Show Me the Money: Evaluating and Quantifying Liquidity Options for Owners of Privately Held Businesses

Philadelphia Country Club (Gladwynne, PA)

A panel of industry professionals will discuss various liquidity options facing business owners today. The program will cover an array of ownership-transition strategies, their impact on taxes and how the choices made can impact wealth on an after-tax basis over time. Even if you aren’t currently selling your business, you will gain valuable insight from advisors who have worked with many business owners.


  • Travis A. Allen | Senior Portfolio Manager and Director, Bernstein
  • Fred Massanova | Partner, Baker Tilly LLP
  • Dick Thatcher | Managing Director, Fairmount Partners LP
  • Ryan Udell | Partner and Co-Chair, Corporate and Securities Group, White and Williams LLP
  • Chuck Lynch | Principal, Bernstein (Moderator)

Tuesday, November 29, 2016 | 5:30 PM - 7:30 PM
Panel Discussion and Networking

Philadelphia Country Club | 1601 Spring Mill Rd | Gladwynne, PA 19035

RSVP to by Friday, November 25.


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