Interested in sponsoring our first educational event of the 2026-2027 Program Year? The cost of sponsorship is $400.00 and includes two complimentary registrations. your logo on the EFPCSNJ website and in marketing email blasts and 5 minutes to address the attendees at the start of the meeting. If interested in sponsoring please email [email protected] or call 856-795-0551.
EFPCSNJ Thursday, September 17, 2026 Breakfast Meeting
Planning for the Business Owner: Increasing the Probability of a Successful Transition
Speakers:
Regina Garrido. CPA - PNC Private Bank Business Owner Solutions Team
Bryan Flory - PNC Corporate Bank
Martina Walker, CFP, CRC - PNC Private Bank
Michael MacKenzie, CFP (moderator) - PNC Private Bank
Location:
Laurel Creek Country Club
701 Centerton Road
Mount Laurel, NJ 08054
www.laurelcreek.org
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
PLEASE NOTE THE EDUCATIONAL PROGRAM START TIME OF 9AM.
Cost: EFPCSNJ Members - $50.00
Non-Members - $75.00
Interested in sponsoring this event?
Contact Tim Bower at [email protected]
We are applying for this meeting to qualify for the following CE credits:
1.0 CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits
Thank you to our CLE Sponsor:
SESSION TITLE:
Planning for the Business Owner: Increasing the Probability of a Successful Transition
SESSION DESCRIPTION:
Business owners face a unique set of planning challenges because a single asset, their business, often serves simultaneously as their primary source of income, their largest investment, their retirement plan, and a significant component of their legacy and estate. As a result, successful outcomes require the coordinated efforts of legal, tax, banking, valuation, estate planning, and wealth management professionals.
This session will examine the business owner's journey through the lifecycle of business ownership, from building enterprise value and implementing succession strategies to navigating a liquidity event and managing wealth after transition. Using a case study and moderated panel discussion format, attendees will gain practical insights into the opportunities, risks, and planning considerations that arise at each stage of the lifecycle.
The discussion will focus on the factors that increase the probability of a successful transition, emphasizing the importance of early planning, advisor coordination, succession readiness, transaction preparedness, and post-transition wealth and estate planning. The program is designed to provide attorneys, CPAs, CFP® professionals, trust officers, and other advisors with a framework for identifying and addressing issues commonly encountered by privately held business owners.
Technical topics discussed will include succession planning alternatives, buy-sell agreement considerations, valuation and transfer planning issues, transaction readiness, estate and tax planning coordination, liquidity-event planning, and post-transition wealth management considerations for owners of closely held businesses. Examples will be used to illustrate planning opportunities and common challenges encountered throughout the business-owner lifecycle.
LEARNING OBJECTIVES:
- Identify the unique planning challenges faced by privately held business owners and explain how those challenges differ from traditional wealth management and estate planning situations.
- Recognize key risks and opportunities that arise throughout the business-owner lifecycle, including business growth, succession planning, business transition, and post-liquidity wealth management.
- Evaluate common business succession and ownership transition strategies, including internal transfers, family succession, management buyouts, and third-party sales.
- Explain the importance of coordinating legal, tax, banking, valuation, estate, and wealth planning disciplines when advising business-owner clients.
- Identify planning opportunities that may be lost or diminished when succession and transition planning is delayed, particularly as a business approaches a liquidity event.
- Discuss common post-transition financial, estate, and wealth management considerations that business owners face after the sale or transfer of a closely held business.
- Apply a business-owner planning framework to help clients improve readiness for transition and increase the likelihood of achieving both financial and personal objectives.
SPEAKERS:
Moderator:
Michael A. MacKenzie, CFP®
Senior Vice President & Director of Relationship Strategy
PNC Private Bank
Panelists:
Brian L. Flory
Senior Vice President, Corporate Banking
PNC Bank
Regina C. Garrido, J.D., CPA
Senior Vice President, Private Business Strategist
PNC Private Bank
Martina S. Walker, CFP®
Senior Vice President, Fiduciary Market Manager
PNC Private Bank
