Live Webinar Series:

Contemplating a Business Exit?

THURSDAYS STARTING SEPTEMBER 17TH @ 12:00PM ET

Contemplating the exit of your business in the next several years? If so, you’ll want to join The MFA Companies® and special guests for a series of virtual conversations dedicated to exit planning and the importance of developing a business exit strategy now. These events will focus on developing a strategy to transition out of your current business and will help you understand the many considerations at play, including M&A, valuation, due diligence, estate planning, tax and wealth management.

See below for specific session details and speakers. 

 

 

This event has passed. Click here to watch the video replay and learn more about:
  • Benefits to starting the process early & how to get your ‘house’ in order
  • Key issues to understand, including organizational positioning, the buyer’s perspective, go-to market priorities, and more
  • Primary shareholder benefits to focus on, notably maximizing value, enhancing the probability of a successful transaction, and optimizing strategic fit
Bill Duratti Headshot

Bill Duratti

Partner, Investment
Banking Practice
The MFA Companies

Laura Moruzzi Headshot

Laura Moruzzi

Partner, Investment
Banking Practice
The MFA Companies

This event has passed. Click here to watch the video replay and learn more about:
  • Understanding the due diligence process and critical financial influences (working capital, purchase price adjustments, revenue recognition, etc.)
  • The importance of valuation estimates and steps to take to increase your business’ value
  • How to make your company sale-ready
Rob Busch Headshot

Rob Busch

Partner,
Transaction Advisory Practice
The MFA Companies

Gregg Hamilton-Piercy Headshot 135x135

Gregg Hamilton-Piercy

Lead Partner,
Valuation Practice
The MFA Companies

THURSDAY, OCTOBER 1ST | 12:00PM - 1:00PM ET
  • Understanding the necessity of an estate plan and when is the right time to implement
  • Leveraging a low interest rate environment with current estate planning vehicles including Family LLCs, GRATs, CLATs, etc.
  • How the 2020 Election could influence current and future tax & estate planning strategies
Jerry Mahan Headshot

Jerry Mahan

Partner, Individual &
Family Tax Practice
The MFA Companies

Ryan Swartz McLane Headshot

Ryan Swartz

Director
Trusts & Estates
McLane Middleton

THURSDAY, OCTOBER 8TH | 12:00PM - 1:00PM ET
  • 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
  • Strategies for building a financial legacy that maximizes tax efficiency and mitigates risk
Melissa Santas Peterson Headshot

Melissa Santas Peterson

President & Chief Investment
Officer, Wealth Management
Practice
The MFA Companies

Tim Hole Headshot

Timothy Hole

Senior Financial Advisor,
Wealth Management
Practice
The MFA Companies