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Structuring and Financing Transitions

Thomas J. Saunders Senior Vice President Brown Brothers

Friday, September 24, 2004
8:30 AM - 10:30 AM
(Continental Breakfast at 8:00 AM)
Williamson?s Restaurant, Horsham, PA (directions below)

This seminar is the second of a four-part Family Business series hosted by Kreischer Miller.

Transitioning ownership is one of the biggest challenges family-owned companies face. These transitions begin with proper planning and structure, and conclude with having the proper funding and financing mechanisms in place to affect the transition. This seminar will provide an overview of the proper structure and funding mechanisms of buy/sell agreements, as well as the financing alternatives available to family-owned companies to fund the transaction of shares between family members.

Click here to download an event brochure!

Meet the Speakers:

Thomas J. Saunders is a Senior Vice President at Brown Brothers Harriman & Co. and directs the firms? Corporate Finance, Private Equity, Corporate Banking and Investment Advisory services. Mr. Saunders also has a background in public finance and the finance of 501(c) 3 corporations. He graduated from the University of Chicago with a degree in Public Policy and Economics.

Mario O. Vicari Director Kreischer Miller

Mario O. Vicari, Jr., is a director in Kreischer Miller?s Audit and Accounting Group. He is a CPA and Certified Valuation Analyst and has over 20 years of broad experience in providing accounting, auditing and advisory services to privatelyheld and family-owned entrepreneurial businesses and their owners. His expertise includes a wide range of areas such as business and strategic planning, transaction support, business valuation, financial management, performance assessment and improvement.

For More Information:

Please contact Sally Derstine at (215) 723-8413 or click here for more information or to register.

The Family Business Learning Community gathers monthly to learn best practices of successful business families and competent advisors. Join our membership of over 80 family firms from all industries across the tri-state area. These 1st through 5th generations learn from each other and with each other at quarterly Forums and monthly Mini-Forums.

Forum cancellations must be made 2 days prior to event; if registration fees are involved, they cannot be refunded or waived when cancellations are made after that date or when the registrant does not attend.

Directions:

Williamson's Restaurant
500 Blair Mill Road
(Rte. 611 & Blair Mill Road)
Horsham, PA 19044
215-675-5454
www.williamsonfood.com

From Philadelphia and PA Turnpike:

Take the Schuylkill Expressway (76W) to 476N (Blue Route/Plymouth Meeting) to the Pennsylvania Turnpike (276E). You will be going toward New Jersey.

Take Exit 343, formerly Exit 27 (Willow Grove) off the PA Turnpike. Follow Rt. 611 North to the second light (look for the Hess gas station on the left) and get into the left turn lane. Make a left onto Blair Mill Road and then take your first right into Williamson?s. The seminar is in the Adam?s Room.

Heading SOUTH on Rt. 611 (Easton Road):

Make a right onto Blair Mill Road at the Hess gas station and then take your first right into Williamson?s. The seminar is in the Adam?s Room.

Heading EAST on Rt. 63 East ? (Welsh Road):

Turn left onto Blair Mill Road (Prudential Campus will be on your right) and follow it for about 1 1/10 miles. Go past Gibraltar Road, which comes in only on your left, and turn left at the second driveway immediately past the Madison Bank into Williamson?s. The seminar is in the Adam?s Room.

Heading WEST on Rt. 63 - (Moreland/Welsh Road):

Turn right onto Blair Mill Road (Prudential Campus will be on your left) and follow it for about 1 1/10 miles. Go past Gibraltar Road, which comes in only on your left, and turn left at the second driveway immediately past the Madison Bank into Williamson?s. The seminar is in the Adam?s Room.

For further information visit Kreischer Miller on the web at www.kmco.com