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DUE TO THE WEATHER CONDITIONS IN NEW YORK - Date change to Thursday, 12 March 2015


Hold Or Sell: Preparing the Family & Business for Future Liquidity Events or Multigenerational Transfer 

This private, intimate gathering in NY designed specifically for family business owners, will offer a unique environment in which they can gain expert advice on how best to prepare the business and the family for future liquidity events or multigenerational transfer.  

With capacity limited to no more than 15 family businesses, there will be ample time for questions and discussion between family members.

Effective coordination of the family estate plan, income tax planning for the business and family, and strategic preparation of the ownership structure can help family business owners on many levels, including:

  • Running the business with greater tax efficiency in preparation for a possible sale and increased EBITDA while in family ownership

  • Realizing a purchase price that fully reflects the company value while minimizing the tax basis and resultant corporate gain

  • Reducing the time for the sales process when and if the family decides the time is right for a sale

Early, informed decision-making can enhance the net proceeds on the sale of a family owned business dramatically.  

This new Campden Wealth roundtable will bring together family owners who have successfully navigated the sales process to share their experiences and lessons learned as well as explore effective tax efficiency strategies that can assist family businesses create value.  

And with expert input from taxation and accounting experts Garza & Harris, who have assisted over 1000 companies maximize their proceeds on the sale of their businesses, attendees will have a unique opportunity to ask questions in a private, closed-door environment.  
Some of the issues to be discussed by families partcipants at the meeting are listed here

To RSVP your place please email Simi at or call her on +44 (0)203 763 2800.