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



November 29, 2017 — Wednesday
7:30 am — 9:30 am

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