Private Business Transactions - The Board’s Role in Positioning for Success

Overview

Planning a successful business transition takes careful preparation. Meeting the goals of the owner, future owners and the business itself, with its employees and other stakeholders can be a delicate balance. Looking after the wealth of current and, potentially future, owners and the ongoing health of the business and its employees requires advanced planning on many dimensions, both technical and emotional. From handling inter-generational matters to maximizing tax positions, these can have lasting effects. In these moments, mature and professional Board advice and governance play a vital role.

Join us at the offices of Bank of America for an expert panel discussion that weaves together these themes.

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Panelists 

Robert Drouin Managing Director and Wealth Strategies Advisor Bank of America Private Bank

Robert Drouin is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Boston, Massachusetts. He welcomes the opportunity to help clients and their families seek ways to grow, preserve and transfer their wealth most effectively. Robert serves in an advisory role to help analyze clients’ current tax situations, estate, gifting and charitable plans, investment portfolios, retirement plans and executive compensation arrangements. (Robert does not offer tax or accounting advice in his role at Bank of America Private Bank.)

Robert earned his bachelor’s degree in mathematics, his master’s degree in professional accountancy and his master’s degree in taxation from Georgia State University. He is a member of the American Institute of Certified Public Accountants’ Personal Financial Planning Division, the Massachusetts Society of Certified Public Accountants, and Boston Estate Planning Council.

Frank Graziana Partner — National Personal Financial Services Leader PwC

Frank Graziano with more than 25 years of professional experience, leads PwC’s National Personal Financial Services practice. He focuses on serving individuals and their families as they navigate through each stage of their life cycle, including income tax planning, estate tax planning, international tax, transactional planning, generational planning, and family-office planning. Frank specializes in understanding the strategy and business objectives of private companies and their owners. 

Caleb White Principal CFAR

Caleb E. White, Principal, specializes in the complex strategic and operational issues facing today’s organizations. He draws on his experience as a high impact leader in both privately-held and large public companies, at different stages of development and across multiple industries. This includes leading his sixth-generation family business, Ensign-Bickford Industries, Inc. Caleb brings both personal and professional insight to leadership and governance dilemmas facing clients.

As a member of CFAR’s Owner-Led Business practice, Caleb’s work is driven by an ability to create strategic value: identifying investment/acquisition opportunities, strong P&L acumen, and dedication to building a culture of operational excellence. From his experience in his family’s business, he is also particularly attuned to high stakes shareholder issues and complex multi-generational family business dynamics.

He is a member of its Board of Directors. Caleb also serves as a Director of the Lee Company, Axiam Inc., and Brokers International, and has been a member of numerous non-profit boards throughout his career, including St. Mark’s School of Southboro, MA and the Eugene O’Neill Theater Center, which was founded by his father.

Caleb received his MBA from Northwestern University/Kellogg Graduate School of Management, and his BA in East Asian Studies from Yale University.

Moderator

Donald Jones, CFA, CAIA Managing Director and Private Client Advisor Bank of America Private Bank

Donald K. Jones is a Managing Director and Private Client Advisor with Bank of America Private Bank in Boston, Massachusetts. Don works closely with high-net-worth individuals and families, developing in-depth strategies and offerings that align with their financial goals. He has experience serving senior executives and entrepreneurs in technology and biotechnology, hedge fund and private equity principals, private company business owners, entertainment executives, and professional athletes (NFL, NBA, MLB, NHL, MLS). Don offers a highly personalized approach with the goal of growing, preserving, and transferring wealth, offering strategies that reflect the unique characteristics of each client.

Prior to joining Bank of America Private Bank (formerly U.S. Trust), Don was a Vice President with Goldman Sachs Private Wealth Management. He earned his B.A. in economics from Harvard University. Don is a CFA(R) charterholder and also holds the Chartered Alternative Investment AnalystSM designation.

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