BUSINESS
Two companies coming together to form one new company.
What is a merger?
Accountant, Attorney, Financial Advisor
Who is your deal team?
The act or process of creating goals and objectives as well as the strategies to meet them.
What is planning?
Two BTAG Teammates.
Who is Freida Rachman, George Calfo, Russ Sanders, Adam Nichols?
C Corp, S Corp., LLC, LLP, Partnership
What are types of business entities?
Retirement., Attractive Offer, Competition, Focus on core business
What are reasons people sell their business?
Getting the resources arranged in an orderly and functional way to accomplish goals and objectives.
What is organizing?
Went to Wharton.
Who is Freida Rakhman?
A business that has its profits taxed twice.
What is a corporation?
New markets/customers, Diversifying products, acquiring new talent
What are reasons to acquire a company?
Providing direction and vision.
What is leading?
He attended a Tennessee school.
Who is Adam Nichols?
A business with multiple owners, each of whom has invested in the business.
What is a Partnership?
When the employees buy the company from its owners.
What is an employee stock option plan?
How the leadership transition and related financial matters will be handled in a family business?
What is a transition Plan?
Speaks Russian fluently
Who is Freida Rakhman?
A business that elect to pass income, losses, deductions, and credits through to their shareholders.
What is an S-Corparation?
Debt Financing, Equity financing, Venture capitalists, Initial Public offering (IPO)
What are ways to finance transition?
Comprehensive View, Coordinated Expertise, Proactive Integration, Increased Optionality, Reduced Complexity
What is the BTAG Advantage?
Was born in Vietnam.
Who is George Calfo?