Wed, Sept 30 |  Webinar

DRMA Lunch & Learn:
Mergers & Acquisitions - 
Where to Start with Your Next Transaction
PRESENTED BY
 
 
 
WHEN

September 30, 11:30 AM - 12:30 PM

ATTEND

Virtually

(Login information will be sent after you register.)

EVENT DESCRIPTION

Join us for our third installment of the Mergers and Acquisitions webinar series.  During this session, Nick Amos, a wealth manager with Merrill Lynch, will discuss the importance of reviewing the valuation and tax analysis with your financial advisor to determine if the funds you will receive from the sale will be enough to fund the next phase of your life.  Mike Sander, owner of Sander Strategy, and Michele Mischler, a Certified Thomas™ Partner, will discuss what business owners can do if there is a gap between the business’ value and what they need to for retirement.  Michele and Mike will talk about how to build your sales and marketing pipeline, as well as increasing other business value drivers.

 

Do you have questions you would like covered in this four-part webinar series? Email them directly to at Kate Vriner Sunbelt Business Advisors.

Nick Amos, vice president and senior financial advisor at Merrill Lynch, has spent 18 years at Merrill providing wealth planning strategies for entrepreneurs, business professionals and retirees.  Nick and his team of advisors focus on helping families prepare for all possible outcomes from a tax, estate planning, investment, risk-management, and cash-flow perspective due to liquidity events.  His team has over 80 years’ combined experience in identifying solutions for the unique and complex issues during the succession planning process.

Mike Sander, has 30+ years of strategic planning, marketing and sales experience, and he brings Industrial companies’ in Southeast Ohio knowledge, processes and results to help grow their business. Combining his education (BSME, MBA) with roles in large fortune 500 and small privately owned companies, he helps analyze, plan and execute unique growth plans for each opportunity. Mike is the Principal of Sander Strategy LLC located in Springboro.

CONTACT

Melisa Whitehead

mwhitehead@daytonrma.org

937-949-4000

 
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