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Don't Miss "Exit Planning: A Collaborative Approach CLE & Networking Reception" - Business Law News

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Business Law News


Posted on: Apr 10, 2015

By David W. Barrett, Faegre Baker Daniels LLP

An owner’s exit from his or her business is likely to be the most important transaction the business will ever undertake. Although it is possible to get lucky and have the perfect transaction fall into your lap at exactly the right time, careful planning most often leads to the best exit outcomes. Business owners often receive independent advice from various practitioners.

Exit Planning: A Collaborative Appraoch CLE & Networking Reception brings together three very experienced practitioners who are used to working in teams as part of the planning and execution of coordinated exit strategies. This will be an interactive panel discussion. Julie Weaver of Regions Private Wealth Management will provide the estate planning perspective, I will provide the corporate law perspective and Brian Baker of City Securities Corporation will provide the investment banking perspective. Although each panelist will focus on his or her area of expertise, each will talk about the importance of advisors working together to create a cohesive plan for the client. They will also talk about the various types of structures that these transactions take.

The presentation will revolve around a hypothetical fact pattern that includes the possibility of the company being sold to a key employee group. You will learn about some of the structuring alternatives, as well as trends and recent information regarding how various exit strategies are typically financed. Most importantly, you will see in action the importance of the interaction between estate planning and corporate attorneys, as well as the important role other advisors play in the process.

Register today for this CLE on Tuesday, April 21 from 4 to 7 p.m. for great information and a great networking opportunity immediately following.

This post was written by David W. Barrett of Faegre Baker Daniels LLP. If you would like to submit content or write an article for the Business Law Section page, please email Rachel Beachy at rbeachy@indybar.org.

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