Executive Briefing: Creating Enterprise Value, M&A, and Wealth Planning

When

November 29, 2017
7:30am — 9:30am

Where
MBBP Waltham Office
230 Third Avenue, 4th Floor
Waltham, MA 02451

Registration for this event is now closed.
To inquire about space availability,
please contact Jaclyn Braga at jbraga@mbbp.com

Creating enterprise value is both a short and long term executive priority. Building a plan and a team designed to maximize ongoing valuation and flexibly respond to dynamic
M & A markets and Wealth Planning priorities is important for Owner Presidents, CEOs, and CFOs. You are invited to join us for a robust briefing and discussion around these topics.

Panelists will include:

Derek Mohamed, Managing Director-Wealth Management, Merrill Lynch, Pierce, Fenner & Smith, Inc. - @MerrillLynch

Michael Stowe, Partner, Stowe & Degon LLC - @StoweDegon

Shannon Zollo, Partner, Morse Barnes-Brown Pendleton - @MorseBarnes