Verdence Capital Advisors, is a sophisticated financial advisory dedicated to providing fiduciary-based financial planning and investment strategy for high- and ultra-high-net-worth clients nationwide. We are excited to highlight one of our five presenters who will share his insights on transforming and transitioning your business for the next destination. The event will be held on May 7th 2020 at the Conference Center of Sheppard Pratt from 8:00 a.m. - Noon.
Business liquidity expert and financial advisor, John Morgan, joins our lineup of panelists to discuss the impact that proper financial planning – both prior to and after the business transition – makes on its net outcome. John is a Managing Director and Partner at Verdence Capital Advisors, a boutique investment advisory serving business owners and entrepreneurs, executives, and elite athletes and entertainers.John has over 25 years of experience as a financial advisor, planner and business consultant.He specializes in building, managing, protecting and transferring wealth for the individuals, multi-generational families and business owners he serves. John takes the time to address clients’ concerns by understanding their needs, goals, and family dynamics, then offers the best guidance for long-term financial security. He believes that selling a business is among his clients’ most important life decisions.
“John’s extensive experience in the financial planning space will be invaluable as key panelist in our discussions,” states Larry Wilner, founder of The Strategies That Work. “He has the unique role of working with business owners at both spectrums of ownership: from pre-sale to post-sale and far beyond that transaction to their next destinations.”
Additional panel participants, who are outstanding thought leaders in the world of transition and transformation and will be sharing their insights at the May conference include:
- Charles L. Maskell, Jr., Founder &Managing Director of Chesapeake Corporate Advisors
- George Nemphos, Attorney and Co-Founder of NemphosBraue
- Christopher McDonell, President and CEO,McDonell Consulting Group/ Sandler Training
- Dave Witherspoon, MBA, CVA, CEPA,of KatzAbosch
You can view a complete schedule for the day and register for this morning of great panelists and content on our website;
https://thestrategiesthatwork.com/. Take advantage of our early bird special through the end of February.Please call Larry Wilner at 443.465.8300 or email Larry@thestrategiesthatwork.com
ABOUT OUR PRESENTER’S FIRM: With locations in Maryland, Virginia and California,Verdence Capital Advisors is a nationally-recognized private wealth advisory who manages $2.5 billion in client assets and provides in-depth financial planning and advice. Read more about Verdence Capital Advisors and their Pro Athlete and Entertainment Division, Verdence/PRO, Here!
ABOUT THE STRATEGIES THAT WORK, LLC: The Strategies That Work, LLC is a company dedicated to curating ideas and information that launch businesses to the next level. You can see the past events at www.thestrategiesthatwork.com.
