How Alternative Investments Can Help an Owner After the Sale of a Business

WASHINGTON CHAPTER EVENT

How Alternative Investments Can Help an Owner After the Sale of a Business


Many business owners don’t “trust the stock market,” yet they need to invest the proceeds from their business sale to ensure their financial security, family legacy and to accomplish their life goals. While stocks and bonds should have a place in a properly diversified portfolio, they aren’t the only asset classes an owner should consider as part of a truly well-balanced portfolio. Other options like commodities, real estate, asset backed loans, private equity, etc., offer unique risk/reward characteristics that owners should be aware of.   

 

Learning Objectives:

  • What are alternative investments?
  • Learn the role niche alternative investments can play to enhance income/reduce risk in an owner’s investment portfolio,
  • How illiquid investments can work to an owner’s advantage if structured properly.
  • How tax harvesting strategies can be implemented years in advance of sale to accumulate capital losses.
  • 1031 Alternative Investment Options

 

About the Presenters:

Learn from industry experts Corina Davis and Ben Duenwald.

Meet the Presenters

Thank you to our Sponsors!

This event will be held at the Merrill Lynch Conference Room Floor 22, Rainer Square Tower.

Address: 401 Union Street, Seattle, WA 98101

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Washington 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.EPIWashington.com

About the Presenters


 

Corina Davis

Corina Davis

Managing Director and Wealth Management Advisor, Merrill Lynch

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Ben Duenwald

Ben Duenwald

Wealth Management Advisor, Merrill Lynch

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