Live Event: Preparing For An Exit

What CEOs and CFOs Need to Know (and Do)

In today’s competitive M&A environment, successful exits require advance planning and diligent execution. A well thought-out M&A strategy will enhance your company’s strengths, address weaknesses, and anticipate the expectations of strategic and financial buyers—all of which will contribute to the likelihood of a successful sale.

Join us for a panel discussion about the key elements of a successful M&A strategy. Our panel of experts will discuss the essential roles CEOs and CFOs play in successful exits.

Topics to be addressed include:

  • Assembling an effective M&A advisory team
  • Identifying roles and expectations for CEOs and CFOs
  • Addressing key financial, accounting and tax issues
  • Identifying purchasers and managing the sales process
  • Recognizing due diligence dos and don’ts
  • Optimizing your personal balance sheet and preparing for what happens after the sale
  • Potential tax reform legislation and the implications for M&A transactions, corporate tax planning, and trust/estate considerations

Our speakers include:

Live Event
Date & Time: 
November 8, 2017 - 4:00pm to 7:30pm