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Past Events

April 2017

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, 2019 @ 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, 2019 @ 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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January 2020

Business Networking at Stony Creek Brewery

January 8, 2020 @ 5:00 pm - 7:00 pm

A networking meet-and-greet with merger and acquisition experts for business owners and investment professionals at Stony Creek Brewery. Free event and pizza will be served. New Haven networking event hosted by Touchstone Advisors at Stony Creek Brewery. Touchstone Partner Steve Pappas and other experts will be available for Q & A on M & A, with pizza provided. Free event, register to RSVP and we'll see you there. The bar will be open for business! Location: Stony Creek Brewery 5…

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Bagels and Business: Demystifying Business Transition Options

January 14, 2020 @ 8:30 am - 10:00 am
One Century Tower, 265 Church Street #1004
New Haven, CT 06510 United States
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Bagels and Business: Demystifying Business Transition Options Answering business owners' questions about the inevitable business transition. Experts in exit strategy, Steve Pappas and Roy Johnson will answer your questions about business transition options, preparing business owners and their company, and what options are available without altering their lifestyle. Please RSVP, this is a free event and will include a light breakfast. Tue, January 14, 2020 8:30 AM – 10:00 AM EST One Century Tower 265 Church Street #1004 New Haven,…

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June 2020

Growth During A Changing Landscape Webinar

June 25, 2020 @ 3:00 pm - 4:30 pm

A Food and Beverage Industry Expert Panel Discussion On Growth During and After the Pandemic. Hosted by Deborah Agrafojo, M&A Advisor Thursday, June 25, 2020, at 3:00 pm to 4:30 pm EST Brand Marketing with Robert Hilarides, Founder of Knowledge Amp. Supply Chain Distribution with Sandra Velasquez, Sales, and Distribution Consultant. Legal Obligations of a Returning Workforce, both employer and employee, with Christopher Brigham, Attorney, UKS. Investor Communications with Jill Gionfriddo, Director of FML Advisory Services. PPP Use Considerations with…

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