Essential Personal, Corporate and Valuation Planning for Business Owners During the Global Crisis

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WATCH THE REPLAY COVID-19 pandemic has had a devastating effect on global economies, financial markets, entire industries and many, if not most, middle-market companies, as well as personal and professional lives of the C-suite and business owners. While the crisis and...
Expert Webcast June 30 2020

Jun 25, 2020 1:00-2:00 PM: Preparing a Company for Sale After the COVID Crisis

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REGISTER COMPLIMENTARY / SUBMIT YOUR QUESTIONS IN ADVANCE Prior to COVID-19, private company exits enjoyed a seller’s market:  high valuations, tremendous amount of capital available from both, financial and strategic buyers, and ready availability of acquisition debt...

Opportunity Zones — Tax Planning for Closely Held Businesses

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PANEL: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. Craig Bernstein, Principal, OPZ Bernstein Opportunity Zone Fund David Rosen, Partner, Director of Tax Services at RS&F MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. The panel will focus on the...

Maximizing Proceeds in Private Company Exits: ESOPs and Other Alternatives

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SPEAKERS: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. David Johanson, Partner, Hawkins Parnell Thackston & Young LLP Stefan Whitwell, CFA, CIPM, President and Co-Founder, National Wealth Partners, LLC MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co....

Liquidity and Transition Strategies for Business Owners

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COST: Complimentary SPEAKERS: Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management Brad Bonde, CPA, Shareholder, LBMC Cindy Brittain, Partner, Katten Oscar Pinkas, Partner, Dentons MODERATOR: Alex Kasdan, Senior Managing...

Family Business Exit Planning: Key Pitfalls and How to Avoid Them

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PANEL: Renee Fellman, Award-Winning Turnaround Expert and Interim CEO Louis Vlahos, Tax Partner, Farrell Fritz, P.C. JR Lanis, Corporate Securities Partner, Drinker Biddle Mark Goulston, CEO, The Goulston Group MODERATOR: Alex Kasdan, Senior Managing Director, Investment Banking,...

Blockchain Revolution

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PANEL: Ken Moyle, President, K6 Partners Brian Casey, Partner, Locke Lord Jor Law, Partner, Homeier & Law Jeffrey Ramson, Chief Executive Officer, PCG Advisory Group Neil Morganbesser, President and Founder, DelMorgan & Co MODERATOR: Alex Kasdan, Senior Managing Director,...

Managing Different Shareholder Constituencies in the Private Company Sale

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PANEL: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. David Johanson, Partner, Hawkins Parnell Thackston & Young LLP Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. MAJOR TOPICS: Bargaining power at...

Understanding Claim History in M&A Insurance

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PANEL: Michael Turnbull, Americas M&A Manager, AIG Rikki Usinger, Complex Claims Director, AIG Joseph G. Finnerty III, Partner, DLA Piper LLP Marc Sherman, Managing Director, Alvarez & Marsal Patrick Stroth, President, Rubicon M&A Insurance Services MODERATOR: Alex...

Strategies for US Companies’ Expansion Abroad

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PANEL: Mark McNeill, Partner, International Arbitration Group, Shearman & Sterling Jim Rosener, Partner, Commercial Department, Head of International Practice Group, Pepper Hamilton David Forst, Partner, International Corporate Tax, Fenwick & West LLP Neil Morganbesser,...