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                GROWTH. TRANSFER. LEGACY.

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XPX Fairfield - The Deal closed so what’s next? – Owner considerations for life after the transaction (management transition plan, owner legacy, charity)

  • November 15, 2019
  • 7:30 AM - 9:30 AM
  • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT

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After the frenzy of preparing the business for transfer, completing due diligence and negotiating the transaction, the deal closes. The transaction advisors then move onto the next deal. But what happens next for the owner? What advisors are now part of the owner’s team?

  • What issues, opportunities and challenges arise now that the owner’s balance sheet shifts from business wealth to liquid wealth?
  • What role does charity serve in this “next phase” for the owner?
  • How does the owner’s pre-exit planning influence this outcome?
  • If proper planning wasn’t done before the exit, what options remain?

Understanding life after the deal can bring clarity to full exit experience and help all advisors throughout the process provide better counsel to their clients. By beginning with the end in mind, and bridging the before and after, we not only help the clients avoid regrets, we can help them avoid pulling out of a transaction for fear of the unknown.

Our Speakers:

Nicole R. Hart, J.D. - Trusts & Estates Director, Sontag Advisory, LLC

Prior to joining Sontag Advisory, Nicole’s legal practice was focused on estate planning, fiduciary trust law and non-profit law. She began her legal career with White & Case LLP, and then later moved to Davis & Gilbert LLP. In her current role, she advises clients in a variety of areas, including estate and tax planning, special needs planning, and charitable planning. In addition, she oversees the administration of trusts. Nicole’s approach to estate planning combines technical expertise with practicality, and a passion for helping clients and their families.

Nicole received her BA from Binghamton University, and her J.D from the University of Buffalo Law School.

Gregory T. Rogers - Founder & Managing Partner, RayLign Advisory LLC, Greenwich CT

Greg is one of the leading strategic thinkers and family dynamics facilitators to the long-term well-being of Enterprising Families. He founded RayLign in 2004 as a strategic consulting business for families with shared interests in operating businesses, family offices, trusts, foundations, and investment partnerships. RayLign’s consulting frameworks include Greg’s perspectives having lived through the sale of his own family business.

Greg is a Board Member at the Ackerman Institute for the Family, a member of Purposeful Planning Institute, Collaboration for Family Flourishing, TIGER21, and LeveragedWisdom.

Greg has an MBA from NYU’s Stern School of Business, and a BA from Brown University.

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