Print Page | 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

 

 

 

 


About BioFlorida

BioFlorida represents nearly 6,000 establishments and research organizations in the biopharmaceutical, medical technology and bioagriculture sectors that collectively employ nearly 83,000 Floridians.

 

Members of the BioFlorida network include emerging and established life science companies, universities, research institutions, hospitals, medical centers, incubators, economic development agencies, investors and service providers.

 

Email us for a regional Chapter sponsorship.

Connect