Planning For Voluntary And Involuntary Changes In Your Business’ Ownership


NEW ORLEANS – Join Baker Donelson, Capital One and Chaffe & Associates for “Planning For Voluntary And Involuntary Changes In Your Business’ Ownership,” an in-depth presentation examining the steps involved in preparing your business for a change in ownership.

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         The event takes place on Tuesday, April 7, 2015, at Baker Donelson, 201 St. Charles Ave., Suite 3600, in New Orleans, from 4:00 p.m. – 6:00 p.m.

         The presentation will be followed by a networking cocktail reception.

         Topics to be covered include:

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Sunni LeBeouf

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• Transferring the business to successive generations

• Preparing for unexpected or unwanted changes in ownership

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• Selling the business to an unrelated purchaser

• Managing the business' finances including wealth created by a sale


         Speakers will include:


• Biff Bayard, Baker Donelson

• Robert Wollfarth, Baker Donelson

• Richard Bouchner, Capital One Wealth & Asset Management

• Barry Fine, Senior Wealth Planner, Capital One Wealth & Asset Management

• Frank Devay, Senior Vice President, Mergers & Acquisitions, Chaffe & Associates, Inc.


         Alton "Biff" Bayard is the leader of the Baker Donelson's Tax Department, represents individuals, professionals, business owners and businesses in tax planning, estate planning, structuring business acquisitions, estate administration and disputes. He received his LL.M. from Southern Methodist University in 1980, is Louisiana board certified in tax law since 1985 and in estate planning since 1997, and is recognized in Best Lawyers in America® since 1996 in the areas of Tax Law, Trusts and Estates, Non-Profit/Charities Law, Trusts and Estates Litigation, Litigation and Controversy – Tax, and Closely Held Companies and Family Businesses Law. Bayard has been recognized in Louisiana Super Lawyers since 2007 in the area of Estate Planning and Probate.

         Baker Donelson’s Robert "Rob" Wollfarth represents large and small clients across the country with a wide variety of business matters including, but are not limited to, start-ups, mergers and acquisitions, federal, state and local tax planning and controversy, obtaining tax and economic incentives, business combinations, sales, contractual relationships, financing projects and operations, restructuring, buy-outs and dissolution. Wollfarth prides himself on providing his business clients with creative solutions rather than just answers to their legal questions. His focus remains on helping clients attain their goals, rather than merely a legal result, and doing so in a cost-effective manner.

         Space is limited. Please register online by Tuesday, March 31.

         To register




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