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New England Chapter Breakfast September 12, 2018
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How to Say Goodbye: Considerations When Selling the Family Business

 Export to Your Calendar 9/12/2018
When: Wednesday, September 12, 2018
From 8:00 am until 9:30 am
Where: Burns & Levinson LLP
125 Summer St.
Boston, MA  02110
United States
Contact: Lenny Fogel
617-482-3045


Online registration is available until: 9/12/2018
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How to Say Goodbye: Considerations When Selling the Family Business

Selling a business can pose numerous challenges for its owners, management team, and employees. The challenges are often greater when the business is family owned and a significant aspect—and in some cases the focal point —of a family’s life for many years, or even decades, is being sold to a third party.  However, the actions that the business owners take before, during, and after a sale can greatly help the family to overcome those challenges and reduce the potentially negative effects of the sale process on the family and the business

 

 

About the Presenters: 

 

 

Nicholas Stawasz, Partner, Pepper Hamilton LLP

Selling a business can pose numerous challenges for its owners, management team, and employees. The challenges are often greater when the business is family owned and a significant aspect—and in some cases the focal point —of a family’s life for many years, or even decades, is being sold to a third party.  However, the actions that the business owners take before, during, and after a sale can greatly help the family to overcome those challenges and reduce the potentially negative effects of the sale process on the family and the business.

 

Carrie Seligman, Esq., LL M, CFP, Managing Director, Wealth Strategies Advisor, U.S. Trust, Bank of America Private Wealth Management

Carrie Seligman is a managing director and senior wealth strategist at U.S. Trust, Bank of America’s Private Wealth Management. In this role, Carrie provides wealth management guidance and helps clients reach their individual goals in financial planning, estate planning, insurance, tax, risk management, and philanthropy. She coordinates with the client’s team of advisors and conducts periodic reviews to monitor progress and review new legislation, ideas, and solutions to be considered in an ever-changing planning environment. Prior to joining U.S. Trust, Carrie held a similar position at the Boston group of Northwestern Mutual Life Insurance Company. Prior to that role, she served as corporate counsel for her family-owned company. Carrie earned her B.A. in Social Work from Skidmore College, a J.D. from UNH School of Law, and a L.L.M. in Taxation from Boston University. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. She is a member of the Boston Estate Planning Council and the Family Firm Institute.  She also holds certificates in Family Business Advising (CFBA) and Family Wealth Advising (CFWA) issued through Family Firm Institute, Inc. Carrie does not provide legal advice in her role at U.S. Trust.

 

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