Author: The NYBB Group

“ESOPs as an EXIT PLANNING TOOL” Presented by: Joseph E. Godfrey III, MBA, CLU, AEP and Lloyd S. Foight, MBA, CPA THE ROSS COMPANIES Date: Thursday, June 9, 2016 Time: 8:00AM-10:30AM Networking: 8:00AM-8:45AM Committee Meeting: 8:45AM-9:00AM Special Presentation: 9:00AM-9:50AM Networking: 9:50AM-10:30AM Sponsored by: Gregory Hoffman, TD Bank, Vice President Commercial Banking Group – Relationship Manager Location: Beatriz Pallares, Relationship...

Deals fall apart for many reasons – some reasonable, others unreasonable. For example: • The seller doesn't have all his financials up to date. • The seller doesn't have his legal/environmental/administrative affairs up to date. • The buyer can't come up with the necessary financing. • The well known “surprise”...

Personal Goodwill has always been a fascinating subject, impacting the sale of many small to medium-sized businesses – and possibly even larger companies. How is personal goodwill developed? An individual starts a business and, during the process, builds one or more of the following: • A...

The closing is the formal transfer of a business. It usually also represents the successful culmination of many months of hard work, extensive negotiations, lots of give and take, and ultimately a satisfactory meeting of the minds. The document governing the closing is the...

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