Print Page   |   Contact Us   |   Sign In   |   Join
Exit Strategies for Business Owners | Gainesville
Tell a Friend About This EventTell a Friend
 

An evening program with time to network in downtown Gainesville covering the topic, Exit Strategies for Business Owners.

7/31/2014
When: 07/31/2014
5:00 pm - 7:00 pm
Where: Vellos Brickstreet Grill
115 SE 1 St.
Gainesville, Florida  32601
United States
Contact: BioFlorida
561-653-3839


Online registration is closed.
« Go to Upcoming Event List  


 

PRODUCED BY:

 

WHAT:

An evening program with time to network in downtown Gainesville covering the topic, Exit Strategies for Business Owners

WHEN:

Thursday,July 31st

 

TIME

5pm - 7pm

WHERE: Vellos Brickstreet Grill, 115 SE 1 St., Gainesville, FL 32601

A few topics to be covered include:

-Taking the mystery out of various Trusts, Family Holding Companies, and hybrid layered structures -benefits of transferring your shares into your new structure and at what cost basis - simplified

-Preparing your corporate structure for investor scrutiny and why it pays to have professionally defined roles and succession planning even at early stage

-Strategic vs. Financial Investor -managing expectations and realities for staying at the helm post sale

-Going it alone vs. hiring an advisor- what statistics show companies leave on the table

-Wealth Management Basics -what are your options for managing the proceeds from what may be your life's work

 

Online Registration is now open!

FREE for Pre-Registered BioFlorida Members

$25 Walk-In BioFlorida Members

$45 Non-Members

$15 Students

 

$10 additional fee to Register onsite at the venue!

 

The Merrill Lynch Team presenting:

 

William Cappeller, CFP, CRPC,
Wealth Management Advisor(right),

Carole Marko, CRPC, CFP, Wealth Management Advisor&

Jan Ziemecki Sr., (left), Financial Advisor

 

 

 

 


BioFlorida, Inc. | 901 NW 35th Street | Boca Raton, FL 33431
(P) 561-653-3839 (F) 561-653-3840 admin@bioflorida.com
Membership Management Software Powered by YourMembership.com®  ::  Legal