NOW CFO and Silicon Slopes Finance Chapter will offer panel on December 3, 2024 at Silicon Slopes HQ. "Exit Playbook: Lock in Maximum Value from Day One," is a session for founders who desire insights on how they can prepare for an successful exit.
Lehi, Utah, November 12, 2024
NOW CFO and Silicon Slopes Finance Chapter will host a panel discussion on December 3, 2024. "Exit Playbook: Lock in Maximum Value from Day One," is a session intended to equip founders, owners, executives, and advisors with insights needed to maximize value from the earliest stages of business growth to the final moments of a transaction.
It will cover essential tax strategies, financial diligence preparation, and other critical elements that should be addressed long before a deal is on the table. It will cover how to position a company for a successful exit by optimizing tax structures, addressing potential risks, and ensuring that financials meet buyer expectations.
Register here for Exit Playbook: Lock in Maximum Value from Day. It will entail a presentation from Tanner tax experts.
Nouri is the technology provider for the event.
While it is aa free event, the event organizers kindly request attendees to register in order to properly plan for the lunch which is provided at no cost.
Agenda:
The event will take place on December 3, 2024 at Silicon Slopes HQ in Lehi: 2600 West Executive Parkway Suite 140, Lehi UT 84043. It is a free
Event speakers consist of executives at Tanner Accounts and Advisors:
A highly experienced professional with 30 years of audit and business advisory expertise, Mark Erickson graduated with his Master's degree in accounting from Utah State University, spent two years on staff at the US Securities and Exchange Commission, and is the firm’s current Managing Partner.
With over 20 years of public accounting experience serving companies in the technology sector, Garrett Koerner moved to Salt Lake City from the Bay Area and began providing tax consulting services to public and private organizations, especially tech clients. Koerner has advised his clients in acquisition, disposition, and reorganization transactions, providing industry knowledge and experience on complicated tax issues. He holds a bachelor’s degree and a Master of Accountancy in taxation from Brigham Young University.
Braxton Savage has over eight years of audit and business advisory experience. He received his Master’s in Accounting at Southern Utah University. As a licensed CPA and CM&AA, Savage has advised and consulted on over 200 transactions spanning a wide range of industries and size. His contributions to the field have been recognized through accolades such as being named a Utah Business "20 in their 20s" Honoree.
Register here for the December 3, 2024 Exit Playbook: Lock in Maximum Value from Day.
