September 26, 2019, 1PM – 2PM PDT: Maximizing Value in a Private Company Sale

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The panel will discuss valuation drivers, the right time to sell, preparing for an exit, assembling a deal team, sale process, types of potential acquirors, due diligence and negotiations, transaction structure and post-closing issues.  Speakers will also address live questions...

Liquidity and Transition Strategies for Business Owners

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COST: Complimentary SPEAKERS: Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management Brad Bonde, CPA, Shareholder, LBMC Cindy Brittain, Partner, Katten Oscar Pinkas, Partner, Dentons MODERATOR: Alex Kasdan, Senior Managing...

Preparing for an Exit: Private Company Valuation

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PANEL: Mark Higgins, President, Higgins, Marcus & Lovett Inc., Alan Cox, Senior Vice President, Chair of Intellectual Property Practice, NERA Economic Consulting Gregory A. Wahl, Managing Partner, Anton & Chia Edward Renn, Partner, Withersworldwide Doug Himmel, President,...