Succession Planning

Understanding Exit Alternatives for a Family-Owned Business

|Comments are Off
WATCH THE REPLAY The panel will discuss personal and corporate exit planning, estate and wealth planning, transfer alternatives (sale, ESOP, family) self-diligence and due diligence, transactional process, importance of valuation, and anticipated tax changes.  We will...

ESOPs, a Sale Alternative for a Middle-Market Company

|Comments are Off
PANEL: Steve Nelson, Leader of Transaction Opinions Practice, Chartwell David Johanson, Partner, Hawkins Parnell Thackston & Young LLP John N. Vitucci, Principal, PKF O’Connor Davies Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, Senior Managing...