Change-in-Control Considerations for Private Companies: Corporate and Executive Perspectives on Preparation for an Acquisition

Please join BNY Mellon Wealth Management, Morgan Lewis, and Grant Thornton for an in-depth roundtable discussion of best practices, considerations, and common issues associated with the acquisition of a privately held organization. This two-hour seminar will cover what to consider when undergoing a change in control from various perspectives.

Topics to be discussed:

• Preparations for a change in control from both the corporate and executive perspectives
• Impact of a change in control on employment arrangements
• Equity considerations
• 280G ("excess parachute payment") planning
• Tax implications of alternative acquisition structures
• Preparation for due diligence
• Tax savings, opportunities, and traps
• Individual tax implications for owners and executive

• Jerry Block, BNY Mellon Wealth Management
• William Stickney, Grant Thornton
• Michael Jackson, Grant Thornton
• Richard Aldridge, Morgan Lewis
• David Zelikoff, Morgan Lewis

To RSVP or for additional information, please contact Lori Stein at 215.553.3385 or lori.stein@bnymellon.com.

CLE Credit:
CLE credit in NY, NJ, and PA is currently pending approval.

CPA Certification:
Participants maintaining their CPA certification are eligible to receive 2 CPE credits.

Media Sponsor—Philadelphia Business Journal