Taking Chips Off the Table—Preparing For The Liquidity Event
Presented By: Alex. Brown (A division of Raymond James) / Cendrowski Corporate Advisors
How can you ensure you’re prepared to get the most bang out of what likely will be the largest deal of your life—a liquidity event from either the sale or partial sale of a company? And what should you be thinking about as you plan for your family’s financial future? Hear from two entrepreneurs, a deal attorney, and wealth management specialist on what it takes to get a solid plan in place—and how long in advance of any transaction you should start planning.
Moderator:
Regional Executive - Managing Director, Investments
Alex. Brown
Roger manages the Chicago office of Alex. Brown and has over 20 years of experience working with families of significant wealth. As a Wealth Management Specialist, he focuses on the needs specific to business owners going through a liquidity event. Strengths include presale planning, assembling your professional team, asset protection, investment management, family office services, philanthropy and building your legacy.
Panelists:
President & CEO
Rose Paving LLC
Ed has more than 18 years of experience in sales, business development and management. Prior to joining Rose Paving, he held positions at The Edward Hines Lumber Co., including regional manager. He is responsible for setting the overall direction for Rose Paving and assisting in sales, marketing, and operational initiatives. In 2009, he accepted partnership in the company.
Managing Director
Cendrowski Corporate Advisors
Harry is a founding member of Cendrowski Corporate Advisors and a licensed CPA in Michigan, Illinois and Florida. He is a veteran of the private equity and venture capital industries as an investor, founder and advisor to several funds. He has served as an expert witness in numerous disputes, as court-appointed receiver for multimillion dollar estates and as the accountant to the trustee in high-profile bankruptcy cases.
