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Planning for the Future While Reflecting on the Past: The Top 10 Considerations for Closely Held Businesses

November 10, 2015–New Orleans, LA


Abbot Downing and Wells Fargo hosted a panel discussion to explore key topics impacting business owners today. Areas explored included an update on merger and acquisition trends and perspectives, maximizing business value through tax and estate planning considerations, managing the overlap between business and family relationships, and preparing next generation leadership in the business. Panelists include Kevin Sullivan, managing director at Wells Fargo Securities; Lester Law, director at Abbot Downing; and Pat Armstrong, senior director of Family Dynamics and Education at Abbot Downing and will be moderated by Arne Boudewyn, managing director of Family Dynamics and Education at Abbot Downing.