MRC - Manufacturers Resource Center


Business Succession Strategies Webinar Series


Date(s) - October 7th, 2021 - November 16th, 2021
8:30 am - 10:00 am

Business Succession Strategies: Building the Arc of Wealth Transition

October 7, 19, 2021
November 2, 16, 2021
8:30 am – 10:00 am

Register for this four-part series and you will receive a link within the week of each topic.

Business succession planning documents on the yellow surface.








If you are an owner of a business, the equity that you have built is an essential part of your total net worth and is often the largest single asset. It requires careful planning to successfully navigate the intersection of realizing the business’ value, creating a strong, sustainable business succession strategy and dovetailing both with your personal financial needs. This webinar series will enlighten your understanding of the whole arc of wealth transition from unlocking the value of your business to developing your family legacy.

Thursday: October 7, 2021 Panel Discussion with the Specialists

1. Understanding the dynamics of M&A
    The structures, The process, The deals

David Allebach, Co-Head
Janney Corporate Advisory Group

2. Should we sell or should we grow
    Engaging experienced coaches to optimize performance

Tom Garrity, Managing Partner
Compass Point

3. Middle Management Leveraged Buyouts:
     Solutions for owners and opportunities for middle management

Geordie Lemmon, CEO and Owner
The Brynavon Group

Tuesday, October 19, 2021

1. Exploring the Utility and flexibility of ESOPs:
    Sell all, Sell some, Sell sooner, Sell later:

Phil DeDominicis, Managing Director
The Menke Group

2. ESOPs with 401Ks:
    Complementary Qualified Plan Alignment

Blake Jones, Senior Vice president
Janney Montgomery Scott, LLC

Tuesday, November 2, 2021

1. Informing Optimal Succession Strategy:
    Comprehensive Financial Plans as a critical component of corporate finance

Bill Stewart, Executive Vice President
Janney Montgomery Scott, LLC

2. Dovetailing liquid investment portfolios and insurance portfolios with personal
financial plans

Bill Stewart & Blake Jones
Janney Montgomery Scott, LLC

Tuesday, November 16, 2021

1. Preparing Assets for Heirs:
    Properly Aligning Trusts and Estate Plans

Jennifer Zegel, Partner
Kleinbard LLC
Practice Leader of Trusts and Estates Group

         Jeffery Pelesh, Owner
         Gelman & Pelesh, P.C. CPA

2. Preparing Heirs for Assets:
    Developing personal and family legacy

Donor Advised Funds:
The ultimate utility player

Amy Castoro, President & CEO
The Williams Group

Target Audience:  Business Owners are invited, and they are welcome to invite their management team.

Download Brochure

William G. Stewart III
Executive Vice President Wealth Management
Stewart Jones Wealth Advisory Group
Janney Montgomery Scott, LLC

Bill Stewart III photoWilliam G. Stewart III Bio:
Bill joined Janney Montgomery Scott, LLC as an Executive Vice President in May 2009. Bill has over 30 years of experience in the financial industry, dating back to 1986 when his career began in New York with Kidder Peabody & Company. He was a Vice President and one of 20 Institutional Portfolio Management Consultants within Kidder Peabody’s Consulting Group. When the firm was sold in 1994, he joined Smith Barney as one of only 50 Consulting Group Directors. In 1997, Donaldson, Lufkin & Jenrette recruited him to join the Firm as the National Manager of DLJ Consulting, which became CSFB Consulting when Credit Suise First Boston acquired DLJ in 2000. Bill joined Legg Mason Wood Walker, Inc. in 2003 as a Senior Vice President and Senior Portfolio Consultant. Legg Mason’s Private Client Group was exchanged for Citigroup’s Asset Management operation in late 2005 and became part of Smith Barney. Bill is a graduate of The Haverford School and Duke University.

About Janney Montgomery Scott, LLC
Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate and institutional investors.  Janney serves clients through a network of professionals in branch offices located along the East Coast. they are an independently operated subsidiary of The Penn Mutual Life Insurance Company, and  are members of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. Their wealth management approach is to focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and families meet their financial goals. Janney is equally committed to providing their corporate, municipal and institutional clients objective advice for the successful execution of their unique business plans. They provide a spectrum of advice based on your goals. From basic investment guidance to ongoing asset management, they collaborate to assess your needs and customize an approach that works for you.


Business Succession Strategies

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