Pass the Torch (Without Getting Burned)
Date: Tuesday, September 22, 2026
Time: 11:30am - 1:00pm
Location: The Cannery-3803 Toulouse St, New Orleans, LA
Speaker: Nene Glenn Gianfala
Presentation Learning Objectives:
Upon completion of this program, participants will be able to:
- Identify essential exit and succession planning principles, timeline considerations, and risk-mitigation strategies necessary to safeguard organizational continuity and business value.
- Determine core business valuation metrics and methodologies—including EBITDA adjustments, value drivers, and the application of the Market, Income, and Cost approaches—in accordance with qualified appraisal standards.
- Compare various ownership transition pathways and deal structures (including third-party strategic sales, private equity recapitalizations, management buyouts, ESOPs, and family transfers) to balance owner liquidity versus ongoing control.
- Recognize current M&A market conditions, valuation multiple trends, transaction phases, and critical pitfalls to avoid during the sale of a business.
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Apply strategic estate, tax, and wealth preservation mechanisms—such as sales to Grantor Trusts, and Grantor Retained Annuity Trusts (GRATs), —to mitigate tax exposure and protect family wealth during business transitions.
