LBMC

7:45 - 8:00 Welcome and Introduction; Why this Conference
David C. Wood, Partner-In-Charge of LBMC Acquisition and Disposition Services Group

8:00 - 8:15 Do Not Fear…Be Prepared!
Michael R. Burcham, Clinical Professor of Entrepreneurship, Vanderbilt Owen Graduate School of Management
 
Is the current economy a concern? Is the unknown “new economy” a concern? Is competition coming from the “big boys?” Michael will speak to the positive motivation of planning and taking on what may be ahead.

8:15 - 9:15 Value Creation
Allen Hovious, Partner-In-Charge of LBMC Planning Services
Keith Wolken, CEO of SMS Holdings
Mike Cain, Co-Managing Partner, Lattimore Black Morgan & Cain, PC
David Owens, PhD, Vanderbilt Owen School of Management
 
Building value into a business is everyone’s job, every day. This session will provide a framework and insight into building your business in traditional organic growth as well as three very powerful strategic growth opportunities – diversification, acquisition and innovation.

9:15 - 10:30 Value Realization
David C. Wood, Partner-In-Charge of LBMC Acquisition and Disposition Services
Joe Goodman, Partner, Adams & Reese, LLP
Bruce Doeg, Partner, Baker Donelson Bearman Caldwell & Berkowitz, PC
Steve Dodson, Partner, LBMC Tax Services
 
Joe will stimulate thought about transitioning ownership to family members with specific techniques and important lessons learned. Bruce will address critical legal issues requiring attention in advance of a transition, sell or acquisition. David will speak to the attributes of a business that enhance a transition or sell including who the buyers are and what they seek. Steve will provide timely tax considerations.

10:45 - 11:45 Transaction Case Studies: The Acquisition/Disposition Process
Dave Power, Senior Manager with LBMC Acquisition and Disposition Services
Howard H. Lamar, III, Partner, Bass Berry & Sims, PLC
Matthew R. Burnstein, Partner, Waller Lansden Dortch & Davis, PLLC
 
Dave, Howard and Matt will discuss the selling/acquisition process and remove some of its mystery. Real life situations, both positive and negative, will be related. Understanding the typical mechanics of a business buy or sale transaction will help shape your exit/ acquisition strategy.

11:45 - 12:00 The After-Life
Michael R. Burcham, Clinical Professor of Entrepreneurship, Vanderbilt Owens Graduate School of Management
 
Following a sale and the beginning of “retirement”, is it time to relax or freedom to make a difference? It is fun to think on the “After-Life” but a plan is better.

12:00 - 1:15 Luncheon - Keynote Speaker
Joe Scarlett, Retired Chairman of Tractor Supply Company and Founder of the Scarlett Leadership Institute at Belmont University in Nashville.

1:15 - 2:00 Optional Question and Answer Time with Panelists
The panelists will reassemble in the conference hall to address your individual questions and concerns.