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EXITPLANNINGYOUR ESSENTIAL FIELD GUIDEBUSINESS VALUATIONSVALUE MAXIMIZATIONTOP PITFALLSPLANNINGFREQUENTLY ASKED QUESTIONS(FAQ)
?S.We know the exit can betough. We’re here tohelp.For the last 15 years, VSH Certified PublicAccountants has helped companies around theworld with valuations to position for growth,transition, exit, access to capital and loancovenants.As a trusted business partner, VSH teams depthand breadth of experience to maximize value andplan for the future.Your Transition TeamBob Sytsma, Partner bob@vshcpa.comKathy Herndon, Partner herndon@vshcpa.comMatt Roetcisoender mattr@vshcpa.comMeg Weber mweber@vshcpa.comwww.vshcpa.com 360.734.8715
1Onlyout of every4 businesses thatseeks to exit sells.Up your odds bymitigating buyer/sellerconflict with valuationand advisory support.
STEPS TO EXITBIZ VALUATION3FOCUS ONBUSINESSVALUE2QUANTIFYAVAILABLERESOURCESWHAT IF I?1SET EXITGOALS ANDOBJECTIVES4SELL TO ATHIRD PARTY5TRANSFER TOINSIDERSCONTINGENCYPLANNING6PLAN FOR THEBUSINESS7PLAN FOROWNER’SFAMILYKNOWING WHAT YOU HAVE TO GET WHAT YOU NEED
?MULTIPLIEREBIDTAWHAT IS ARISKManagementstructureDCF(DISCOUNTED SCOUNTRATESFCFVOLATILITY SIMPLY PUT, it’s a report(FUTUREdetailing thevalue CASHand driversFLOW)of your business.
?WHY SHOULDYOU GET ABUSINESSVALUATION? Crucial step in your transition planAccess to capitalPlanning tool to “mind the gap”Required to put a valuation on thetransfer of the businessNegotiation toolBe prepared and ready for opportunitiesCUT DOWN ONBUYER VS. SELLER HEADACHES
Milestones in BusinessValuations1Initialmeetingwith VSHadvisor4Benchmarkfindings withindustry andforecasts23Interview withowner andmanagementFinancialanalysisReview of trends inrevenues, netincome, tax returnsand financial reports5Identifyopportunities tomaximize value
FinancialStatements& AdvisoryServicesSupercharge key value drivers Key management in placeDocumented processesReliable financials
TALENTCASH FLOWMANAGEMENTBUDGETINGOPTIMIZEDBUSINESSMaximize andProtectBusiness ValueALIGNED KEYPERFORMANCEINDICATORS TAX SAVINGSPLANNING
Bob Sytsma, CPA/ABV/CFFPartnerBob leads the VSH assurance services team. He has beenpracticing since 1979 with a focus on business clients, servingas their trusted advisor. Bob leads VSH’s financial reporting,litigation support, valuation, and business transition planninggroups, where he works with a diverse set of clients includingconstruction, medical practices, manufacturing, technology,and real estate industries.Bob is well regarded for his business valuation services,assisting clients in mergers and acquisitions, family transitions,and ownership structure changes. He enjoys working withclients to find the best entity structure for their ventures, andplan for their futures as they grow, both in business andpersonally.Kathy Herndon, CPA/PFS/CDFA/MST/CExPPartnerKathy has over 25 years of experience with clients rangingfrom multinational corporations, to new businesses justexploring business opportunities across the border. Herpractice focuses on tax planning for cross-border transactionsincluding businesses moving into the United States, and U.S.citizens living abroad. Each year, Kathy shares her knowledgeand expertise of international taxation through variousseminars and speaking engagements, for clients and herassociates in lower B.C. Kathy is active in the BellinghamChamber of Commerce and serves as the Co-Chairman of theboard.Kathy holds a B.S. from Central Washington in 1989, M.S.T.from Golden Gate University and is a Certified DivorceFinancial Analyst.Your Transition TeamBob Sytsma, Partner bob@vshcpa.comKathy Herndon, Partner herndon@vshcpa.comMatt Roetcisoender mattr@vshcpa.comMeg Weber mweber@vshcpa.comwww.vshcpa.com 360.734.8715
Matt Roetcisoender, CPA/CVAManagerMatt is a CPA and manager at VSH. He focuses on corporateand individual taxation, estate and trust planning, businessvaluations, and litigation support. In 2016, Matt achieved theCertified Valuation Analyst (CVA) credential for expertise inbusiness valuations.Matt works with a diverse set up of clients including, real estate,construction, manufacturing and technology.A graduate of Central Washington University with anundergraduate degree in Business and a Master’s inAccountancy, Matt has over 7 years of professionalaccountancy experience.Meg Weber, MA/MBADirector of Marketing and Business DevelopmentMeg has been a leader in entrepreneurial companies for nearly20 years. With deep experience in getting a lot done withconstraints, Meg coaches on risk, organizational design andhuman capital. She also instructs in Innovation andEntrepreneurship at Western Washington University.She holds a Master’s in Art in Film from the University of Iowaand earned her MBA with a concentration in Finance andMarketing from the University of Rochester. Meg also holds aSenior Human Resources Professional (SPHR and SHRM CP)designation.Your Transition TeamBob Sytsma, Partner bob@vshcpa.comKathy Herndon, Partner herndon@vshcpa.comMatt Roetcisoender mattr@vshcpa.comMeg Weber mweber@vshcpa.comwww.vshcpa.com 360.734.8715
and individual taxation, estate and trust planning, business valuations, and litigation support. In 2016, Matt achieved the Certified Valuation Analyst (CVA) credential for expertise in business valuations. Matt works with a diverse set up of clients including, real estate, construction, manufacturing and technology.
