Pre Transaction Planning Event
February 10, 2016
7:30 a.m. to 9:00 a.m.
Manchester, New Hampshire
Business and personal interests are often interconnected, so when the owner of a closely-held business is contemplating a sale, financial and legal advisors are powerful team members that can help identify and implement value-enhancing planning strategies for their entrepreneurial clients.
In this two-part session, McLane Middleton and Baldwin & Clarke will discuss critically important pre-transaction considerations for owner-managers illustrating the importance of coordinating your personal and corporate planning.
McLane Middleton’s legal experts will walk through the effective use of valuable planning vehicles (i.e. grantor-retained annuity trusts, charitable remainder trusts, asset protection trusts, ESOPs, etc.) for the achievement of a business owner’s personal, family, and charitable goals while Baldwin & Clarke’s financial specialists will share vital business preparation thoughts to both optimize value in a sale as well as mitigate the risk of a failed transaction.
With the recognition of such an important milestone in a business owner’s life, McLane Middleton and Baldwin & Clarke’s pre-transaction preparation seminar is designed to provide a powerful roadmap for a successful, long-term business transition.
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Senior Managing Director
Baldwin & Clarke Corporate Finance
Spencer Adams is an accomplished finance professional with over 18 years of experience as an investment banker, corporate executive and consultant. Spencer helps lead Baldwin & Clarke’s M&A and capital markets efforts for entrepreneurial clients in the small and middle market sectors. He has advised dozens of companies on a wide range of corporate finance and strategic initiatives and acted as lead banker on transactions with aggregate value in excess of $3 billion. In addition to his investment banking background, Spencer has also served as CFO of two emerging software companies and presently teaches as an adjunct professor of finance at Babson College.
Over the last 25 years, Steve has devoted his practice to advising on business, governance and tax planning, transactions, business succession and sophisticated executive compensation. Also a CPA, Steve advises high net worth individuals, families, and fiduciaries on estate planning, trust administration and wealth preservation. He also serves as counsel for the trustees of significant charitable, educational, and tax-exempt institutions, offering advice on fiduciary, governance and tax matters.