Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present the topic “Pathways to Liquidity: Advising Your Clients in Monetizing Their Illiquid Wealth” at the Thursday mid-day program (October 23th).
With the current uptick in the economy and the demographic realities of baby boomer business owner transitions, estate planners have a client base that may be seeking to monetize their investment in their closely held businesses. Many business owners immediately assume that means an outright sale. However, there are other liquidity options to consider.
This session will cover these various liquidity options including dividend policy, partial sales to insiders, employee stock ownership plans, private equity investors, as well as third party sales.
For a copy of the handouts, click here.
Mercer Capital is an Institute Sponsor and is also exhibiting. For more information about the Institute, click here.
Matthew R. Crow, CFA, ASA. Matt is president of Mercer Capital and provides corporate valuation services related to corporate planning and reorganization, transactions, employee stock ownership plans, and tax issues. Matt is active in valuations related to asset management firms. Along with Brooks K. Hamner, CFA, Matt publishes research related to the asset management industry.
Matt holds the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers and is a member of the Business Valuation committee. He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
Nicholas J. Heinz, ASA. Nick leads Mercer Capital’s Valuation Services team. Nick has extensive experience in providing valuation and corporate advisory services for purposes including estate and gift tax planning and compliance matters, mergers and acquisitions, fairness opinions, solvency opinions, employee stock ownership plans, buy-sell agreements, and corporate planning and reorganizations. Nick is an active member of several professional organizations including the ESOP Association, the National Center for Employee Ownership, and the American Society of Appraisers. He serves as an officer in the New South Chapter of the ESOP Association.