Confidential Business Owner Briefing
Planning and Executing a Successful Liquidity Event
| Date: |
September 27, 2011 |
| Time: |
9:30am – 1:30pm |
| Location: |
Cape Fear Country Club, 1518 Country Club Rd Wilmington, NC 28403
(click HERE for directions) |
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Agenda
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| 9:30 - 9:45 |
Welcome and Introductions |
| 9:45 - 10:30 |
Private Company Valuation and Alternative Liquidity Strategies
Michael Jacobs; Jacobs Capital and UNC Kenan-Flagler Business School
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| 10:30 - 11:00 |
Legal Considerations for Exit Strategies
Berry Trice; Murchison Taylor
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| 11:00 - 11:10 |
Break |
| 11:10 - 11:50 |
Tax Considerations for Exit Strategies: Proactive Planning
Ricky Godwin; RSM McGladrey
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| 11:50 - 12:30 |
Asset Allocation to Satisfy Post-Exit Needs
Scott Winslow; First Citizens Bank
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| 12:30 - 1:30 |
Lunch |
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CHAPEL HILL OFFICE
Mail:
P.O. Box 9925
Chapel Hill, NC 27514
Deliveries:
5517 Durham-Chapel Hill Blvd., Suite 1500
Durham, NC 27717
Phone:
(919) 753-1512
Fax:
(919) 869-1587
Email Us
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