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Selling or Transitioning Your Company - M&A Seminar 11.15.11

Release Date: October 12, 2011

 You have built a company and put in hours of “sweat equity.”

Do you have a transition strategy will enable you to realize the maximum benefit of your equity?

 Join us as we discuss legal, tax, wealth planning and transition options for middle market companies.

Tuesday, November 15, 2011

Park Country Club, 4949 Sheridan Drive, Williamsville, NY 14221

Information Sessions:  3:30 p.m. to 5:15 p.m.
Cocktails & Networking: 5:15 p.m. to 6:00 p.m.
UVANY Meeting and CEO Panel:  6:00 p.m. to 7:30 p.m.
Cocktails to follow.

RSVP here by November 11th

Questions:  contact Meghan McDonnell at 716-843-3935 or mmcdonnell@jaeckle.com


SESSION OUTLINE:

TRANSITION PREPARATIONS - 3:30 PM – 4:00 PM
Presented by:
Mark Ferm, Partner, Tronconi Segarra & Associates, LLP
Peter Klein, Partner, Jaeckle Fleischmann & Mugel, LLP

MARKET OPTIONS:  4:30 PM - 5:15 PM
Presented by:
Thomas Benson, Managing Director, The McLean Group LLC

Upstate Venture Capital Association of New York (UVANY) MEETING - 6:00 PM - 7:30 PM 

Case Studies in Transitioning A Business
Moderator:
Michael P. McQueeney, Managing Partner, Summer Street Capital

Presented by: