Family Business Exit Planning: Key Pitfalls and How to Avoid Them
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PANEL:
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Renee Fellman, Award-Winning Turnaround Expert and Interim CEO
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Louis Vlahos, Tax Partner, Farrell Fritz, P.C.
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JR Lanis, Corporate Securities Partner, Drinker Biddle
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Mark Goulston, CEO, The Goulston Group
MODERATOR:
Alex Kasdan, Senior Managing Director, Investment Banking, DelMorgan & Co.
MAJOR TOPICS:
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Assembling and organizing the decision-making team
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Resolving family and inter-shareholder issues and building consensus
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Dealing with third-parties and management
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Leadership transitions and maximizing the likelihood of a successful outcome
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Key issues in estate and tax planning
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Corporate law considerations