maps's Local Seminars & Events Near You!

Our Educational Seminars Are Presented by the Nation's Best Advisors Who Specialize in Business Ownership, Management and ESOP issues
  • NCEO ATL 2018 Director Gathering
    Sunday, Mar 18, 2018 1:00pm-4:00pm

    Dear Business Owner or Key Executive:

    We know you have a qualified retirement plan for your staff. Do you have a plan for both you and the company?  Are your assets all tied up in your company?  Do you need help to finance a buy out?  Want to diversify your business assets while reducing taxes?  Do you want to provide security for your family, employees and yourself?  Sign up today for a seminar program to learn more.  We have assembled some of the best advisors in the country, some who happen to live nearby, to educate you on ways to meet the needs of you and your family, as well as your employees.  Our goal is to help you sleep better at night knowing your business, retirement and succession goals are met.

    Join us for an informative learning experience for only $99.00, including breakfast and lunch! Are you last minute?  Our "at the door signup" price is $125.00.  We offer full refunds if notified 7 or more days BEFOREthe event date.  Seats are limited.  You must bring your printed ticket to the event

    Our nearby Advisors and Speakers:

     Atty Diane Bell   Atty Greg Brown Atty Dave Ackerman Chris Best Acclaro Valuations Atty Dan Lange Merri Ash Danielle Montesano Tom Potts Harvey Katz Ken Serwinski John O'Brien Rocky Fiore Carla Klingler Atty Rob Brown Atty Mark Kossow Atty Rob Schatz  Atty Rich Glassman Chuck Coyne Atty John Kober Atty Peter Jones Atty Tim Jochim Atty Mike Canan Atty David Ottinger  Aaron Pryor Jonathan Ayer  Marcus Piquet CPA Christopher Kramer,   Robert Hicks   Atty Kevin Long    Marcus Piquet CPA Jeremy Pelphrey   Atty Marc Schechter  Mike Ellington  Craig Dart



    Our half day program outline:

    7:30 Breakfast

    8:00a Introductions/Opening Remarks

    • Ownership/Management Succession: "How to Provide for Family, Management, and Personal Goals"
    • Business Liquidity Alternatives: "Sale, Merger, Management Buyout, Redemption, Going Public, Probate Court
    • Key Employee Incentives: "Qualified vs Non-Qualified, Synthetic Equity"
    • C vs S Corp Differences: "What works for you? Tax Free or Deferred Strategies"
    • Financing an ESOP or Other Transactions: "Banks, Self Financing, Cash Flow"
    • Valuation Considerations: " Valuation Process, Methods, Discounts/Premiums, Rules to Follow"
    • The ESOP Process: "Feasibility Study, Selecting the Right Advisors, Due Diligence, and Negotiating to Close an ESOP Transaction"

    12:00-1:30  Lunch and Ask the Experts

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