Free

Preparing For An Exit: What CEOs and CFOs Need to Know (and Do)

Event Information

Share this event

Date and Time

Location

Location

Tegna Building

7950 Jones Branch Drive

Mclean, Va 22107

View Map

Friends Who Are Going
Event description

Description


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.

Join us for a panel discussion about the key elements of a successful M&A strategy. Our panel of experts will discuss the essential roles CEOs and CFOs play in successful exits.

Topics to be addressed include:

  • Assembling an effective M&A advisory team

  • Identifying roles and expectations for CEOs and CFOs

  • Addressing key financial, accounting and tax issues

  • Identifying purchasers and managing the sales process

  • Recognizing due diligence dos and don’ts

  • Optimizing your personal balance sheet and preparing for what happens after the sale

  • Potential tax reform legislation and the implications for M&A transactions, corporate tax planning, and trust/estate considerations

Our speakers include:

  • Sanjay Puri, Founder & CEO of Optimos (sold to Acentia), Investor at Autonebula, Wellisen & ACEL 360

  • Larry Davis, Aronson Capital Partners

  • Mario DeLuca, Aronson LLC

  • Rod von Lipsey, UBS

  • Scott Meza, Greenberg Traurig

  • Todd Steinberg, Greenberg Traurig

Our Agenda:

4:00 - 4:30 pm - Networking

4:30 - 6:00 pm - Panel/Q&A

6:00 - 7:30 pm - Reception


Share with friends

Date and Time

Location

Tegna Building

7950 Jones Branch Drive

Mclean, Va 22107

View Map

Save This Event

Event Saved