BNY Mellon Lunch & Learn: Preparing for the sale of your business

Register Here: https://www.eventbrite.com/e/bny-mellon-lunch-learn-preparing-for-the-sale-of-your-business-tickets-145695869267

Preparing yourself, your company and your employees for the sale of your business, even if you are not selling today.

About this Event

From how to value your business to the pros and cons of hiring an investment banker, expert panelists Kurt Steinkrauss and Matt Santangelo will walk through the sale process, including the Letter of Intent stage through the definitive purchase and sale agreement. Whether you are preparing your business for a sale or curious what it may look like in terms of income, gift and estate tax considerations, you won’t want to miss this opportunity to explore every consideration of selling your business.

Register free today, access links provided pre-event.

More on the panelists:

Kurt Steinkrauss, Attorney in the Private Client Group Mintz, chairs the Mintz Closely Held Business Group and co-chairs the Private Equity Practice. He has significant experience helping individuals and families develop and implement successful estate planning strategies. He often counsels closely held businesses, start-ups, and emerging companies on corporate governance matters as well as sales, acquisitions, and M&A transactions. Kurt is an experienced speaker and lecturer, and he regularly contributes articles to national and regional business and law publications.

Matt Santangelo serves as the Director, Regional Head of Client Strategies & Business Development New England at BNY Mellon. Matt holds the Certified Trust & Financial Advisor (CTFA) and Trust & Estate Practitioner (TEP) certifications, and he is actively engaged with many community organizations, such as The Steppingstone Foundation, U.S. Naval War College Foundation, the USS CONSTITUTION Museum, Boston Estate Planning Council, and Estate Planning Council of Rhode Island. He also served on the committee that drafted the present Massachusetts Trust Code. Before joining BNY Mellon Wealth Management Matt worked at Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects. Prior to joining Northern Trust in 2011, Matt spent nearly 15 years at Merrill Lynch as a Senior Trust & Estate Specialist. Earlier in his career, he worked at Merrill Lynch Trust Company as a Personal Trust Administration Officer and at Bessemer Trust as a Trust Administrator for the Client Relationship Management Group.