Speaker, NJ Financial Executives International, "Strategic Structuring through Additional Entities," Saddlebrook, NJ

Peter Ulrich and Todd Kellert will discuss ways in which existing operating companies may benefit from the creation and structuring of new entities to address a mix of strategic planning situations, including:

• • The establishment of lower-tier entities to efficiently structure certain M&A transactions
  • Separating out new business opportunities to address capital, regulatory, or governance needs
  • Joint ventures: whether to form a new entity or simply enter into a contractual relationship
  • Asset protection
  • Additional uses of entities to address tax and other legal constraints that may prevent a business from operating or growing as efficiently as it might otherwise be able to