Planning for Retirement or Thinking of Selling a Business?
McConville Considine Cooman & Morin (MCCM), P.C., Wilmington Trust, a division of M&T Bank, and ValueCap, Inc. are jointly presenting: MAXIMIZE YOUR BUSINESS VALUE WITH EXIT PLANNING
You have worked hard to build your business and at some point you would like to benefit from the fruits of your labor. While you may not be ready to transition your business anytime soon, there are many things to consider well before you take the next step that will have an impact on your personal wealth.
This event will concentrate on topics related to this process:
• Exit planning process importance
• Fundamental value of the business and factors that impact its potential exit value
• Creating a preliminary exit plan
• Creating a personal wealth plan that is correlated to your business exit plan
• Legal considerations relative to exit planning (eventual transition)
• Options every owner should consider when deciding how to approach a business transfer, either during lifetime or upon death
THURSDAY, SEPTEMBER 19, 2024
Irondequoit Country Club
Check-In & Breakfast 8:15am – 8:50am
Seminar: 9:00am – 10:30am
REGISTER TODAY; Deadline is September 10, 2024: https://www.mccmlaw.com/business-succession-educational-seminar
PRESENTERS:
Ryan Pettinella (Vice President, Wealth Advisory- Wilmington Trust)
Dolly Donnelly (Director, Wealth Strategies – Wilmington Trust)
Dean LoBrutto (Founder and Chief Exit Officer - ValueCap, Inc.)
Lisa Wasson (Business Broker - ValueCap, Inc.)
Letty Laskowski (Senior Associate, Corporate Practice, MCCM)
Dan Williford (Partner, Trusts & Estates Practice, MCCM)