Ownership Transitions for the Private Business Owner

Join PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning, Bill Watkins, Managing Director, Harris Williams, Julie Williams, Managing Director & National Director for PNC's ESOP Solutions, Mark Buxton, Sr. VP & Regional Director for PNC's Wealth Strategy, and April Hall, Senior Editor, Family Business Magazine, as they provide objective advice and a comprehensive process to evaluate your options.

Ownership Transitions for the Private Business Owner

Tuesday, November 19, 2019

2 p.m. ET | 11 a.m. PT

60 minutes

 

 

 

https://www.webcaster4.com/Webcast/Page/494/32180

If you have ever considered or are now considering an ownership transition of your business, it is important to be able to evaluate the pros, cons and financial implications of any, or all, of your transition options.

This webinar takes a deeper dive into ownership transition as a follow-up to Strategic Positioning for the Private Business Owner, which explored five key questions on how and when a business transition should be considered, and introduced PNC's proprietary model to help business owners position their company and personal planning.

Join our panel of experienced professionals who will help you evaluate which option may be the best fit for you and your business, whether it's keeping the business within the family, selling to shareholders or key management, selling to employees through an ESOP, or going public.

Moderating the panel is PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning. He is joined by Bill Watkins, Managing Director, Harris Williams, Julie Williams, Managing Director & National Director for PNC's ESOP Solutions, Mark Buxton, Sr. VP & Regional Director for PNC's Wealth Strategy, and April Hall, Senior Editor, Family Business Magazine, as they provide objective advice and a comprehensive process to evaluate your options.


Speakers

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Joe Fahey, CFA

Sr. VP & National Director, Business Succession Planning PNC

Joe Fahey leads the effort to serve PNC's business owner clients, helping them make one of the most important financial decisions of their life – how and when to transition their businesses through Keep, Sell or ESOP.

He manages a team of approximately 30 private business strategists who facilitate a deep and dynamic discovery process to achieve a mutual understanding of a client’s family, business and financial goals. From the discovery, the team identifies opportunities to enhance value for and maximize benefits to shareholders and stakeholders.

Fahey has served as a financial advisor to owners of privately-held and family-controlled businesses for more than three decades. He has brought to PNC industry-leading tools and processes that integrate and align the strategic plans of businesses and their shareholders.

He earned a bachelor of science in finance from the University of Maryland; a master’s degree in finance from George Washington University and a Chartered Financial Analyst (CFA) designation from the CFA Institute.

Fahey has been a frequent guest speaker at various business transition, investment, estate planning conferences and family business forums. He has also served as a faculty member for the American Banking Association and Private Wealth Management Academy, teaching advanced financial planning for business owners. In addition, he has developed several internal training programs supporting business succession planning.

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Julie Williams

Managing Director & National Director, ESOP Solutions, PNC

Julie Williams has 20 years of experience advising companies and business owners on various aspects of ESOP transactions. Clients and prospects of PNC leverage her knowledge and experience as they evaluate the benefits and considerations of using an ESOP as an ownership transition and liquidity solution. Williams also serves as a resource for PNC clients as they execute their corporate strategy with the added complexity of ESOP ownership.

 

Williams joined PNC in September 2015 after serving most recently as a Senior Vice President in JP Morgan Chase’s ESOP Advisory Group. Previously she held senior positions with Duff & Phelps and Cognient Group in Chicago, Illinois, where she served as financial advisor for companies, institutional ESOP Trustees, and selling shareholders engaging in ESOP transactions.

 

In addition, she served as an institutional ESOP trustee at GreatBanc Trust Company where she led negotiations for ESOP transactions involving the purchase or sale of stock or assets.

 

Williams earned a bachelor of business administration degree from the University of Michigan and a master’s of business administration from the University of Chicago, Booth School of Business. She is licensed by FINRA with a Series 79 and Series 63. She is a member of the National Center for Employee Ownership, The ESOP Association, and ESCA (Employee-Owned S Corporations of America).

 

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Bill Watkins

Managing Director, Harris Williams

William Watkins has more than 27 years of investment banking and corporate finance experience. He has completed a range of financial advisory assignments including mergers and acquisitions, leveraged buyouts, and capital raising on behalf of private equity firms and public and private company clients in several industries.

Prior to joining the firm, Watkins was a managing director with National City Capital Markets Investment Banking Group, where he provided investment banking services within the industrial group. His previous experience also includes mergers and acquisitions advisory with Piper Jaffray, as well as leveraged finance and general capital raising with Heller Financial’s Corporate Finance Group and Bank of America via its acquisition of Continental Bank.

Watkins earned a master’s degree in business administration with concentrations in finance and operations management from the University of Chicago, Booth School of Business, and a bachelor of science degree in business from Indiana University, Bloomington, Indiana.

 

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Mark Buxton

Sr. VP & Regional Director, Wealth Strategy, PNC

Mark Buxton is a Senior Vice President and a Wealth Strategist Regional Director for PNC Wealth Management® Western region. He oversees the client experience, the process and business development activities within the region. He focuses on his team’s relationships with clients and business partners and manages the execution of group projects for the Wealth Strategy group.

Buxton has more than 30 years of wealth management industry experience, having begun his career as a fiduciary advisor. He has held a variety of senior market leadership roles through the years.

Buxton received a bachelor of arts degree in business administration from Bethany College, Bethany, West Virginia; his master’s degree in business administration from Kent State University, Kent, Ohio and his doctor of law degree from Cleveland-Marshall College of Law. He is a member of the Cleveland and Cuyahoga County bar associations.

Buxton is a Certified Financial Planner (CFP®), a Certified Exit Planning Advisor (CEPA®), Chartered Financial Consultant (ChFC®), a and Chartered Life Underwriter (CLU®).

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April Hall

Senior Editor, Family Business Magazine

April Hall is senior editor of Family Business, Directors & Boards and Private Company Director. She’s been an award-winning journalist for more than 20 years, working as a freelance writer for newspapers, magazines and websites, focusing her expertise in business and education.

Benefits

  • Completely FREE to attend
  • Unbiased third-party family business education
  • All participants receive a copy of the webinar materials after the event.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • Opportunity for questions and feedback
  • 60 minutes -- maximum value for time

 

The PNC Financial Services Group, Inc. ("PNC") family of companies is committed to treating and using personal information about you responsibly. By registering for this webinar, you authorize PNC to use your information to communicate with you regarding this event (with the distribution of presentation materials), and other products and services. Your information will be governed by PNC’s Privacy Policy.


Sponsor

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