The mergers and acquisitions market remains strong with a high number of privately-owned businesses planning to sell in the next 3-10 years. Discuss the basics of exit planning, including how businesses are valued, the type of buyers in the market, and strategies to improve a company’s value and salability. 

Speakers:
Ed Brooks, CPA, Principal-in-Charge | DHJJ
Richard Burke, CPA, CGMA, CMAA, CFO, Mergers & Acquisitions Advisor, and Business Consultant | DHJJ

Discover how an Employee Stock Ownership Plan (ESOP) can provide liquidity to selling shareholders in a tax-advantaged environment, all while providing an attractive retention tool for employees and creating a legacy for selling shareholders. 

Speakers:
Patrice Radogna, ASA, CPA, ABAR, Partner | Marcum
Wilson (Wil) Denari, CPA, ABV, VFLS Manager | Marcum

Selling to an ESOP is a significant decision for shareholders. Take a deep dive into how a feasibility study can provide a detailed analysis to help make an informed decision. Plus, hear how a study can serve as the foundation for proposing a transaction structure, negotiating the terms of the sale, and providing a roadmap for the implementation process. 

Speakers:
Patrice Radogna, ASA, CPA, ABAR, Partner | Marcum
Wilson (Wil) Denari, CPA, ABV, VFLS Manager | Marcum