5/13 Your Client's Business: Keep It or Sell It - Portsmouth, NH

As a business advisor, your clients may seek your professional guidance when they are at a strategic crossroad assessing whether to keep their business, transition it to a family member, or sell it.

Please join the Devine Millimet team for a free, half-day seminar, as we walk attendees through the significant topics affecting such decisions:

  • Transitioning the Business to Family Members
  • The Sale Process & Alternatives
  • Unique State Tax Considerations
  • Employee-related Concerns: Pre- and Post-Transaction

This seminar provides participants with 4.5 CPE credits.
On-site parking provided by Devine Millimet.
Space is limited- register today!

 

Speakers


STEVE COHEN, Esq., CPA, LL.M.
Moderator
Steve chairs our firm’s 15 person Mergers & Acquisitions team and has 30-plus years of experience advising clients on family transitions and outright business sales to third-party strategic and financial buyers, management teams, and ESOPs.

ANU MULLIKIN, Esq., LL.M.
Trusts & Estates
Anu is the chair of the Trusts & Estates team and advises clients with their succession planning while addressing complicated legal, tax, and personal issues as they arise. Anu will address various issues to be given consideration when business ownership is being transitioned to children.

JENNIFER RIVETT, Esq.
Trusts & Estates
Jen is a member of our Trusts & Estates team and handles all aspects of estate planning and administration. Jen will discuss gifting strategies that business owners should consider as part of their transition plan.

THEOFILOS VOUGIAS, Esq.
Trusts & Estates
Theo is a member of our Trusts & Estates team and assists business owners to create a tailored succession plan. Theo will discuss the necessary components of estate planning for business owners.

JASON E. COLE, Esq., CPA
Business Taxation
Jason is a member of our Tax team who works with businesses to create strategic initiatives and works to resolve complex regulatory compliance issues. Jason will be speaking about unique New Hampshire tax planning considerations, traps for the unaware, and liability concerns.

MARGARET "PEG" O'BRIEN, Esq.
Labor & Employment
Peg chairs the firm's Labor & Employment team and works with employers to solve complex employee-related legal issues. At this seminar, Peg will identify the key employment law concerns involved in completing a deal and ensuring success once the deal has closed.

 

cost

Free to Attend

credits

4.5 CPE Credits

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