The #BossUp
Virtual Conference

Let's Buy a Business • February 16th & 17th

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Join our virtual conference to gain insight, and learn from top experts on how to buy and sell businesses in the micro market.

Bonus: Register and attend to access up to $7,000 in free business services! Also, if you are a lawyer or accountant, you may be eligible for up to 12 hours of CPD.

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Let's Make Business Ownership Real

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A small accounting and bookkeeping firm providing full service to small businesses. The Appletree team will provide you with the confidence that comes from their complete suite of small business services and other business services you need most. If payroll is weighing you down, talk to them about their proprietary payroll and bookkeeping software that can help streamline payroll and take the worry off your shoulders. QuickBooks® questions? Their experts can help you get the most out of your software and resolve those nagging issues. Click here to learn more.
Since our launch on February 14, 2014, we have been exploring, innovating and building technology that attracts, connects and helps business buyers and sellers every day, whether they are entrepreneurs looking to buy or sell; franchisees looking to buy or sell; franchisors looking to attract franchisees or brokers looking to buy or sell for clients. Our goal is to increase exposure for our sellers and to attract business opportunities of the highest quality for our buyers, while constantly optimizing the transition of small businesses around the world. Click here to learn more.

If you’re contemplating buying or selling a business, this conference is for you!

We created #BossUp – a free virtual conference to walk you through the latest tools, strategies and insights from industry experts.

Register to join us February 16-17 and start taking the guesswork out of your Micro M&A strategy this year.

Our Speakers

David C. Barnett
David C. Barnett

ALP Ltd

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Deb Curtis
Deb Curtis

SBA Business Acquisition Lending Specialist

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Eric Pacifici
Eric Pacifici

SMB Law Group LLP

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Mike Finger
Mike Finger

Exit Oasis

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Nate Ginsburg
Nate Ginsburg

Centurica

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Patrick Dichter
Patrick Dichter

Appletree Business Services

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Rochelle Clarke
Rochelle Clarke

Succession Strength

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Ronald Skelton
Ronald Skelton

How2Exit

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Roxanne Reid
Roxanne Reid

Capital Valuations by The Reid Group

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Sam Rosati
Sam Rosati

Pursuant Capital

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Scott Duke
Scott Duke

Opn Road

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Ted Leverette
Ted Leverette

"Partner" On-Call Network, LLC

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Our speakers represent some great
businesses, check them out:


Are you a CPA or Lawyer? You may be eligible for up to 12 hours of CPD.
(Continuing Professional Development)

The Agenda

Day One - Thurs. Feb 16

10:30am - 10:55am EST

Welcome Address & Opening Remarks

We’re kicking things off with Founder & CEO Nunzio Presta, he’ll reflect on BuyAndSellABusiness.com and share his vision for the company’s future. We’ll also hear from our sponsor Patrick Ditcher from Appletree Business Services.

Both will set the stage for this year’s virtual conference, it’s going to be a great one!

Nunzio Presta

11:00am - 11:45am EST

Sourcing Off Market Deals

I’ll be running through how to do cold outreach for deal sourcing: Defining the target, sourcing the list, crafting the message, delivery. Direct mail or online, manual or automated.

Ronald Skelton

, Founder of How2Exit.com

12:00pm - 12:45pm EST

Investor Perspective

The perspective of an investor of search fund deals.

Sam Rosati

, Founder of Pursuant Capital

1:00pm - 1:45pm EST

Preparing a Business For Sale

From Dreams to Dollars – How to buy or build a business you can sell someday.

Mike Finger

, Founder of Exit Oasis

2:00pm - 2:45pm EST

Understanding Cash Flow Levels as a Buyer

We often hear that a certain business or industry is priced at a multiple of 'cash flow.' But, what exactly is the number we're supposed to be multiplying?

In this talk, David will be describing the commonly used levels of cash flow and what kinds of businesses would normally be using them for valuation purposes. This is important because if you apply a multiple to the wrong cash flow level, you'll end up overvaluing the business or missing out on an opportunity. We'll be discussing Net Income, SDE, EBITDA, EBIT, FCF and other measures of cash flow in this workshop. As a bonus, I'll go over some of the most common errors I see in calculating them as well.

