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EVENT DETAILS


Virtual Event - XPX Fairfield - Covid-19: Reassessing the Exit Planning Environment

  • April 17, 2020
  • 8:30 AM - 9:30 AM
  • Virtual - connection details sent upon registration

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The exit environment has changed considerably in a very short period of time.

  • How will the business “pause” impact valuations and activity?
  • What actions should owners and advisors take now?

Hear from four experienced advisors as they share their best advice for navigating these uncertain waters:

Our Panel:

Michael Clear, Trust & Estate Attorney - Principal at Wiggin and Dana

Michael is the Chair of the Private Client Services Department at Wiggin and Dana. Michael regularly counsels clients on the far-reaching financial implications of estate planning. Michael’s estate planning practice includes assisting individuals and families in tax-efficient and practical estate and gift planning. Michael also assists business owners with succession planning, by presenting to family groups on business/estate planning matters and by preparing business entities, shareholders’ agreements, and buy-sell agreements. He often facilitates the sale or purchase of business assets. He is also a trained counselor with insight into the family dynamics these matters can effect.

Ramsey Goodrich, Investment Banker - Managing Partner at Carter Morse & Goodrich

Ramsey W. Goodrich is a Managing Partner at Carter Morse & Goodrich and brings more than 25 years of experience advising business owners of privately held middle market companies on M&A and capital transactions. Over the course of his career, Mr. Goodrich has advised on more than 100 transactions totaling more than $3.5 billion in value.

He is an active speaker on M&A and Capital transactions, having given dozens of presentations to corporations, associations and trade organizations and is a regular speaker at industry conferences around the country. In 2019, he was awarded the Thomas Farrell Memorial Award from M&A Advisor given “to the individual chosen by their peers to have made the most generous contribution to the advancement of our industry.”


Brad Hardy, Commercial Banker - Senior Vice President Enterprise Banker Connecticut and Western Massachusetts Market at KeyBank

Bradley Hardy serves as an Enterprise Banker responsible for developing new and expanding existing relationships with commercial customers throughout KeyBank’s Connecticut and Western Massachusetts markets with annual revenues of $25 million or more. He is an established lending professional with a proven track record of providing tailored financial solutions to middle market clients looking to expand or develop their business.

Prior to joining First Niagara Bank in 2015, the predecessor to KeyBank, Brad spent 17 years at Wells Fargo in New York City, serving as a Senior Vice President and Managing Director for middle market lending.


Moderator:

Gail Harris, CFP®, CIMA® Wealth Advisor - Wealthspire Advisors

Gail Harris is a Senior Vice President with Wealthspire Advisors, a $10B RIA headquartered in NYC. Gail has been providing comprehensive wealth advice for over 20 years. Her passion is helping clients make financial decisions consistent with their goals, values, and resources by taking a comprehensive approach that considers investments, estate planning, tax, insurance, cash flow and charitable planning. She particularly enjoys guiding clients through major life transitions such as selling a business.

Prior to joining Wealthspire, Gail had tenures with Merrill Lynch, US Trust, Key Private Bank, and a large Single Family Office. After graduating Oregon State University, Gail served as an officer in the U.S. Navy.


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