XPX Chicago- New Regulations on Valuation Discounts & Family Business

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Exit Planning Exchange Chicago Chapter Monthly Meeting:  

The Exit Planning Exchange is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who serve private company owners. XPX members help owners build sustainable businesses and help them plan and execute successful exits.

Our members include bankers, investment bankers, lawyers, accountants, wealth advisors, management consultants, valuation experts, executive coaches, and insurance professionals. Our culture is one of cooperation and sharing of both knowledge and business.

Join us for a discussion on New Regulations on Valuation Discounts & Family Business

Our Speakers:

Scott Bieber, Partner - Thompson Coburn, LLP

Scott's practice focuses in the areas of family wealth preservation, federal transfer taxation, and family business planning.

He counsels individuals with their personal estate planning and owners of closely held businesses with business succession and related issues. Additionally, he represents executors and trustees in the administration of states and trusts, as well as taxpayers and their executors in gift and estate tax audits.

Scott enjoys serving private clients because of the personal nature of the representation and the opportunity to help in areas that extend beyond traditional estate planning, such as matters related to operation of family businesses. Given the complicated laws private clients face, Scott prides himself in not "over-lawyering" matters and aims to translate the law in simple terms so that clients understand and follow the best path to meet their objectives.

Warren Jacobsen, President - Horizon Capital Advisors, LLC

Warren has over 25 years of corporate finance experience working with owners of both publicly and privately held corporations. His background has covered the full range of advisory experience including valuation of equity interests and intangible assets for transaction analysis, tax planning, and litigation support. Investment banking experience includes private placements, merger/acquisition advisory, and origination of middle market buyouts.  Warren has written and lectured on a variety of corporate finance topics and has testified as an expert witness in valuation disputes.

Open to members of XPX Only (free membership now, join here) – Admission free, pay for your own breakfast.

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