Seminars

Darrell Arne has developed the following courses and workshop related to exit strategy planning, business valuations, and mergers & acquisitions.   They are primarily marketed through the International Business Brokers Association, and directly to the end user.

 

“Tax Boot Camp for the Merger & Acquisition Professional”
8-Hour Course - IBBA Course #345

Get ready to “build up” and “exercise” your Merger & Acquisition tax knowledge! This full day, interactive course is a must for the business broker/intermediary who is or plans on getting involved in larger transactions.  Topics discussed include an overview of the Internal Revenue Code and taxes commonly paid by the privately-held business owner, rates of tax, types of business entities, the four strategies for saving taxes, tax elections, depreciation and amortization methods, installment sales, allocation of purchase price, the advantages and disadvantages of asset sales and stock sales.  The course manual includes checklists, reference material, sample IRS forms and a glossary of tax terms. Completion of IBBA’s introductory tax course is a prerequisite, or equivalent tax knowledge or experience. Bring a calculator.

Here’s what registrants said about a recent presentation of this course:

    • “This is the best I’ve seen to date; the instructor went at a solid pace, had good examples, and exhibited an outstanding knowledge base”
    • “The speaker was fun, energetic, knowledgeable and prepared”
    • “The instructor was great and made the subject matter interesting”
    • “This was a fun course; the instructor presented well; we should all be issued IBBA fatigues like what he wore”

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“Succession Planning: Exit Strategies for the Privately Held Company”
8-Hour Course - IBBA Course #325

Learn the steps in developing an ownership succession plan that meet the objectives of the owners, employees and other stakeholders.  Topics include: business valuations, minority discounts, estate, gift and income tax saving strategies, advantages and disadvantages of ESOPs, and positioning strategies to maximize the price when selling to third parties. The course will explain the advantages of A-B Trusts, Family Limited Partnerships, selling to family members using installment sales, private annuities and SCINs, and selling a business using a Charitable Remainder Trust.  Course materials include checklists to evaluate family, employee, or outside successors, along with other checklists, articles and a glossary of business valuation terms.

Here’s what registrants said about a recent presentation of this course:

    • “Very Knowledgeable and great communicator”
    • “Best instructor I’ve ever had”
    • “Top notch; well prepared; great flow”
    • “Darrell is a great presenter; I thoroughly enjoyed this class”

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“Maximizing the Value of the Privately Held Company”
8-Hour Course - IBBA Course #335

This course is a must for any intermediary interested in maximizing business value.  Topics include: how value is measured and created by understanding why “cash is king”; how the cost of capital is computed; benchmarking methods that pinpoint opportunities to maximize business value; identifying the value drivers of the business and the 100 strategies to maximize business value. How an “outside” merger or acquisition can maximize business value; and the specific courses of capital to finance internal growth plans and in making outside acquisitions.  The course also discusses specific value-added services financial consultants and business intermediaries can provide that maximize business value at the “deal stage” when a business is sold.  IBBA Courses 210,220 and 221 are prerequisites, or equivalent business valuation experience.

Here’s what registrants said about a recent presentation of this course:

    • “The instructor did a great job and provided great information” (4 responses)
    • “The instructor made a tough topic enjoyable; this was an excellent presentation”
    • The instructor was great; he knows his stuff inside and out; he had great delivery and style of presentation”
    • “The speaker was great and provided useful content; it was a worthwhile day”
       

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“Advanced M&A Tax Strategies and Deal Structures”
8-Hour Course - IBBA Course #430

This course reviews the four strategies for saving taxes, with a quick overview of taxable business transactions. The main thrust of the course is to acquaint business brokers/intermediaries with specific advanced M&A tax strategies and deal structures to include pre transaction intra family transfers using family limited partnerships, private annuities and self-canceling installment notes; pre transaction company split-ups, spin-offs and split-offs which receive nontaxable divisive reorganization treatment; partial liquidation distributions when a portion of a company is sold; stock sales treated as asset sales under Section 338(h)(10).  Nontaxable acquisitive reorganizations are discussed to include statutory mergers and forward or reverse triangular mergers. Charitable remainder trusts are covered in detail, plus the tax benefits of an ESOP, using an acquired company’s net operating loss carryover, the qualified small business company gain rollover, and various other advanced M&A tax saving strategies.  IBBA Course #345 and at least five years business broker/intermediary experience are the prerequisites.

