Exit Options in the Current M&A Landscape

ST. LOUIS METRO CHAPTER EVENT

Exit Options in the Current M&A Landscape


Having navigated the COVID-19 pandemic, and with tax changes looming, many entrepreneurs are using this period of time to contemplate their business succession plan.  In business, and in life, change is a constant. Business owners should regularly review their personal transition plan to ensure that it is optimized for the current state of the business and the overarching tax environment. During this event, we will highlight 2 of the most common avenues by which businesses pursue transition.

  1. Sale to a 3rd party
  2. Employee Stock Ownership Plan (ESOP)

In this session, you will hear from experienced veterans in the exit planning industry about the current M&A landscape, what deals are getting done, and best practices to consider when exiting a business.

 

Learning Objectives:

  • Current market update
  • What is working and what isn’t
  • Best practices
  • Various exit options

 

About the Presenters:

Learn from Drew McLaughlin, CEPA, Financial Advisor at UBS Private Wealth Management, and Keith Apton, CEPA, Managing Director of Wealth Management at The Capital ESOP Group.

Meet the Presenters

 

Registration is free! Thank you to our sponsors:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIStLouis.org.

About the Presenters


Drew McLaughlin, CEPA

Drew McLaughlin, CEPA

Financial Advisor at UBS Private Wealth Management

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Keith Apton, CEPA

Keith Apton, CEPA

Managing Director of Wealth Management at The Capital ESOP Group

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