Implementing Succession Plans and Exit Strategies for Closely Held Businesses
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PANEL:
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Cristine Sapers, Partner, Loeb & Loeb
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Gregory A. Wahl, Managing Partner, Anton & Chia
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Doug Himmel, President, Melville Capital
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Barry Kastner, Executive Vice President, Bibby Financial Services
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Caleb White, Partner, Newport Board Group
MODERATOR:
MAJOR TOPICS:
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Aligning shareholder and business objectives
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Getting the business ready for sale
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Assembling a deal team
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Pre-sale and sale processes
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Maximizing sales proceeds
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Realizing “hidden” assets
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Financing the transaction
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Due diligence and accounting issues