IMA Hartford Providence - Virtual: Exit Planning Demystified: Tax Ramifications & Strategic Consider

When:  Jan 21, 2025 from 06:00 PM to 07:15 PM (ET)
Associated with  NorthEast Regional Council

IMA

Please join us for the IMA Providence and Hartford Chapters: Exit Planning Demystified: Tax Ramifications and Strategic Considerations on January 21, 2025 at 06:00 PM EST

 

This session will cover tax ramifications and strategic considerations. 

Field of Study: Tax

CPE being offered: 1

 

Registration is mandatory to participate. To ensure accurate CPE reporting, please provide your correct IMA member number as listed in your IMA membership profile. Your first and last name should also be as per your IMA profile. If any details are incorrect this could delay your CPE credits being reported to your transcript and error with your certificate of attendance.

Non-IMA members, put "N/A" in Member number field.

 

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Speaker:

Lauren Altschuler

CBI - M & A Advisor, Touchstone Advisors

With over thirty years in sales and leadership roles advising business owners in growth strategies, Lauren is an award-winning business sales expert and seasoned M&A Advisor with Touchstone Advisors, a premier M&A advisory firm in the Northeast. Lauren specializes in delivering top-tier services in the lower middle market segment.

In her role, she upholds the utmost confidentiality and caters to the distinct requirements of her clients, who primarily consist of privately held and family-owned businesses. Her approach involves an in-depth understanding of each business, aiding owners in enhancing their business value and discreetly marketing their ventures on a national scale. This process is tailored to maximize shareholder value through a competitive and comprehensive strategy.

Lauren’s background encompasses robust leadership experience in business, marketing and sales. She is one of a very few M&A Advisors holding the prestigious Certified Business Intermediary (CBI) designation. A strategic business visionary providing tailored solutions to clients, she leverages her exceptional negotiation, acquisition, and integration skills to facilitate successful transactions and maximize value for both parties.

Her commitment to clients goes beyond the transaction phase. She is devoted to their long-term financial prosperity, making sure that the sale of their business marks a significant step in fortifying their financial future. The thorough and diligent management of the sale process is a testament to her dedication to excellence and the success of her clients.

Providence and Hartford Chapters: Exit Planning Demystified: Tax Ramifications and Strategic Consideration

Location

Online Instructions:
Url: http://event.on24.com/wcc/r/4819130/B615E7C003590611603ABF6F48905320
Login: http://event.on24.com/wcc/r/4819130/B615E7C003590611603ABF6F48905320

Contact