When

November 20, 2015 — Friday
7:15 am — 9:45 am

Where

Morse Waltham Office, 230 Third Avenue, 4th Floor, Waltham, MA, 02451

The 3rd and final event in our 2015 M&A Series will focus on selling the family business. In addition to the usual transactional concerns including taxes and liability limitation, a sale of the family business often brings a host of issues such as family relations, loss of employment and other aspects that tend to be more “personal” than in other transactions. 

Join Morse and a panel of experienced transactional professionals for a lively, interactive discussion on the unique issues that come up in the sale of the family business and how best to deal with them.

Breakfast and networking included. 

Moderated by:
Mark Tarallo – Member, Morse

Panelists:
Jeff Mortimer – Director of Investment Strategy, BNY Mellon Wealth Management
Kenneth Serwinski – CEO, Prairie Capital Advisors
Caleb White – Partner, Newport Board Group LLC