Business Owner Summit
Steve Lee, Business and Corporate Attorney, and Daniel Newbold, Trusts & Estates Attorney, are joining Raymond James and Baker Tilly to speak at a Business Summit on how to prepare for and help realize maximum value of a full or partial exit of your business.
Attendees will takeaway the following insights:
- Learn the critical financial metrics and market conditions that impact the value of your business
- Explore sophisticated strategies for estate planning and tax strategy to better prepare for a sale
- Assess your financial goals and calculate the necessary sale proceeds to support your future goals
- Formulate a strategic exit plan and build a specialized M&A team to facilitate a smooth and reliable business transition
Speakers
Additional Speakers
Andrew Lee
130 Global of Raymond James
Ken Grider
Raymond James Investment Bank
Damon Houterman
Baker Tilly