Buying and Selling a Closely Held Business
Speaker: Jim Aussem, JD, AEP
Date: Thursday, September 12, 2019
Time: 7:45 am Breakfast, 8:15 - 9:15 am Educational Meeting
Location: 550 E. Swedesford Rd., Wayne PA **This program will NOT be streamed to the Center City Location**
The baby-boomer generation is coming of age and realizing liquidity events transforming their businesses into investible assets from the sale of their enterprises. We explore the basic structures used by buyers and sellers in putting a deal together. The seminar also explains the steps a seller should take to maximize value and the due diligence a buyer needs to achieve a successful acquisition. Learn how ESOPs can be used to create liquidity for an owner and how it can create a market for an owner's shares in a closely held business.
Our Speaker:
Jim Aussem, JD, AEP, is a shareholder of Cavitch Familo & Durkin, Co., LPA, a member of its board of directors, and chair of the Business Practice Group. His practice is focused on mergers and acquisitions as well as succession planning, and estates, and trusts. Jim is a past president of the national Society of FSP and has served on the Board of the Foundation for FSP. He is past president of the Cleveland FSP Chapter, and received the Chapter’s Financial Service Professional of the Year award in 2014. Jim has been chosen as one of America's Best Lawyers every year since 2009 and for the past 5 years he has been chosen in two categories, Trust and Estates and Corporate Law. Jim has been designated as an AEP by the National Association of Estate Planners & Councils, and was presented with Baldwin Wallace University’s Distinguished Alumni Award in 2004