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Preparing For An Exit: What CEOs and CFOs Need to Know (and Do)

October 25, 2018 @ 4:00 pm - 7:30 pm
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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.

Our panel of experts discussed the essential roles CEOs and CFOs play in successful exits. At the end of this discussion, attendees had an understanding of how to:

  • Assemble an effective M&A advisory team
  • Identify roles and expectations for CEOs and CFOs
  • Address key financial, accounting, and tax issues
  • Identify purchasers and managing the sales process
  • Recognize due diligence dos and don’ts
  • Optimize your personal balance sheet to prepare for what happens after the sale
  • Leverage tax reform legislation and its implications in executing M&A transactions, corporate tax planning, and trust/estate planning.
  • Synchronize exit and estate planning to create and develop a wealth and/or legacy plan
  • Reduce income taxes now and estate taxes at death by leveraging gifts and trusts

Our speakers included:

  • Mario DeLuca, Aronson LLC
  • John Ure, Aronson LLC
  • Phil McMann, Aronson Capital Partners
  • Scott Meza, Greenberg Traurig LLP
  • Rod von Lipsey, UBS Private Wealth Management
  • Nicole Geller, Springer Lawson

Our Agenda:

4:00 – 4:30 pm – Networking

4:30 – 6:00 pm – Panel/Q&A

6:00 – 7:30 pm – Reception


October 25, 2018
4:00 pm - 7:30 pm


Aronson LLC
Greenberg Traurig LLP
UBS Wealth Management


Hyatt Tysons Corner
901 Tysons One Pl
Tysons, VA 22102 United States
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