Expert Webcast Essential Transition Planning for Owners of Closely Held Businesses

Essential Transition Planning for Owners of Closely Held Businesses

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WATCH THE REPLAY For owners of closely-held and family companies, the business likely represents most of their wealth and the family’s future and legacy. Understanding the fundamental value of the business and its potential exit valuation is key. The panel will discuss key...
Expert Webcast

May 13, 2021 11AM – 12PM PDT / 2PM – 3PM EDT: Foreign Investment in US Distressed Companies

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The pandemic and the attendant global economic shutdown have created opportunities for foreign acquirers to expand their business presence and footprint in the US through acquiring distressed assets. The panel will address the current market climate for distressed M&A...
Non-Control Capital for the Middle Market

Non-Control Capital for the Middle Market

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WATCH THE REPLAY Private equity non-control investments provide financial flexibility and alternative capital to companies, particularly during crisis, as well as a potential exit strategy. The panel will discuss investment strategies, transaction structures and growth capital...
Expert Webcast Essential Transition Planning for Owners of Closely Held Businesses

Planning and Strategies for Business Owners Contemplating a Sale

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WATCH THE REPLAY While the current crisis has had a severe negative impact on the economy, the current downturn and valuation uncertainties have also presented significant opportunities for business owners to engage in estate, wealth and tax planning in preparation for a...
Expert Webcast June 30 2020

Preparing a Company for Sale After the COVID Crisis

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WATCH THE REPLAY 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 financing.  The pandemic created...

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...

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,...