The Art of Acquiring a Family Owned Business
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PANEL:
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Tim Bruinsma, Partner, Norton Rose Fulbright
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Claudine Cohen, Principal, CohnReznick
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Mark Higgins, President, Higgins, Marcus & Lovett, Inc.
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Michael Evans, Managing Director, Newport Board Group
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Christopher Brennan, Performance Specialist, Insperity
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Neil Morganbesser, President & CEO, DelMorgan & Co.
MODERATOR:
MAJOR TOPICS:
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Understanding sellers’ motivations
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Due diligence issues
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Dealing with family employees and non-active shareholders
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Estate and tax planning for selling shareholders
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Transaction structures
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Deferred compensation and earn-outs
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Strategic v. financial acquirers
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Non-financial considerations