Friday, May 16, 2025
8:30am - 9:30am Central // 9:30am - 10:30am Eastern

South Texas AAA-CPA Breakfast Meeting:
Business Transition Strategies CLE
In-Person & Virtual

Class presented by: Alicia Goodrow and Amy Holmes, Co-Founders of GoodBiz.Law

Program Description
Business lawyers, Alicia Goodrow and Amy Holmes will present “Business Transition Strategies,” a program designed to help business owners and advisors understand the complexities of planning and executing a successful business transition.This event is both in-person at the FCA Offices in Houston, TX, and streamed virtually through zoom. Breakfast is provided for those joining in-person.

Learning Objectives

1. Explore and Differentiate Exit Option
Understand the range of exit strategies available—whether selling "up" to a larger competitor or strategic investor, selling "in" to a family member, selling "out" to key employees, or even choosing not to exit immediately. Evaluate the various options based on long-term goals, market positioning, and familial dynamics.

2. Comprehend Transaction Structures and Their Implications
Learn to differentiate among types of transaction structures such as stock deals, asset deals, and merger strategies. Understand the distinct tax implications, liability assumptions, and post-transaction integration challenges each structure presents, allowing for a tailored approach to both seller and buyer needs.

3. Master Financial Evaluation and Valuation Techniques
Gain insight into the methods used for business valuation—from adjusting EBITDA with addbacks for non-recurring or personal expenses to applying market multiples and assessing fair market value. Use these financial tools to set realistic valuations, negotiate earnouts, and balance risk with reward during the selling process.

4. Navigate the Due Diligence and Deal Process
Understand the essential components of the transaction lifecycle—from preparing a Letter of Intent (LOI) and managing working capital expectations to coordinating a multi-disciplinary due diligence process. Learn to orchestrate the deal process efficiently, minimizing risks by leveraging the right expertise in financial, legal, and operational areas.

5.Plan Proactively for Legal, Tax, and Post-Transaction Integration
Recognize the critical role of proactive planning in legal structuring and tax management (e.g., addressing S Corp vs. C Corp issues, double taxation concerns, and pre-sale legal frameworks). Develop strategies that ensure a smooth post-transaction transition and integration, safeguarding the seller’s long-term financial and operational interests.

Location
This meeting is both in-person and virtual.

FCA Offices, Training room
791 Town & Country Blvd., Ste. 250
Houston, Texas 77024
*Parking is complimentary

Education Credits
This program offers 1.0 CPE credit and should offer 1.0 (M)CLE credit in Texas only. (M)CLE credit for other states may be permitted via self-reporting.
AAA-CPA will only report education credit to the state bars of dues-paid members; any state reporting fees will be the responsibility of the member.

Cost
No charge for members; $40 for non-members

Click here to register