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,...

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...