The Exit Planning ForumTM
The Resource for Exit Planning & Capital Raising Information
March 20, 2009 - Should I Sell or Should I Hold Michael J. Tetrault - CPA, MST, Member, Wolf & Company Mike is a Certified Public Accountant with over fifteen years of experience providing tax planning and compliance services to both publicly-traded and privately-held companies in a variety of industries including manufacturing, wholesale and distribution, retail, professional services and technology. Mike's areas of expertise include business formation, multi-state tax planning and compliance, and mergers and acquisitions. Mike's clients benefit from his proactive approach to researching and analyzing information leading to timely tax planning and personalized client services. Michael Tucci – President, Mike Tucci is committed to offering clients a unique approach to wealth management by personally engaging with them and taking a holistic view of their needs. His experience and impressive credentials as a CPA and an entrepreneur, give him the personal insight to know how wealth can impact people, and what kind of service will bring the most value. His commitment is proof as he was recently honored as one of Worth Magazine’s Top 250 Wealth Advisors. Scott Waxler has over twenty years of experience in global sales, marketing and corporate business development roles . As an owner of numerous businesses, Mr. Waxler appreciates the unique needs of middle market entrepreneurs and is credited for implementing an investment banking model which addresses these unique needs. Scott has won various awards including the M&A Advisor’s 2006 Deal Maker of the Year Award and was nominated for the Financing Professional of the Year. These awards are recognized among the investment banking industry’s most prestigious honors. The Firms Foley Hoag LLP is a leading national law firm in the areas of dispute resolution, intellectual property, and corporate transactions for emerging, middle-market, and large-cap companies. With a deep understanding of clients’ strategic priorities, operational imperatives, and marketplace realities, the firm helps companies in the biopharma, high technology, energy technology, financial services and manufacturing sectors gain competitive advantage. The firm’s 225 lawyers located in Boston, Washington, and the Emerging Enterprise Center in Waltham, Massachusetts join with a network of Lex Mundi law firms to provide global support for clients’ largest challenges and opportunities. Wolf & Company
This Boston Forum was priviledged to have some of New England's most well respected legal, accounting, investment banking and wealth management firms as participants. Several of the Boston area presenters are recognized nationally as authorities and thought leaders in their respective fields.
The Presenters
William Kolb - Partner, Foley Hoag LLP
Lexington Wealth Management serves approximately 150 individuals, wealthy families, and small businesses, providing them with unparalleled investment consulting services. tailored specifically to the high net-worth and institutional marketplace.
LockeBridge Investment Banking
LockeBridge is recognized as one of the country’s premier middle-market investment banking firms. Their unique model of offering seasoned expertise without retainers has resulted in a success rate nearly triple the industry average. LockeBridge is the winner of a number of prestigious industry awards including the 2006 M&A Advisor's "Deal Maker of The Year" Award presented by CNBC’s Co-Anchor, Becky Quick and the 2008 “Consumer Services Deal of the Year” at the M&A Advisor Annual Awards, the Academy Awards of the Investment Banking Industry.
Wolf & Company, P.C. is a certified public accounting and business consulting firm with over 100 experienced professionals in offices in
