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

November 08, 2011
08:00 AM - 10:30 AM

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
Tuesday, November 8th, 2011
8:00–8:30 am | Registration and breakfast
8:30–10:30 am | Presentation

Philadelphia Country Club
1601 Spring Mill Road
Gladwyne, PA 19035

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