Monday, June 25, 2018 from 8:00 AM to 10:00 AM EDT
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U.S. Trust 
114 West 47th Street, 9th Floor
New York, NY 10036

Driving Directions 


Daphne Davis 
Vistage Worldwide, Inc. 


Why You Need an Exit Strategy Today 

Please join us for this breakfast forum for Tri-State Vistage CEOs and Business Owners on Why You Need an Exit Strategy Today. Maximizing the value of your business starts with what you do TODAY! 

 This exclusive event is only for Vistage members and qualified guests.

Whether you want to keep running your business, sell your company, pass it on to the next generation of family owners or transition to your management team, there are things you can and should be doing now – and on an ongoing basis. There is nothing to gain by hesitating to take those steps.

We have assembled a top notch panel of Vistage experts to teach you everything you need to know to maximize the value of your business with your exit strategy in mind.

Our panel will address:

  • The timing of your exit and implementation of your succession plan
  • Preparing your company “for sale” and the selling process
  • How your business may be valued
  • Structuring your exit to achieve tax efficiencies
  • Your adoption of wealth preservation techniques for the post-sale period

Discussion and Q&A with our Panel of Experts:

  • M&A Business Attorney: Alan Gaynor, Tarter Krinsky & Drogin
  • Accountant: Steve Nicokiris, CBIZ
  • Trusts and Estates Attorney: Joann Palumbo, Tarter Krinsky & Drogin
  • Managing Director, Senior Portfolio Consultant: Neal Elkin, U.S. Trust
  • Valuation Consultant: William J. McDevitt, CPA, CVA, Wilkin & Guttenplan
  • Outsource CFO: Jeffrey Appleman, B2BCFO
  • M&A Advisory: Mark Taffet, Mast Advisors

Presented by Vistage International.


Monday, June 25, 2018

8:00 am - Continental Breakfast

8:30 am – 10:00 am Presentation