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Past Events

March 2017

How to Sell Under the Radar

March 8, 2017 @ 8:30 am - 10:00 am
New Haven, 265 Church Street, Suite 1004
New Haven, CT 06510 United States
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Owners looking to sell their business almost always have the same concerns: How do I sell without everyone (employees, competitors, customers) knowing it's for sale? How do I know I'm selling for all that the business is worth (i.e. the best price and terms)? This presentation outlines in detail the M&A Process which consists of procedures employed by merger and acquisition advisors to: Market & sell manufacturing, distribution, and business to business service companies Maintain confidentiality Identify the strategic and…

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Private Company Valuation

March 9, 2017 @ 12:00 pm - 12:30 pm

Description During the webinar you will find out how value is determined in the world of private vs. public finance, and how to maximize value in a private company transaction. Topics include: • How private and public markets differ and how value is different from price • The key "value worlds" for private companies • The foundation for private company valuations • A framework to understand how private companies are priced by buyers in the "real world" • The key…

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April 2017

Business Owner Symposium

April 26, 2017 @ 8:00 am - 10:00 am
76 Country Club Road, Wethersfield, CT 06109, 76 Country Club Road
Wethersfield, Connecticut 06109 United States
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Preparing for Business Transitions Key Private Bank invites you to be our guest at an exclusive breakfast forum featuring an expert panel of professionals offering innovative approaches to help your business strategy: • Maximize the value of your business • Develop and retain key employees • Prepare and transfer ownership • Tax strategies and legacy planning Wethersfield Country Club 76 Country Club Road Wethersfield, CT 06109 Wednesday, April 26, 2017 8:00 a.m. to 10:00 a.m. ***RSVP by Friday, April 21,…

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How to Increase Your Company’s Value – Developing a Value Based Strategy

April 27, 2017 @ 11:00 am - 11:30 am

Description Learn what steps you should be taking to build value in your company. In this webinar we will explain how to develop a strategy that will help increase the value. It is packed with useful information for any business owner. The presenter, Roy Johnson, has over forty years of business experience in corporate financial management, business strategy consulting, entrepreneurship, education, investment banking and mergers & acquisitions. During this webinar Roy will take you through the five phases involved in developing…

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May 2017

5 Things You Need to Prepare for Your Exit

May 11, 2017 @ 12:00 pm - 12:30 pm
New Haven, CT

Description You will exit your business. You may: Sell it to family, employees, or management Sell it to an outside party, or liquidate it Regardless, you need to prepare. This webinar is a must for any business owner. Learn five essential steps necessary to prepare for your exit on your terms. We will be discussing what you should do, why and how to avoid the common mistakes. No business owner plans to fail. But, unfortunately some fail to plan, and…

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What Is Your Business Worth?

May 19, 2017 @ 7:30 am - 9:30 am
Red Thread, 300 East River Drive
East Hartford, CT

How best to grow and assess the value of your business A Workshop for Business Owners, Accountants and Attorneys Presented by Strategic Partner, Murtha Cullina, in partnership with Touchstone Advisors  and Empire Valuations. Marcel Bernier, Partner and Chair of the Business Practice Group and Privately Owned Business Group, Murtha Culliina Michael Camerota, Founder, Touchstone Advisors Chuck Coyne, Managing Director, Empire Valuation Consultants Networking & Continental Breakfast 7:30 - 8:00am Program 8:00 - 9:30am To register please email

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Private Company Valuation – How It’s Done

May 24, 2017 @ 8:30 am - 10:30 am
Sheraton Hartford South, 100 Capital Blvd.
Rocky Hill, CT

Contemplating selling your business now or in the not-too-distant future? You'll need to know it's current value and the price you might expect for it. Lear about three key approaches to estimating value and the various calculation methods for each one: Asset Approach  Income Approach Market Approach Wether you're thinking about selling or transferring your business with the next five years, it's important for you to know the amount of value applicable to your company. Competition to sell your business…

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June 2017

9 Ways to Leave Your Business

June 8, 2017 @ 12:00 pm - 12:30 pm

Description Learn about the advantages and disadvantages of ownership transitions: Sale or transfer to family Sale to other owners Sale to management ESOP (Employee Stock Ownership Plan) Third party buyer Voluntary liquidation Many, if not most, business owners fail to plan for their inevitable exit from the business. One of the reasons is that they are not aware of the options available to them. This presentation will discuss nine viable strategies that owners have traditionally employed as well as the advantages…

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September 2019

Business Networking at Hog River Brewing

September 5 @ 5:00 pm - 7:00 pm

A networking event meet and greet with merger and acquisition experts, at Hog River Brewing. Free event and take home a pint glass! About this Event Hartford Networking event hosted by Touchstone Advisors at Hog River Brewing. Touchstone Partner Steve Pappas and other experts will be available for Q & A on M & A, then send you home with a free Hog River Pint Glass. "For business professionals, attorneys, accountants, wealth managers, consultants, cartoon characters and anyone else that…

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October 2019

Boston Deal Connect: Investment Banks

October 3 @ 11:00 am - 7:00 pm

Jeffrey Rich, Partner, Touchstone Advisors, CFA, M&A Advisor will be speaking at Boston Deal Connect: Investment Banks For details and to register for this event click here:

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