Planning a Lucrative Exit – San Francisco Luncheon and Panel Discussion

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

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


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


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.

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