Category: Business Exit Planning

M&A Activity Surging

According to this recent KPMG survey, merger and acquisition activity is surging in the United States.  Lots of liquidity and favorable financing terms are fueling the surge.

Read More

Buy-sell Agreements

Now that you have your business succession plan in place, you will want to create an agreement that dictates what happens to the business and your ownership interest if you…

Read More

Buy-Sell Agreements

Now that you have your business succession plan in place, you will want to create an agreement that dictates what happens to the business and your ownership interest if you…

Read More

Five Steps to Business Succession Planning

You already may have resolved to create and monitor your business plan and develop a succession plan for your business.  The first part of the resolution is fairly easy to achieve.  After all,…

Read More

Chris Helmrath Discusses SC&H Capital Group

Please join Wayne M. Zell, Esq. for his interview of Christopher Helmrath, Managing Director, SC&H Capital Group.  Chris discusses the firm and the unique investment banking services provided by his group. /wp-content/uploads/2014/08/Helmrath-SCH-8.20.14.mp3Podcast: Play…

Read More

Controlled Exits Using ESOPs, part 2

Please join Wayne M. Zell, Esq. of Odin, Feldman, & Pittleman, and Ted Lauer, Sr. V.P. at Access National Bank, for their ESOP presentation, originally presented on April 29, 2014.  In this…

Read More

Controlled Exits Using ESOPs

Please join Wayne M. Zell, Esq. of Odin, Feldman & Pittleman, P.C., and Ted Lauer, of Access National Bank, as they discuss Controlled Exits Using ESOP’s.  In part 1 of…

Read More

Listen to Wayne Zell Discuss Business Transfer Techniques

Wayne Zell discusses business transfer techniques in this podcast originally broadcast on Federal News Radio on November 30th. /wp-content/uploads/2013/12/Business-Transfer-Techniques-11.30.13.mp3Podcast: Play in new window | Download | Embed

Read More

Mark Frantz Interviewed by Wayne Zell on Power of Attorney Radio

Please listen to Wayne Zell interview Mark Frantz of BlueDelta Capital Partners on Power of Attorney Radio on 11/16/2013.  They discussed Mark’s involvement with government contracting technology solutions companies from…

Read More

Wayne Zell Interviews Denis O’Sullivan on Power of Attorney Radio

In case you missed the live interview, please listen to Wayne M. Zell, Esq. interview Denis O’Sullivan of Convergent Wealth Advisors on Power of Attorney Radio.  Mr. O’Sullivan discusses how…

Read More