The Well Prepared Business Owner: Workshop

Our current economy continues to evolve in 2023 with news headlines of rising interest rates, rapidly changing inflation expectations, right-sizing business valuations, and layoffs. How are family business owners responding to these shifts in relation to existing business plans regarding merger and acquisition strategies, wealth planning, and succession planning? What key elements should they consider in adjusting how they approach many of the critical elements, including:

- Business valuations
- Pre-transactional planning
- Tax Implications
- And more!

We are pleased to invite you to a timely discussion with Zach Hammond who will share perspectives on these critical topics for the family business owner. This event is intended to be interactive, with guests encouraged to ask questions and exchange ideas with our hosts.

Speakers:



Zach Hammond, Vice President, Private Business Advisory, J.P. Morgan Advice Lab

Zach Hammond is a Vice President in Private Business Advisory within J.P. Morgan Private Bank’s Advice Lab. Mr. Hammond is responsible for providing strategic business transition advice, research and analysis, and developing solutions for business owners, with specific focuses on mergers and acquisitions, business valuations, transactional deal terms, corporate governance, pre-transaction planning, and maintaining a legacy business over multiple generations.

Mr. Hammond originally joined J.P. Morgan’s Closely Held Asset Management Group in 2016 as an Asset Manager responsible for conducting fundamental analysis on managed assets and their industries, completing annual valuations for closely held assets, and conducting buy/sell analysis. Prior to joining the Advice Lab, Mr. Hammond was a Director for a middle-market investment bank executing sell-side transactions for business owners.



 
Michael Curtis, Vice President and Banker, J.P. Morgan Private Bank

Michael partners closely with affluent families, business owners and institutional clients to address the complexities of wealth. I draw from my track record of tailored advisory guidance to help clients achieve their financial goals by having a well-considered strategy in place.

My hallmark is an ability to put clients front and center, exploring their personal financial scenarios and providing access to the global resources of J.P. Morgan, integrating needs for banking, lending, investments and more. As a Certified Exit Planning Advisor, I am particularly interested in helping business owners navigate liquidity strategies, generational transfer, estate planning and financial education. By sharing best practices employed by similarly situated families, I help create the harmony that clients desire.