Western PA 2019 Symposium Series: Planning for Post-Transition/ Transaction

Western PA 2019 Symposium Series: Planning for Post-Transition/ Transaction

November 14, 2019 @ 8:00 am – 10:00 am
11th Stanwix Street
Lower Lobby, Pittsburgh
Kat Hoke Melnikoff, Chapter Coordinator
(312) 856-9590

Series Overview

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.
Our four-part series will provide a deep analysis on the following topics:

March 14: Strategic Option Analysis
May 16: M&A Selling Process
September 12: Value Optimization and Pre-Transition Planning Tactics
November 14: Planning for Post-Transition/Transaction

All sessions will be held 8-10 a.m. at 11th Stanwix Street, Lower Lobby


May 16: 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.


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