This was a virtual panel-driven session is designed to help any business owner who is thinking about exiting or transitioning a business. Whether you are the owner or an advisor to clients looking at an exit strategy, this session will help you understand today’s M&A marketplace. What drivers increase or decrease value? How does private equity play a role in M&A? What do you need to do before taking your company to an investment banker or broker? What is a common timeline to get the deal done?
Understanding the value of a company and creating a tax strategy are core elements to optimizing the net proceeds and/or transfer family wealth. Our panel includes specialists in tax, valuation, M&A, and industry benchmarking data. The event is for leaders considering next steps or it can be used as a resource for younger professionals to learn more about the topic.