Succession Planning

Understanding Exit Alternatives for a Family-Owned Business

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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 also...
Business Exit

Key Issues and Strategies in Planning for Business Transitions

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WATCH THE REPLAY Family legacy and estate and tax planning have become a multi-advisor sport rife with potential conflicts and pitfalls.  Our panel of experts will discuss business and personal steps essential to planning for a successful business transition,...

Succession Planning for Owners of Closely Held Businesses: Maximizing Proceeds at Business Exit

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PANEL: Mark Higgins, President, Higgins, Marcus & Lovett Inc. JR Lanis, Partner, Drinker Biddle Zach Kimball, Managing Director, Development Advisors Inc. Rick Williams, Partner, Newport Board Group Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan,...

Succession Planning for Closely Held Business Owners

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ACCESS / DOWNLOAD FEE: $50 PANEL: James Brockway, Partner, Withersworldwide Jennifer Borow, Partner, Sklar Kirsh LLP James Andersen, Partner, Hemming Morse Mark Higgins, Partner, Higgins, Marcus & Lovett Patrick Stroth, President, Rubicon Insurance Services David James,...

May 25, 2017, 11AM – 12PM PST: Getting Your Company Ready for Sale

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PANEL: Craig Lilly, Partner, Baker & McKenzie Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management Greg Reber, Founder and CEO, AsTech Consulting Mike Evans, Managing Director, Newport Board Group Neil Morganbesser,...

Apr 12, 2018 11:00 AM – 12:00 PM PDT: Essential Wealth and Tax Planing for Business Owners and Ultra High Net Worth Families

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PANEL: Thomas Mahoney, CFA, CAIA, Senior Portfolio Manager, UBS Private Wealth Management Rob Strauss, Shareholder, Weinstock Manion Jason Cain, Managing Partner, Private Client Services, BDO MAJOR TOPICS: Effect of new tax legislation on estate planning Once in a generation...