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Session C

Securing Multiple Bites at the Apple With Your Family Business

Presented By: UBS

Determining the future of the business your family owns is one of the most important decisions you can make—especially when transition to the next generation isn’t on the table. But when your options include partial sale, and even multiple sales of the company, suddenly, you can increase the liquidity event gains and solidify your legacy. Join two family business leaders and an M&A advisor as they share their stories.

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.

Moderator:

William Murphy
Managing Director
UBS

Bill Murphy has built a practice of highly accomplished advisors and investment specialists whose knowledge, integrity and accountability is focused on providing an elite client experience. Bill has been a Forbes Best-in-State Advisor for 2018 and 2019. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill delivers investment guidance and financial education to multigenerational families, entrepreneurs, C-suite executives and select organizations.

Panelists:

Chris Copley
CEO
Capital Anesthesia Solutions
Deborah May
Founder & President
Wholesale Supplies Plus

Conference Location

Dealmakers Conference
Cleveland, Ohio
Tel: (800) 988-4726