MCCM News

Planning for Retirement or Thinking of Selling a Business?

A Presentation offered by McConville Considine Cooman & Morin, P.C.,  Wilmington Trust, a division of M&T Bank and ValueCap, Inc.

If you’re like most business owners, you have worked hard to build your business and at some point in your life would like to benefit from the fruits of your labor. While you may not be ready to transition your business anytime soon, there are many things to consider well before you take the next step that will have an impact on your personal wealth.

This event will concentrate on topics related to this process:

• Importance of the exit planning process,
• Fundamental value of the business and the factors that impact its potential exit value.
• Creating a preliminary exit plan
• Creating a personal wealth plan that is corelated to your business exit plan,
• Legal considerations relative to exit planning (eventual transition)
• Options every business owner should consider when deciding how to approach transfer of his or her business either during lifetime or at death

THURSDAY, SEPTEMBER 19, 2024
Irondequoit Country Club
Check-In & Breakfast 8:15am – 8:50am
Seminar: 9:00am – 10:30am

MAXIMIZE YOUR BUSINESS VALUE WITH EXIT PLANNING

REGISTER TODAY
Last Day for Registration is September 10, 2024

PRESENTERS:

Ryan Pettinella (Vice President, Wealth Advisory- Wilmington Trust)

Dolly Donnelly (Director, Wealth Strategies – Wilmington Trust)

Dean LoBrutto (Founder and Chief Exit Officer - ValueCap, Inc.)

Lisa Wasson (Business Broker - ValueCap, Inc.)

Letty Laskowski (Senior Associate, Corporate Practice, McConville Considine Cooman & Morin, P.C )

Dan Williford (Partner, Trusts & Estates Practice, McConville Considine Cooman & Morin, P.C )

This publication is intended as an information source for clients, prospective clients, and colleagues and constitutes attorney advertising. The content should not be considered legal advice and readers should not act upon information in this publication without individualized professional counsel.

About MCCM

McConville Considine Cooman & Morin, P.C. is a full-service law firm based in Rochester, New York, providing high-quality legal services to businesses and individuals since 1979.  With over a dozen attorneys and a full paralegal support staff, the firm is well-positioned to right-size services tailored to each client. We are large enough to provide expertise in a broad range of practice areas, yet small enough to devote prompt, personal attention to our clients.

We represent a diverse range of clients located throughout New York State and New England.  They include individuals, numerous manufacturing and service industry businesses, local governments, and health care professionals, provider groups, facilities and associations. We also serve as local counsel to out-of-state clients and their attorneys who have litigation pending in Western New York courts.  For more information, please contact us at 585.546.2500.