403(b) event

Join us on Wednesday, November 2, 2016 for “Preparing for Tomorrow, Today”, an evening thoughtfully tailored to those responsible for owning, managing and creating a viable future for their business. This event will focus on the significance of developing a business exit strategy now and why it’s equally important to begin establishing a plan for maximizing shareholder wealth.
During the program, we will explore the intricacies, nuances and realities of preparing an exit strategy along with the planning and preparation required for a successful execution. We will also discuss managing expectations and pitfalls to avoid. 

Just as important as developing and successfully executing your business exit strategy is the need to plan for shareholder wealth well before the exit. During the second half of the session, we will identify a number of crucial areas to consider prior-to the sale of your business and why it’s important to view managing wealth as your new “business.” 

Following the formal program, our subject matter experts will be available for one-on-one questions and conversation during an informal cocktail hour including appetizers and drinks in our lounge.

Event Agenda

4:30 – 6:30pm: Program

M&A Market Update

Learn the significance of creating a meaningful exit strategy for your family-owned business

Explore the entire pre-and post-sale process

Integrating tax and financial planning strategies with your exit plan

Maximize shareholder wealth – a wealth management perspective

6:30 – 7:30pm: Cocktail Reception


Jim Guarino, CPA/PFS, CFP®, MST
Tax Partner
MFA - Moody, Famiglietti & Andronico

William Duratti, CPA, ABV, CVA
Lead Partner - Valuation
MFA Cornerstone Consulting

Laura Moruzzi
Managing Director
MFA Capital Advisors

C.M. Macgowan, CFA
MFA Asset Management