of the Family Business Learning Community

Jun 05 2014
Event Time:

8:30 am - 10:30 am


Sheraton Valley Forge Hotel, King of Prussia


Preserving Value – Strategies for the Family Business

This Best Practice FORUM is designed to provide insight on the various exit strategy methods to sell part or all of a closely held business; whether it be to a family member,  key employee / employee group,   friendly outside buyer,  private equity firm or competitor.


It's never too early to plan! This Best Practice FORUM will provide insight into various exit strategies and the considerations of:

- Estate/wealth/legacy planning
- Employment for succeeding generations
- Post-exit employment, and
- Philanthropic planning

From planning to constructing the right team of professionals,  industry experts from the Legal, Investment Banking,  Credit/Financing, Tax  and Wealth/Estate Strategies will review various alternatives and the implementation steps that will help streamline the process and maximize value.

This best practice FORUM  will be presented by FORUM sponsors Wilmington Trust/M&T Bank and Fox Rothschild LLP, and will feature expert presenters:

Bill Wanger and Andrew Santana, Fox Rothschild, LLP
Marguerite Weese, Wilmington Trust
Stuart Smith - M&T Investment Banking