Alliance for Mergers & Acquisitions 2019 Symposium Series: Western PA Chapter: Part 4
November 14 @ 8:00 am - 10:00 am
Leech Tishman Corporate Practice Group Partner Bruce Bowden serves on the Board of the Alliance of Merger & Acquisitions Advisors (Pittsburgh Chapter). This group is planning a four-part educational symposium series for 2019. The fourth seminar will be held on November 14.
Closely-held businesses represent a significant portion of the U.S. economy. Based on ownership demographics, it is estimated that $10 trillion in closely-held business assets will transition by 2040; however, the vast majority of owners lack advisors to recommend and implement proactive transition strategies. In this series you will learn innovative approaches to implement your business strategy: • Maximize the value of your business; • Evaluate strategic options to grow, re-cap, or sell; • Develop and retain key employees; • Prepare for transfer or transition of ownership; and • Tax strategies and legacy planning.
November 14: Planning for Post-Transition/Transaction
Post-transaction planning focuses on personal and family issues following a monetization event. This workshop details how to evaluate and implement a capital sufficiency analysis, personal affairs management, balance sheet transition as well as properly funding wealth transfer strategies for maximum impact. The symposium also covers evaluating and structuring Private Trust Companies and Single or Multi-Family Offices for maximum tax impact and operational efficiency. We will conclude this session with a workshop overview/case study.
- November 14
8:00 am - 10:00 am
- AMAA Western Pennsylvania Chapter
- 11 Stanwix Street
11 Stanwix St, Lower Lobby
Pittsburgh, PA 15222 United States + Google Map