Here’s what registrants said about a recent presentation of this course

    • “Darrell is a great speaker”
    • “He keeps participation going which keeps it interesting”
    • “Excellent teacher”


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Cashing Out: Exit Planning for the Privately Held Business Owner
3.0 Hour Workshop

This 3-hour workshop gives Business Owners, and/or their advisors, a framework which they can use surrounding the sale or transfer of a privately held business. The workshop describes the business Owner’s Wealth Accumulation Life Cycle, four areas of advanced planning for Business Owners, the Exit Planning Playing Field, why “Timing is Everything”, the three business growth stages, the four key elements to growing a privately held business, the Universe of Business Buyers (and/or Transferees), the levels of value for different buyers, and the advantages, disadvantages, and specific exit strategies for six (6) sale or transfer options.
 

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Note: All courses are Copyrighted by Darrell V. Arne

If your organization would like to sponsor any of these courses or would like a presentation related to these topics, contact us by email or call (505)898-2514.

Darrell V. Arne
Speaking Schedule
2010/2012

Date

 

Location

 

Course/Topic

 

Sponsor

February

 

 

 

 

 

 

12/6/12

 

Malibu, CA

 

M&A Taxes - CM&AA Certification Training

 

Alliance of M&A Advisors

 

 

 

 

 

 

 

December

 

 

 

 

 

 

12/6/12

 

Malibu, CA

 

M&A Taxes - CM&AA Certification Training

 

Alliance of M&A Advisors

 

 

 

 

 

 

 

April

 

 

 

 

 

 

4/14/11

 

Chicago, IL

 

M&A Taxes - CM&AA Certification Training

 

Alliance of M&A Advisors

 

 

 

 

 

 

 

February

 

 

 

 

 

 

2/10/11

 

Malibu, CA

 

M&A Taxes - CM&AA Certification Training

 

Alliance of M&A Advisors

 

 

 

 

 

 

 

January

 

 

 

 

 

 

1/20/11

 

Chelmsbord, MA

 

Tax Boot Camp for the M&A Professional

 

New England Business Brokers Assn.

 

 

 

 

 

 

 

December

 

 

 

 

 

 

12/16/10

 

Denver, CO

 

Understanding Private Equity

 

Colorado Assn. of Business Intermediaries

 

 

 

 

 

 

 

November

 

 

 

 

 

 

11/15/10

 

Las Vegas, NV

 

Maximizing Business Value

 

International Business Brokers Association

 

 

 

 

 

 

 

July

 

 

 

 

 

 

7/30/10

 

New Braunfels, TX

 

Maximizing Business Value

 

Texas Assoc. of Business Brokers

 

 

 

 

 

 

 

June

 

 

 

 

 

 

6/14/10

 

Orlando, FL

 

Tax Boot Camp

 

International Business Brokers Assoc

 

 

 

 

 

 

 

March

 

 

 

 

 

 

3/3/10

 

Albuquerque, NM

 

Enterprise Valuation: What’s It Worth

 

CCET Training Program - TVC

3/5/10

 

Richmond, VA

 

Succession Planning

 

Carolina Virginia Business Brokers Assn.

3/17/10

 

Rio Rancho, NM

 

Enterprise Valuation: What’s It Worth

 

CCET Training Program - TVC

3/18/10

 

Santa Fe, NM

 

Enterprise Valuation: What’s It Worth

 

CCET Training Program - TVC

 

 

 

 

 

 

 

February

 

 

 

 

 

 

2/11/10

 

Los Angeles, CA

 

M&A Taxes - CM&AA Certification Training

 

Alliance of M&A Advisors

 

 

 

 

 

 

 

January

 

 

 

 

 

 

1/12/10

 

Las Vegas, NV

 

M&A Tax Issues

 

Alliance of M&A Advisors Winter Conference

1/20/10

 

Denver, CO

 

Maximizing Business Value

 

Colorado Association of Business Intermediaries

1/28/10

 

Des Plaines, IL

 

Advanced M&A Tax Strategies

 

Midwest Business Brokers & Intermediaries

 

 

 

 

 

 

 

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