CEO Workshop — What Business Owners Need to Know...

Agenda — Networking, Breakfast, Expert Panel, Presentation

You have spent a sufficient amount of time, effort and money creating a valuable business. As you consider exit and succession options, you want to make sure you realize as much of that value as possible.

Listen to a panel of seasoned legal professionals explain how you can use tax and estate planning to minimize the tax exposure for your business at sale, shift value to your heirs and beneficiaries in the most favorable manor, and achieve maximum efficiency from charitable giving.

Douglas E. Starcher

Doug successfully manages mergers and acquisitions and has been recognized by the M&A Advisor in New York as the Seller’s Attorney on the 2015 Technology Deal of the Year over $250 million and again in 2018 on the Financials Deal of the Year. Doug serves as outside general counsel for entrepreneurs and growth companies. He regularly counsels clients as a trusted advisor with regard to organizational structuring, capitalization, contracts, technology licensing, and business strategy.

Regina Rabitaille

Regina focuses her practice primarily in the areas of probate, trusts and estates, and transfer tax controversy matters. This includes, without limitation, handling the full gamut of the administration of estates and trusts, preparing gift and estate tax returns, planning for the succession of closely held or family business, drafting sophisticated estate plan documents, asset protection planning and handling, contested tax matters in the transfer tax area, contested matters of will, and trust administration and interpretation.

Peter Schoemann

Peter's areas of focus include corporate and tax. His corporate practice includes formation of corporations, limited liability companies and partnerships, operating matters, private offerings, and mergers and acquisitions.

Peter's tax practice includes representation of clients with respect to corporate income tax matters (including tax–free reorganizations), partnership tax matters, tax–exempt organization matters, individual income tax matters, and state and local tax matters. He also counsels clients on the tax effect of various formations, equity offerings, acquisitions, and other transactions. His corporate and tax practice also include structuring and implementing ownership of complex business ventures, such as complex real estate developments.

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About CEO Nexus

CEO Nexus is committed to serving business owners and executive teams leading growth-oriented, second-stage businesses. Our facilitated peer roundtable program utilizes the CEO Nexus Content Model, which focuses on leadership, sales, operations, and finance. The program is structured to enhance Your Ownership Journey™.