Recap of 06.27.23 CEO Forum – What Business Owners Need to Know about Realizing, Protecting and Transferring Wealth

On June 27, we hosted a CEO Forum, What Business Owners Need to Know about Realizing, Protecting and Transferring Wealth, at Rollins College. Attendees learned different ways to retain as much value as possible when transferring wealth, selling the business or pursuing other succession options.

Our three panelists, Douglas E. Starcher, Regina Rabitaille, and Peter Schoemann, are all partners at Nelson Mullins and experts in their respective fields. They shared insights on mergers and acquisitions, the administration of estates and trusts, corporate income tax strategy and more.

At the event, we also awarded Robert Newland of Newland Associates with the CEO Nexus Cup. Our congratulations to Robert and the entire team at Newland Associates.

In addition to our attendees and panelists, we’d like to thank our sponsors, Nelson Mullins Riley & Scarborough, AppleOne Employment Services, Center for Advanced Entrepreneurship at Rollins College, Entrepreneurs Alliance of Orlando and GrowFL for an amazing event.

Click here to view the original event post.

Click here (members-only) to view presentation materials.

Event Photos

click on an image to view larger