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Preparing for an Exit 2019

November 20, 2019 @ 4:00 pm - 7:00 pm
Past Event
  • This event has passed.

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.

On 11/20, our panel of experts discussed the essential roles CEOs and CFOs play in successful exits.

At the end of this discussion, attendees gained 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 manage the sales process
  • Recognize due diligence do’s 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 considerations

Our speakers included:

  • Mario DeLuca, Aronson LLC
  • Phil McMann, Aronson Capital Partners
  • Scott Meza, Greenberg Traurig LLP
  • Rod von Lipsey, UBS Private Wealth Management
  • Bob Lohfeld, Sev1Tech


November 20, 2019
4:00 pm - 7:00 pm
Event Tags:


Aronson LLC
Aronson Capital Partners
Greenberg Traurig LLP
UBS Wealth Management


Hilton McLean Tysons Corner
7920 Jones Branch Drive
McLean, VA 22102 United States
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