Ownership Transition for
Privately Held Companies
Thursday, February 2, 2023
7:30AM - 9AM
A.C. Marriott Hotel | 125 Front Street | Worcester, MA
HIGHLIGHTS
  • The important "players" needed for the sale of a business

  • How to evaluate the value of your business based on industry type and market conditions

  • What to know about the Inflation Reduction Act and other tax developments
  • What to know when you are going to sell your business; timelines and to dos

  • How to protect your family's investments and ensure you are able to maintain your lifestyle
PANELISTS
Moderator
Partner, Mirick O'Connell
MICHAEL CASSATA
Investment Banker
Former Business Owner
Of Counsel, Mirick O'Connell
Chief Investment Officer
Rockland Trust
Senior Partner
Stowe & Degon
Managing Partner
Mirick O'Connell
Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed / Not Rockland Trust Deposits or Obligations / May Lose Value
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