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b'Nick Bertha, Director of Wealth and Trust Planning, and President of Fieldpoint Private Trust Company, as well as Adam Ercoli, Director of Commercial Banking at Fieldpoint Private, a fast-growing private bank serving entrepreneurs, families, businesses and institutions joins Enterprise Radio.
Listen\\xa0to host\\xa0Eric Dye\\xa0& guests\\xa0Nick Bertha & Adam\\xa0Ercoli\\xa0discuss the following:

* Adam, for business owners contemplating an eventual sale of their business, is there a single biggest threat to realizing the full financial value from what they\\u2019ve built?
* Talk about valuation. That\\u2019s like an act of God\\u2026are there steps entrepreneurs can take to mitigate the risk of hitting a bad point in the cycle?
* Nick, can employee stock plans, also called ESOPs, be part of this?
* Talk about the tax piece\\u2026 what is the tax risk and how can owners reduce it?


Mr. Nick Bertha is President of the Fieldpoint Trust Company and works with Fieldpoint Private Securities, LLC clients on complex estate and income tax issues, and helps ultra-high-net-worth families manage their wealth. He has expert-level capability in tax law, wealth transfer, and trusts & estates. His extensive career, spanning over 30 years, includes prominent positions at Credit Suisse, DLJ and US Trust Company, where he led the Financial Counseling Group for many years. His work has been published in leading journals including Trusts & Estates Magazine and the Tax Lawyer. He is currently on the Conference Board of the Trust & Wealth Management Division of the American Bankers Association. Mr. Bertha has a BA and JD from Marquette University and a MS in Taxation from the University of Wisconsin, Milwaukee campus.
Check the background of this investment professional on FINRA\\u2019s BrokerCheck.
Mr. Adam Ercoli joined Fieldpoint Private in 2020, with 15 years\\u2019 financial services experience, including more than a decade in commercial banking. Most recently, he was with Stamford, Connecticut-based Patriot Bank, where he served as a Commercial Banking Team Leader, managing commercial lending and branch staff, and working with entrepreneur clients to deliver commercial and industrial loans, leveraged finance and commercial real estate credit. Prior to that, he was a commercial banker with Connecticut Community Bank. Mr. Ercoli began his commercial banking career Florida, with Synovus Bank and Fifth Third Bank, in Sarasota.
Mr. Ercoli earned his bachelor\\u2019s in business administration from Marist College, and his MBA at the University of Tampa. Additionally, he is a graduate of the Stonier School of Banking at the University of Pennsylvania\\u2019s Wharton School of Business. Since 2015 he has served as a director of the ONS Foundation for Clinical Research and Education.

Website: https://www.fieldpointprivate.com
Social Media Links:
Linkedin: https://linkedin.com/company/fieldpoint-private

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