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SUMMARY:The Exit Ramp - Navigating the Sale of your Business
DESCRIPTION:Are you considering the next chapter in your business journey? Whether you’re just beginning to think about your exit strategy or you’re ready to take concrete steps\, this comprehensive roundtable will walk you through every phase of a successful business transition. \nThis year\, our panel brings together an expanded team of specialists from across the CRI Family of Companies\, including CRI’s Capital Markets and Transaction Advisory teams\, CRI M&A Advisors\, CRI Simple Numbers\, Level Four Group\, and The Preferred Legacy National Trust Bank. Together\, they’ll cover the full spectrum of exit planning\, from understanding your company’s true market value and optimizing your financials to structuring the deal\, managing tax implications\, protecting your wealth\, and planning the life you want after the sale. \nLearning Objectives \n\nKnow What Your Business Is Worth: Learn how market assessments\, quality of earnings reviews\, and business valuations shape buyer perception and deal pricing.\nGet Your Financials Sale-Ready: Discover how to clean up your books\, improve profitability metrics\, and present financials that withstand buyer due diligence.\nProtect What You’ve Built: Explore estate planning\, buy-sell agreements\, asset protection\, and employee retention strategies to safeguard your interests before and during a sale.\nStructure a Smarter Deal: Understand the tax implications of different deal structures and what to expect from purchase price adjustments\, working capital negotiations\, and closing mechanisms.\nNavigate the Transition: Know what to expect during the handoff period and how to set your business up for continued success under new ownership.\nPlan for Life After the Sale: Map out your next chapter with guidance on wealth management\, investment strategy\, trust planning\, and defining your personal legacy.
URL:https://www.criadv.com/event/the-exit-ramp-navigating-the-sale-of-your-business/
LOCATION:Virtual
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DTSTART;TZID=America/Chicago:20260519T140000
DTEND;TZID=America/Chicago:20260519T160000
DTSTAMP:20260405T082646
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LAST-MODIFIED:20260401T204804Z
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SUMMARY:GASB Reporting Entity Standards: Component Units and Fiduciary Activities
DESCRIPTION:GASB’s standards for the financial reporting entity are among the most complex areas in governmental accounting\, and even experienced accountants and auditors can find themselves second-guessing the right approach. Which legally separate organizations belong in your government’s financial statements? How should they be incorporated? And what exactly qualifies as a fiduciary activity? \nJoin CRI’s government and public sector accounting team for this webinar that aims to simplify the complexity by explaining the fundamentals of GASB’s reporting entity standards\, providing you with a practical framework for identifying component units and fiduciary activities with more confidence. During the live session\, they’ll also share real-life examples of how governments have managed both common and unusual situations under these rules. \nWho Should Attend\nThis session is designed for governmental accountants\, auditors\, and finance professionals who prepare or review government financial statements and want a stronger command of GASB’s reporting entity requirements. \nLearning Objectives\nAfter completing this webinar\, participants will be able to: \n\nIdentify the relevant provisions of the GASB standards for the financial reporting entity\nApply the standards to identify a government’s component units\nIncorporate component units into a government’s financial statements\nClassify trustee and custodial activities that should be reported as fiduciary activities\n\nCPE Information\n\nParticipants will earn 2.0 CPE credits.\nField of Study: Accounting – (Governmental)\nPrerequisites: None\nAdvanced Preparation: None\nProgram Level: Basic\nDelivery Method: Group Internet Based
URL:https://www.criadv.com/event/gasb-reporting-entity-standards-component-units-and-fiduciary-activities/
LOCATION:Virtual
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