Tuesday, March 23, 2021 4:00 pm EST

Please use this link to register for this important and timely event.

Business ownership transition planning is a demanding effort even in the best of times and the current environment has certainly amplified those challenges. Like just about everything else most ownership transitions were put on hold as everyone attempted to gauge the impact of the pandemic on their business and industry. While the current environment might appear to be less than ideal, it has actually provided entrepreneurs with the opportunity to take the time and plan their succession/exit plan in a thoughtful and deliberate manner.

Please join us for a robust conversation on Ownership Transitions in a Post-Pandemic World on Tuesday, March 23rd at 4:00 PM. We will hear from a group of panelists with unique perspectives on how to prepare a business and its shareholders to execute a successful exit strategy on their own terms. Our conversation will cover:

• The current M&A environment
• The drivers, rationale and practical issues that shape your exit planning options
• Why asking what you can get for your business is the wrong question
• Minimizing the time and stress of a business sale or succession plan
• Understanding the tax and cash flow implications of ownership transition

Panelists:

William Weihs
Business Transition Specialist
Bank of America Private Bank of America

Diane DeCesare, CPA MT
Shareholder
Drucker & Scaccetti

Dennis Springer, CFP, MT
Wealth Strategies Advisor
Bank of America Private Bank of America