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November 2019

Partial Liquidity Strategies for the Lower Middle Market

November 20 @ 7:30 am - 9:00 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35 – $45

A recent survey by PWC and the Family Firm Institute finds that more family businesses are exploring partial liquidity options.  On one hand, prices, demand, and earnings multiples remain very high.  On the other there are many reasons retaining ownership might not make sense: there is a significant risk of obsolescence, and family members are living longer, younger family members are often ill equipped and ill trained to take over the business.  Nonetheless, there remains a significant draw to maintain…

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December 2019

A Lender’s Perspective: State of the Market

December 18 @ 7:30 am - 9:00 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35 – $45

Many transition paths available to business owners are dependent on debt financing.  Understanding how bank’s view deals, debt capacity, and cash flow is critical to assessing the viability of a transaction.  ESOP’s, recaps, partner buy-outs … they all require debt financing.

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Family Succession Planning and the Emerging Generations: Research, Failures, and Tools to Improve

December 22 @ 7:30 am - 9:30 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35 – $45

Newly released data indicates poor succession rates and a failure traditional succession planning models often having to do with different generational attitudes and diverse model families (Read: those darn millennials!).  Adding complexity: recently issued / proposed tax regulations on the current estate and business planning models. In this session we offer general perspective on succession planning involving new family models and millennials, provide tools and tips for navigating the complexities, and go over specific legal solutions for the preliminary planning phases and final implementation…

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