May 25, 2017, 11AM – 12PM PST: Getting Your Company Ready for Sale
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PANEL:
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Craig Lilly, Partner, Baker & McKenzie
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Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management
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Greg Reber, Founder and CEO, AsTech Consulting
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Mike Evans, Managing Director, Newport Board Group
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Neil Morganbesser, President, DelMorgan & Co.
MODERATOR:
MAJOR TOPICS:
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Corporate law imperatives
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Understanding seller motives and goals
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“Institutionalizing” the business
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Assembling the deal team
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Valuation Issues
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Sale process overview
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Potential transaction structures
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Understanding and managing cyber and technology risks
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Due diligence
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Wealth and estate planning for selling shareholders