Options for Monetizing Privately Held Companies and Strategies to Maximize Value
We are pleased to announce that Ramsey Goodrich, Partner and Managing Director, Carter Morse & Mathias, will be our guest speaker on the subject of “Options for Monetizing Privately Held Companies and Strategies to Maximize Value” at our May 6th Annual Meeting and Dinner Program at the Innis Arden Golf Club, in Old Greenwich. Cash bar and cocktails will begin at 5:45 p.m., followed by dinner promptly at 6:30 p.m., speaker at 7:30 p.m., and we anticipate an end to the meeting between 8:30 p.m. and 8:45 p.m.
Beyond liquid assets and real estate, a significant portion of a family’s wealth may reside within a family or closely held company. Many of these businesses involve multiple generations of owners, whether or not they are involved in the day-to-day operations of the business, which can create a number of unique challenges for operating, managing and planning for the family business. In this session, the speaker will discuss how families can maximize the value of their business for the benefit of future generations and explore options to monetize some or all of the value in the company. In a lively conversation, we will cover a variety of topics, including:
- What are some of the ways to create liquidity for family members without selling the business?
- What are the major components that go into planning for future sales transactions? When should the family start planning for a future sales event?
- Is there a difference between a “market” value and an “estate” value, especially when planning for a transaction? What are the most important factors that go into valuation?
- When should the owners consider a strategic sale versus a private equity investment? What are the advantages and disadvantages of each?
- How long does the transaction process take and what is involved?
Please click on the document link below for complete program and registration details.
