ACG NJ Member Forum Meeting, January 11, 2018

Event Details

When:

January 11, 2018 8 AM - 10 AM EST

Where:

Location Name

BNY Mellon Wealth Management

Location Address

1 Giralda Farms
Madison, NJ 07940
United States

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Overview

Body

Member Forum Meeting

Networking light breakfast will be served

Pre-Transaction Planning

Are you ready to sell?
Market analysis
Transfers to family members (2704 Proposal)
How to assemble a deal team
Terms - asset sale / stock sale / tax proposals
Buyer - strategic / financial
What is the after-tax number needed to support post-sale lifestyle?

Sponsored and Hosted by ACG NJ Member:

Clare McCoy

Wealth Director
BNY Mellon Wealth Management

Presented by:

Edward Mooney JD

Family Wealth Strategist

BNY Mellon Wealth Management

Hosted by: ACG

Chapter

New Jersey