Millennium Trust Company

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AM&AA 2019 Winter Conference

The Alliance 2019 Winter Conference is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers the valuable face-to-face time.

The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPA’s, attorneys, business valuators, consultants, and other M&A advisors, representing countries from all over the world.

Location

The Doral

Miami, FL

When

February 20, 2019 to
February 22, 2019

A critical aspect of any merger or acquisition—and one that sometimes remains unexamined until late in the deal process—is the handling of qualified retirement plans. In general, buyers can assume sellers’ qualified retirement plans, merge sellers’ plans into the buyers’ plans, require the seller to terminate its plans (as a condition of closing), or require the seller to freeze its plans. Millennium Trust can help you on a case-by-case basis or provide a blanket solution. Stop by our booth and see Ryan Whittington to learn more. 

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