Monday, December 21, 2009

Financial Leaders Host Roundtable Discussion on Mergers and Acquisitions

Bernstein Global Wealth Management, Cobblestone | Harris Williams, Hughes Pittman & Gupton, LLP and Williams Mullen are partnering to present a business planning academy and console altercation on October 1, 2009. The invitation-only accident will be captivated from 8 a.m. to 12:30 p.m. at the Cardinal Club in city Raleigh.

"With the contempo bread-and-butter volatility, the purpose of the academy is to brainwash Triangle business owners on alliance and accretion strategies," says Kent Pittman, HPG partner. "We're captivated to accept such a accomplished accumulation of experts abutting in as keynote speakers and panelists."

The academy will abide of four sessions:

1.Navigating Today’s Environment—M&A Opportunities and Your Strategy.
Harold Williams, managing administrator and Jeff Herr, administrator of Cobblestone | Harris Williams, will altercate accepted bazaar dynamics and how mergers and acquisitions can accommodate cogent opportunities.

2.Taxation of Mergers and Acquisitions—Effective Negotiations Require Understanding the Taxation of Transactions Before the Negotiations Begin.
Kent Pittman and Heather Dean, CPAs and ally at HPG, will focus on the appulse of accord structures and best of entity. They will ambition what strategies to accede now, as able-bodied as during the transaction negotiation, to abbreviate the ultimate tax accountability and aerate buyer value.

3.Pre-Transaction Wealth Transfer Planning—The Day Before Closing Is Not the Time to Consider Taxes.
Farhad Aghdami and Steven B. Long, ally at Williams Mullen, will conduct a affair that considers the abundance alteration planning opportunities and challenges associated with the auction of a abreast captivated business. This includes a altercation of pre-transaction planning techniques to aerate alteration of abundance to approaching ancestors with basal tax costs.

4.Planning for the Sale of a Business.
Greg Singer, chief carnality president, civic managing administrator and administrator of research, as able-bodied as Scott Williams, carnality admiral of Bernstein Global Wealth Management, will allotment the latest analysis to advice quantify the trade-offs owners generally face if because affairs their business.

Business owners absorbed in accessory may acquaintance Natasha Richmond at (919) 232-5900 or e-mail her at nrichmond@hpg.com.

About Bernstein Global Wealth Management:
Bernstein was founded in 1967 to administer investments for clandestine families and individuals. Our mission anon grew to cover investment analysis and institutional asset management, but clandestine audience remained a axial focus for our firm. As a assemblage of AllianceBernstein L.P., we administer some $100 billion for a clandestine audience that includes some of the nation's a lot of arresting families and individuals. In managing clandestine money, we clothier anniversary Bernstein anniversary to the accurate client's banking goals, risk-tolerance levels, tax status, and appropriate situations. But in anniversary case, our investment decisions are apprenticed by axiological research, and our ambition is maximizing abiding acknowledgment at a controlled accident level. Regardless of the admeasurement of their account, anniversary applicant gets the best we accept to offer.

About Cobblestone | Harris Williams:
Cobblestone | Harris Williams (www.cobblestonehw.com), a specialty accumulation of Harris Williams & Co., provides accurate admonition and above beheading on clandestine aggregation sales, accumulated divestitures, acquisitions, recapitalizations, restructurings and circuitous valuations for lower-middle bazaar transactions. Our professionals accept audacious on M&A and costs affairs apery added than $5 billion in amount back 1998, authoritative it one of the nation's a lot of accomplished and acknowledged admiral committed alone to the lower-middle market. Member FINRA/SPIC.

About Hughes Pittman & Gupton, LLP (HPG):
HPG is the better CPA close headquartered and staffed in the Research Triangle Park arena of North Carolina, as ranked by the Triangle Business Journal. Furthermore, Business Leader annual ranked HPG as the fifth a lot of acknowledged baby business in North Carolina in 2008. HPG is able to accommodate civic and all-around accounting assets to its audience through the CPAmerica close arrangement of 701 offices worldwide. HPG offers a advanced arrangement of business accounting, auditing, accumulated tax, and administration advising services. Specialties cover confined owner-managed, investor-backed technology and activity science, healthcare services, absolute acreage development, accomplishment and administration businesses, and accouterment ERISA audits, ancestors wealthcare casework and Sarbanes-Oxley centralized analysis services. More than just an accounting firm, HPG assists audience in analytic above the basal linesm by accepting the appropriate people, appropriate amount and appropriate close to accomplish anniversary client's analogue of success. Visit www.hpg.com.

About Williams Mullen:
Williams Mullen provides absolute acknowledged casework to regional, civic and all-embracing clients. With 325 attorneys and offices throughout North Carolina, Virginia, Washington, D.C. and London, we bear avant-garde solutions to abutment our clients’ assorted business activities. Close alive relationships with audience accept been the foundation of Williams Mullen’s accelerating access to law convenance back the close was founded a aeon ago. For added information, amuse appointment www.williamsmullen.com.

Mike Gauss
919.232.5008
mike@articulon.com

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