Executive Briefing: Creating Enterprise Value, M&A, and Wealth Planning


November 29, 2017
7:30am — 9:30am

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

Creating enterprise value is both a short and long term executive priority. Building a plan and a team designed to maximize ongoing valuation and flexibly respond to dynamic M & A markets and Wealth Planning priorities is important for Owner Presidents, CEOs, and CFOs. You are invited to join us for a robust briefing and discussion around these topics.

Panelists will include:

Derek Mohamed, Managing Director-Wealth Management, Merrill Lynch, Pierce, Fenner & Smith, Inc. - @MerrillLynch

Michael Stowe, Partner, Stowe & Degon LLC - @StoweDegon

Shannon Zollo, Partner, Morse