Marcum Advisory & Consulting Forum

  • The Omni Hotel
  • October 15, 2019

Preparing the Business Owner (and their advisors) for Major Business Lifecycle Events

Marcum Advisory & Consulting partners and professionals have worked with thousands of privately held businesses and their owners and advisors. Much of our work has focused on the impact of events experienced by the company and its owners. Every business, at some point in its lifecycle, will experience one or more of these events, and how they are handled could affect the company, its owners and its employees for decades.

This program will present real-life examples and strategies for effectively dealing with some of the most common lifecycle events that private companies and their owners experience. Our focus will be on the planning owners can do to prepare for and overcome these potentially course altering events.

CLE/CPE credit hours will be offered for breakout sessions.

Time and Location


    October 15, 2019


    12:00 PM - 6:30 PM


    Omni New Haven Hotel at Yale
    155 Temple Street
    New Haven, CT 06510