The Entrepreneurs What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from an entrepreneur’s perspective. The goal of the series is to be educational and provide guidance for entrepreneurs along their journey.
Approaching the Exit
On February 2, a panel of Brown Advisory experts gathered to focus on investment, tax and legacy planning advice to help you prepare for a potential sale of your company. Topics included: how to maximize your nest egg through thoughtful planning so that you will be well-positioned for your financial future; estate, tax and philanthropic planning with the exit in mind, including gifting to the next generation, trust vehicles, charitable trusts and donor-advised funds, and how QSBS fits into these strategies; cash flow planning – how does it all work when setting up multiple trusts?
Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager
Planning for Your Liquidity Event and Beyond
Thursday, May 6, 2021
On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. Topics will included: • How to structure the earn out. Is it better to take all cash, or cash and stock? If you have the option, what are some main points to consider? • Creating a diversification plan from a large single stock position • What are some of the key logistical issues to be aware of and how can you navigate them?
Speakers: Victor Abiamiri, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager; Bridget Fitzgerald, Strategic Advisor; Shooter Starr, Client Advisor
Maximizing Your Assets
During this first event of the series, our panel focused on how you can plan now to maximize your assets and prepare for an exit—whether it is quickly approaching or may be years away. Topics included: - How to set up your company now to prepare for an exit in the future - Understanding whether your planned wealth creation event will support your goals: How much is enough? - Tax planning today to help keep more of what you earn in the future - Getting your financial house in order: What are best practices in preparing for an exit?
Speakers: Brad Dunn, Portfolio Manager; Brian Copeland, CPA, Tax Manager, Realize
Moderator: Meredith Shuey Etherington, Portfolio Manager
Bringing My Team Back to The Office
As we think about returning to our offices—hybrid or full time—in the coming weeks and months, there are a lot of important operational and cultural issues to consider. For most of us, human capital is our most valuable resource, and getting this transition right is critical. At Brown Advisory, we have spent the past 18 months in a combination of remote and hybrid environments. We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture. This is a roundtable discussion with Brown Advisory leaders who have helped guide our own “back to the office” journey..
Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office
Moderator: Victor Abiamiri, Portfolio Manager
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Strategic Planning Roadmap for Entrepreneurs
Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. Please download for help in organizing your thoughts in the years leading up to a liquidity event or another business transition. Read now >
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