Breakfast (Independence, Holiday Inn): Be Prepared to Advise Your Business Owner Client Contemplating a Sale sponsored by PNC Private Bank
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Please note the special time and location of this event.
If attending in person, breakfast and networking will start at 7:45 am & the program will start promptly at 8:20am.
If attending virtually, the webinar session will begin at 8:20 am.
About the Program
The recent robust activity in the M&A market involving closely held family businesses has spurred increased consideration of a sale as a transition option for owners. A surprise or enticing unsolicited offer has disrupted a number of solidified or latent transition plans. The presentation will highlight various personal and business aspects that the business owner and their advisors should consider in preparation for a potential sale to achieve the highest value in today’s M&A market. Knowing the questions and issues to address will help estate planning advisors guide their clients towards understanding whether an ultimate sale now or in the foreseeable future is one or the best option to pursue in achieving their transition goals.
About the Speaker
John serves as a Managing Director at EdgePoint Capital Advisors, a national boutique investment banking firm focusing on advising family and entrepreneur owned businesses through a sell side process. John leads the firm’s business development initiatives. He joined EdgePoint in 2006 from Merrill Lynch where he served as a regional finance manager providing corporate banking solutions for 1,800 financial advisors in the Great Lakes Region. Prior to joining Merrill Lynch, John was a Senior Vice President at KeyBank where he provided ownership transition consulting services to over 600 closely held family businesses and entrepreneurs. He subsequently provided investment banking services (acquisitions/divestitures) to private and publicly traded middle market companies. In addition, John spent 9 years in public accounting as a tax and business consulting professional with Ernst & Young and Skoda Minotti Reeves & Co. John earned his bachelor’s degree in history from Youngstown State University, and his J.D. from Cleveland State University. He is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 63, 65, and 79 licenses. John is currently an active member of several community and professional organizations.
Michael Wear, Esq., AEP® │ 2022-2023 Program Chair
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.
Reservation Policy –
IN PERSON: All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. The meeting cost is $35 for members when paid in advance before noon 04/18/23, $50 for members at the door, $50 for guests, and $210 for a table of six (can be mix of members and non-members - please submit names to firstname.lastname@example.org by 04/18/23). If you reserve and are unable to attend, please call the office to cancel by noon 04/18/23 to avoid a no-show reservation billing.
VIRUTAL: All attendees must register in advance. The meeting cost is $10 for members and $15 for guests. You will receive login credentials with your registration confirmation email.