Insights
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Day Pitney Corporate department chair R. Scott Beach co-hosted an invitation-only "Business Owner Summit," with Aron Weingard, Financial Advisor at Weingard Wealth Management of Raymond James on June 8 in New York City. The event highlighted topics that encompassed the full lifecycle of being a business owner, including lessons learned leading up to a sale of a business, valuation and positioning businesses for sale, life after a sale, charitable giving, and aligning personal, business and financial plans. Over two dozen business owners attended the roundtable event, which featured presentations by various business owners that had been through the sale process, along with investment bankers and private equity principals, who discussed how to utilize bankers and investment partners to help grow a business and maximize its value. Scott's presentation provided a roadmap for pre-transaction planning and an overview of preparing a business for exit/transition. David Waizer and Brian Fischer also participated in the event.
Click here to view the list of the event speakers and agenda.
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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.