November 15, 2023 4:30 PM - 6:30 PM PST
Washington Athletic Club - Crystal Ballroom (3rd Floor)
Join us on November 15 as we hear from an outstanding panel pre-planning ahead of a business transition…what business owners and their advisors need to consider prior to starting a business transition process. With rising interest rates, lower expected valuations, and changing tax laws, there are a number of key factors to consider well in advance.
Cocktail reception begins at 4:30 pm and the panel discussion begins at 5:00 pm and concludes at 6:00 pm followed by networking until 6:30 pm at the Washington Athletic Club in Seattle. Panel features: Taylor Marsh, Director of M&A Investment Banking, BMO Capital Markets; Susan Schalla, Partner, Carney Badley Spellman; Ryan Szczenpanik, Senior Family Wealth Advisor, BNY Mellon; and Keegan Wiens, Manager, CLA Seattle; and moderated by Billy Gibbs with BNY Mellon.
Hosted by: ACG