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July 2019

Event: Exclusive Women’s Networking Night – Learning Lean with LEGOs

July 24, 2019 @ 5:00 pm - 7:30 pm
The MFA Companies, 1 Highwood Drive
Tewksbury, MA 01876 United States
Four businesswomen smiling with lego overlay

The MFA Companies® and McLane Middleton invite you to attend an exclusive evening of connecting, sharing and collaborating with a group of ambitious, accomplished women of all ages and backgrounds.Join us at the offices of MFA on Wednesday, July 24th, 2019 from 5:00 PM to 7:30 PM to mix and mingle with an inspiring group of women.

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November 2019

Webinar: Year-End Tax Planning for Individual & Businesses

November 20, 2019 @ 12:00 pm - 1:00 pm
Tax Planning Webinar



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May 2020

Lunch & Learn: What to Know About 409a Valuations

May 5 @ 11:30 am - 12:15 pm
Webinar
Valuation Services from MFA

Join The MFA Companies' Gregg Hamilton-Piercy, CFA, ASA, and Kurt Sheline, of Echo Health Ventures, for a Lunch and Learn discussion on 409a valuations...

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Virtual Event: Timely Tips on the COVID-19 Pandemic

May 19 @ 4:00 pm - 5:00 pm
Event: Timely Tips with FMANH

We’re all tired of hearing about pandemic issues and challenges; let’s meet and hear some timely tips from local experts. FMA-NH can’t meet in person for networking, dinner, drinks, and…

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July 2020

Observations on Business Valuations in a COVID-19 Economy

July 29 @ 9:00 am - 10:00 am
Webinar
Valuation Webinar

NOTE: This event was previously scheduled for July 16th and was postponed. If you previously registered for the 7/16 event, you must re-register in order to receive an updated link…

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September 2020

Exit Strategy Part 1: M&A Considerations & Positioning for Exit

September 17 @ 12:00 pm - 1:00 pm

Join speakers from MFA's Investment Banking Practice as they kick off a 4-part webinar series on Business Exit Strategy. Key discussion topics include the benefits to starting the exit process early & how to get your ‘house’ in order, critical issues to understand, including organizational positioning, the buyer’s perspective, go-to market priorities, and more and primary shareholder benefits to focus on, notably maximizing value, enhancing the probability of a successful transaction, and optimizing strategic fit.

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Exit Strategy Part 2: Valuation & Due Diligence Considerations

September 24 @ 12:00 pm - 1:00 pm

Speakers from MFA's Transaction Advisory and Valuation Practices help business owners further understand the due diligence process and critical financial influences (working capital, purchase price adjustments, revenue recognition, etc.) on a business exit, the importance of valuation estimates and steps to take to increase your business’ value and how to make your company sale-ready.

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October 2020

Exit Strategy Part 3: Estate Planning & Tax Considerations

October 1 @ 12:00 pm - 1:00 pm

Speakers from MFA's Individual & Family Tax Practice and McLane Middleton explore key considerations for estate planning prior to a business exit, how to take advantage of today's low interest rate environment with current estate planning vehicles including Family LLCs, GRATs, and more and how the 2020 election could influence current and future tax & estate planning strategies.

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Exit Strategy Part 4: Wealth Management & Financial Planning

October 8 @ 12:00 pm - 1:00 pm

Speakers from MFA's Wealth Management Practice explore key considerations for wealth planning before and after the sale of your business, how to assess your unique financial objectives, including retirement planning, estate planning, philanthropy and more, to influence a long-term investment strategy and strategies for building a financial legacy that maximizes tax efficiency and mitigates risk.

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December 2020

2020 Year-End Tax Planning for Individuals & Businesses

December 1 @ 11:30 am - 1:00 pm
Replay Available: 2020 Year-End Tax Planning Webinar

Recently, leaders from MFA’s Tax Practice participated in a webinar to review key strategies to help individuals and businesses reduce tax liability, take advantage of unique COVID-19 relief opportunities, and generally position themselves for financial success in 2021.

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