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Transition Planning: Selling Your ALF

Upcoming Events
Upcoming Courses

What is the Transition Planning Workshop?


This workshop covers A-Z the steps of preparing your
Residential Assisted Living facility for sale here in Texas
from local experts experienced in successful transitions!
The event will take place online via a Zoom call.

Topics/Schedule:

Andre Suissa
9:00am – 9:45am
How to Value your Facility
Andre Suissa - Titan Commercial Valuation 

Unless an unbiased third party agrees, your business is not worth what you think it is.  Andre is the youngest person to achieve the coveted Member Appraisal Institute (MAI) designation, and he has extensive knowledge on establishing the value of real estate and business.  He will help you gain a better understanding of the actual price at which you can expect to sell your facility.
Eduardo Sosa
9:45am – 10:30am
Financing - Structuring your Sale
Eduardo Sosa - Commerce National Bank 

Odds are, your sale will include Third Party Financing.  Eduardo has been providing just that to businesses for more than fifty years, including numerous Residential Assisted Living Facilities.  He’ll help you understand what a bank is looking for and how to get ready. 
Bob Sedlor
10:30am – 11:30am
The Real Estate Transaction
Bob Sedlor - Coldwell Banker Commercial Real Estate 

Bob is a commercial Realtor® specializing in income producing properties.   He can help you understand terms like NOI, Cap Rate and Annual IRR. He’ll walk through an investment worksheet that is often the basis of income producing investor decisions.  
John Darby
11:30am – 12:00pm
Making a Successful Transition
John Darby - TORCH 

Armed with an MBA, John brings an investor’s mindset to a hands-on small business.  He’ll help you understand non-traditional methods of selling your business, including some pitfalls to avoid.
 

Pricing:

Member Status:

  • Member

  • Non-Member

Price

    $395

    $495

If you are new to the industry and have not yet purchased a facility,
contact us for a coupon code to get a discounted rate on this workshop.