Bank of America
Private Bank
Virtual Roundtable
2-Part Series
Entrepreneurs and
Family Businesses -
Prevailing in
Uncertain Times
Please be our guest for this 2-part,
value-packed, virtual series designed for
business owners and CEOs of small-mid size companies who want to maximize the value of their businesses
and/or exit on their terms.
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Part 1: Tuesday, September 1, 2020, 9:00 - 10:00am PT
Presented by: Melisa Silverman, Joe Strazzeri, and Shelley Lightfoot
- Determine what has happen to your business value (including IP assets)
- Business transition and/or succession planning in this market
- Tax, estate, and asset protection planning for the sale and/or transition of a business
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Part 2: Tuesday, October 6, 2020, 9:00 - 10:00am PT
Presented by: Joe Sands, Caroline Banzali, and Joe Strazzeri
- Business operations and tax considerations in the new normal
- Pivot and/or create new revenue streams
- Capitalize on a business (or line of business) that is doing well
- Building resilience for teams to emerge feeling grounded, energized, and connected
Please check the box(es) of the date(s) you will attend our Owners Roundtable Virtual Series. Provide the requested information and click the button at the bottom to receive the Access information. (Please note each session has unique access information.)
Note: If you have trouble with the registration form please do one of the following:
1. Send an email to Shelley at [email protected] with name, email, phone, and company.
2. Register directly on GotoWebinar using these links: