Planning a Lucrative Exit – San Francisco Luncheon and Panel Discussion

Thursday, March 30, 2017
12:00–2:00 p.m.
Panel Discussion and Luncheon

Bernstein
555 California Street, Suite 4400
San Francisco, California

Please click here to RSVP

Selling or transferring a business can be a complex process. Over the course of a panel discussion, this group of interdisciplinary professional advisors will discuss:

  • Current trends in M&A transactions
  • How to avoid the common mistakes that entrepreneurs make
  • How getting the right M&A team matters
  • How business process, technology, and employee planning and preparation can impact acquisition interest and a successful transition
  • Considerations for your post–sale involvement and that of your family and key employees
  • How to ensure that your exit package is structured in a way that will secure your lifetime spending needs and meet your other personal goals, such as charitable giving and tax-efficient wealth transfer

Panelists:

Antonio de Cárdenas JD, CEO | Parallel 23 and De Cárdenas Law Group
Stefan Hofmeyer, Partner | Global PMI Partners
Jeremy Holland, Managing Partner, Origination | The Riverside Company
Steve Schilling, CFA Director | Bernstein Private Wealth Management

Moderator:

Joseph Dylan Malot, Vice President | Bernstein Private Wealth Management

For more information on our panelists, click here.

You are welcome to bring a guest who would benefit from the discussion. We look forward to seeing you.

Interested in learning more about Global PMI Partners? Join us, join our network, or join our mailing list.

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