David Barnett

, Private Transaction Advisor

3:00pm - 3:45pm EST

Keeping a Good Management Team in the Business You're Acquiring

How you support the outgoing owner will have an impact on retention in the existing team. Your hands will be filled with operational matters. Some owners need help taking the right actions to smoothly exit the business and look forward to life after the business. Learn the steps we use to help outgoing leaders and remaining employees navigate the transition without disrupting operations.

Rochelle Clarke

, Founder of Succession Strength

4:00pm - 4:45pm EST

3 Pillars for Due Diligence Success

The three pillars of Due Diligence every buyer needs to be aware of. Including how to identify and resolve the biggest risks in each pillar.

Nate Ginsburg

, CEO of Centurica

4:45pm - 5:00pm EST

Closing Remarks

Day Two - Fri. Feb 17

10:45am - 11:00am EST

Opening Remarks

Nunzio Presta

11:00am - 11:45am EST

Change of Business Owner Financing with the SBA 7(a)

Looking for a credible SBA financing eligibility letter on your business listing or as a business buyer?

I will share a shortlist of items needed for me to review on both the business seller listing side and the business buyer side, including additional feedback.

These items requested will help me prequalify a change of business owner loan project for SBA preferred financing and will help you expedite a successful, timely, transaction closing.

Deb Curtis

, Founder of SBA Business Acquisition Lending Specialist

12:00pm - 12:45pm EST

Legal Considerations when Structuring your SMB Business Acquisition

Eric will cover important legal considerations when structuring your acquisition, including the difference between asset and stock deals, legal due diligence, important terms in the agreements, and legal components of the SBA process.

Eric Pacifici

, Partner at SMB Law Group LLP

1:00pm - 1:45pm EST

M&A Negotiation Essentials

In this session Roxanne will be discussing how to prepare to negotiate when selling your business. She will discuss how to create value and claim your fair share, ensuring nothing is left on the table. In the end, you’ll leave this session understanding how to manage your emotions while negotiating.

Roxanne Reid

, Founder of Capital Valuations

2:00pm - 2:45pm EST

Accounting Considerations For Small Business Acquisitions

Search fund expense write offs. Discussion of LLC vs S Corp vs C Corps. How to properly set up accounting post close.

Patrick Dichter

, Founder of Appletree Business Services

3:00pm - 3:45pm EST

How to Sell to a Strategic Partner

Scott Duke walks though the process strategic buyers use to evaluate opportunities, the initial discovery process, how they place value on a business, and how they make offers. If you are interested in maximizing your exit multiple by targeting a strategic buyer (Private Equity Group, Family Fund, Competitor, Supplier, or Institutional Investor), this session will be of great value. Scott will also cover the 8 alternative ways to sell a business outside of a strategic exit so attendees have an understanding of all their exit options.

Scott Duke

, Founder of OpnRoad

4:00pm - 4:45pm EST

How to Prepare to Search & Find Worthwhile Opportunities

You can’t buy it if you can’t find it. That’s why the savviest buyers, before searching, learn how to prepare themselves to find the right businesses to buy the right ways. Poorly prepared people, who cannot show their advisors worthwhile deals, are the #1 reason why attorneys, accountants, lenders and others kill deals or have trouble with clients. Business brokers, too, suffer from ill-prepared “buyers.” Don’t believe me? Ask them.

Ted Leverette

, Founder of "Partner" On-Call Network, LLC

4:45pm - 5:00pm EST

Closing remarks

By registering for this event,
you'll have access to:

David C. Barnett
David C. Barnett

David is giving away c...

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Deb Curtis
Deb Curtis

Deb is giving away a $...

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Patrick Dichter
Patrick Dichter

Patrick is giving conf...

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Rochelle Clarke
Rochelle Clarke

Rochelle is giving 15%...

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Roxanne Reid
Roxanne Reid

Roxanne is providing a...

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Scott Duke
Scott Duke

Scott is giving away h...

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Ted Leverette
Ted Leverette

Ted is giving away his...

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