Events
Webinar

Planning for Business (Exit) Transitions & Wealth Transfers

Strategically Speaking with Dean Nordlinger


Blank Rome-Hosted Live Webinar

Blank Rome is proud to announce a special live session of our new webinar series, Strategically Speaking, hosted by Dean Nordlinger, a partner in our Corporate practice, who talks to a variety of seasoned professionals and subject matter experts about critical and challenging issues that companies (and business owners) are facing throughout their life cycle. This insightful series provides strategic and tactical pointers that can be used to shape and improve corporate goals and initiatives.

In this fourth session, Dean will talk with featured guests Geoffrey Hart, Executive Director, J.P. Morgan Private Bank; Brandon Ross, Wealth Advisor, J.P. Morgan Private Bank; and Kenneth DiCairano, Executive Director, Private Business Advisory, J.P. Morgan Private Bank Advice Lab, about the key issues involved in exit planning. Hart focuses his efforts in connecting entrepreneurs and investment and real estate principals to the full breadth of resources across J.P. Morgan’s global platform, delivered locally in Washington, D.C., Virginia, and Maryland. Ross draws upon his experience as a trust and estate attorney at several large law firms in Washington, D.C., and Florida to design integrated strategies for estate planning, business succession, and wealth transfer. DiCairano focuses on mergers and acquisitions, business valuations, transactional deal terms, corporate governance, pre-transaction planning, and maintaining a legacy business over multiple generations.

TOPICS:

  • Business transitions:
    • What is meant by transition; and
    • What types of transitions business owners typically go through.
  • Sentiment of business owners more than a year into the pandemic:
    • How has it evolved over the course of the pandemic; and
    • What may be the expected path ahead as the economy reopens.
  • How did the M&A markets perform in 2020 and what is the outlook for 2021.
  • The impact of the 2020 elections on business owners now that President Biden has a majority in both the House and Senate.
  • Why should business owners be concerned with transferring their wealth.
  • What options/structures do business owners have to transfer wealth in advance of a transaction.
  • How should owners prepare if they instead transition the business to the next generation.
  • The top lessons learned in working with entrepreneurs as they prepare going into a transition event.

To RSVP for the webinar, please go to webinar registration page.

COMING SOON: 
UPCOMING SESSIONS OF STRATEGICALLY SPEAKING

  • Session V: Employee Incentive Plans to Recruit, Retain and Reward Talent for Growth with Featured Guest John Keenan, Senior Partner, Signature Estate & Investment Advisors LLC
  • Session VI: Growth Strategies and Exit Planning with Featured Guest Dan Doran, Founder, Quantive

 …and more to come!

NOW AVAILABLE ON DEMAND:
PAST SESSIONS OF STRATEGICALLY SPEAKING

QUESTIONS? Contact Bradley Mease via e-mail.