New Administration- How it Impacts the Value of Your Business!!
Business Owners and C-Level Executives are encouraged to join us for a "Post-Election Panel Series on Harvesting and Preserving Wealth From Your Business". During these changing times it is more important than ever to obtain information needed, plan accordingly, and build your network of advisers so that you can create options for you and your business... Reaching Your Summit!!
This four (4) part series is designed to bring you insight from subject matter experts that will:
Provide critical insight and share trade experiences to help enhance business value
Harvest wealth locked up in the business
Preserve wealth in the post transaction environment
We look forward to getting to know you and your goals!
Please take advantage of the Early Bird Tickets as seating is limited. If you know anyone that would be interested, please email the organizers so we can send an invitation (as it is an invite only series).
Subject Matter Experts & Panelists:
Peter J. Russo - Financial Advisor, Morgan Stanley: www.morganstanleyfa.com/peter.j.russo/
Dan Doran, CVA, CEPA - CEO of Quantive Business Valuations: https://quantivevaluations.com/teams/dan-doran/
Lauren A. Jenkins - Principal - Offit│Kurman®: http://www.offitkurman.com/attorney/lauren-a-jenkins-principal/
Nils Vidal – Financial Advisor, Morgan Stanley: www.morganstanleyfa.com/nils.vidal
Theo Pahigiannis, CEPA – Valuation Enhancement Adviser: https://quantivevaluations.com/teams/theo-pahigiannis/
- 7:15 - 8:00 am Networking & Breakfast
- 8:00 - 9:00 am Panel Discussion
- 9:00 - 9:30 am Q&A
- 9:30 - 10:00 am Networking
*Business Casual Attire Please*