November 12, 2020; 1:00 – 2:00 PM PDT: Planning and Strategies for Business Owners Contemplating a Sale

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REGISTER COMPLIMENTARY / SUMBIT QUESTIONS TO THE PANEL While the current crisis has had a severe negative impact on the economy, the current downturn and valuation uncertainties have also presented significant opportunities for business owners to engage in estate, wealth and tax...
Expert Webcast June 30 2020

Preparing a Company for Sale After the COVID Crisis

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WATCH THE REPLAY Prior to COVID-19, private company exits enjoyed a seller’s market:  high valuations, tremendous amount of capital available from both, financial and strategic buyers, and ready availability of acquisition debt financing.  The pandemic created...

May 25, 2017, 11AM – 12PM PST: Getting Your Company Ready for Sale

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PANEL: Craig Lilly, Partner, Baker & McKenzie Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management Greg Reber, Founder and CEO, AsTech Consulting Mike Evans, Managing Director, Newport Board Group Neil Morganbesser,...

Maximizing Value and Proceeds from a Sale of a Private Company

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PANEL: Allan Duboff, Partner, Loeb & Loeb Neil Finestone, CEO, Finestone Partners Jim Andersen, Partner, Hemming Morse Linda Deitch, Partner, Loeb & Loeb MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. DESCRIPTION: Our panel of experts will discuss...