Strategic Positioning for the Private Business Owner

Join PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning, and Mark Buxton, Sr. VP & Regional Director, Wealth Strategy, along with April Hall, Senior Editor, Family Business Magazine, as they take a look at the pros and cons, and financial implications of ownership transition.

Strategic Positioning for the Private Business Owner

Tuesday, October 1, 2019

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

60 minutes

http://www.infiniteconferencing.com/Events/MLRHoldings/100119MLR/recording-playback.html

Ownership transition may be the largest and most important financial decision you will make during your lifetime. Given changes in tax laws, the global economy, capital markets, your industry, family dynamics, and other issues, the world is more complex than ever before. Family financial planning must be aligned and well thought-out in order to have a seamless, efficient and harmonious transition.

This webinar is designed to help you get started by exploring these 5 key questions:

  • How should I transition my business?
  • When should I transition my business?
  • What is it worth?
  • Who should benefit from my financial success?
  • How should this all be coordinated, implemented and communicated to my shareholders, management team and family?

We'll further the discussion by taking you through PNC's proprietary model and process that can help you evaluate your options to keep, sell or ESOP.

Join PNC's Joe Fahey, CFA, Sr. VP & National Director, Business Succession Planning, and Mark Buxton, Sr. VP & Regional Director, Wealth Strategy, along with April Hall, Senior Editor, Family Business Magazine, as they take a look at the pros and cons, and financial implications of ownership transition.


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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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

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.
 
 
PNC is a registered mark of The PNC Financial Services Group, Inc. (“PNC”). 

PNC uses the marketing name PNC Wealth Management®, to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association, which is a Member FDIC. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. 

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.


Sponsor

PNC