and participation by one entity does not create an engagement\, fiduciary relationship\, or liability with respect to any other. Attendance does not create a client or attorney-client relationship\, and services would be provided only pursuant to a separate written engagement with the applicable entity. \nSecurities offered through Level Four Financial\, LLC\, a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Level Four Advisory Services\, LLC\, an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill or training. For information about Level Four Advisory Services\, LLC\, including its services\, fees\, and conflicts of interest\, refer to its Form ADV Part 2A and Form CRS at adviserinfo.sec.gov. Nothing presented constitutes an offer to sell or the solicitation of an offer to buy any security. \nCarr\, Riggs & Ingram\, L.L.C. (“CRI CPA”)\, CRI Advisors\, LLC (“CRI Advisors”)\, and Capin Crouse\, LLC (“Capin Crouse CPA”) and their respective subsidiaries operate as\, and provide services through\, an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law\, regulations and professional standards. The foregoing entities operate under the brand names “Carr\, Riggs & Ingram” and “CRI.” CRI CPA and Capin Crouse CPA are independently owned\, operated\, and licensed CPA firms that separately provide attest services\, as well as additional ancillary services\, to their clients. CRI Advisors provides tax and business consulting services to its clients. CRI Advisors and its subsidiaries are not licensed CPA firms and do not provide any attest services. Our use of the terms “CRI\,” “we\,” “our\,” “us\,” and terms of similar import\, denote the alternative practice structure conducted by CRI CPA\, Capin Crouse CPA and CRI Advisors\, as appropriate. \nThis program may be photographed or recorded. By attending\, you consent to use of your likeness in CRI and Level Four marketing materials.
URL:https://www.criadv.com/event/the-exit-ramp-navigate-selling-your-business-like-a-pro-greensboro/
LOCATION:CRI Greensboro\, 7025 Albert Pick Rd\, Greensboro\, NC\, 27409\, United States
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DTSTART;TZID=America/Chicago:20261006T140000
DTEND;TZID=America/Chicago:20261006T150000
DTSTAMP:20260901T190819Z
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UID:10000127-1791295200-1791298800@www.criadv.com
SUMMARY:The Rules of Giving: Navigating Charitable Contributions and Compliance
DESCRIPTION:Charitable giving has become more complex\, requiring nonprofit organizations and their advisors to manage evolving federal tax rules governing donor deductions\, gift substantiation\, and charitable acknowledgments. \nJoin us for a look at the requirements for receipting charitable contributions\, donor-advised funds\, qualified charitable distributions\, and the acceptance of cash and noncash gifts\, including the documentation and reporting obligations for various asset types. You’ll gain practical guidance for implementing compliance procedures that reduce organizational risk while helping your donors preserve the deductibility of their charitable contributions. \nLive webinar attendees are eligible for 1.0 hour of CPE credit. \nLearning Objectives\n\nDetermine the federal substantiation and written acknowledgment requirements for charitable contributions and identify the information that must be included in donor receipts to support a charitable deduction.\nDistinguish the tax and compliance rules for donor-advised funds\, qualified charitable distributions\, and common categories of noncash charitable contributions\, including the respective responsibilities of donors and charitable organizations.\nApply federal tax rules to evaluate charitable gift acceptance procedures\, documentation requirements\, and compliance processes for cash and noncash charitable contributions.
URL:https://www.criadv.com/event/the-rules-of-giving-navigating-charitable-contributions-and-compliance/
LOCATION:Virtual
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