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

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Hilton McLean Tysons Corner

7920 Jones Branch Drive

McLean, VA 22102

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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 networking and 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.

At the end of this discussion, you will have an understanding of how to:

  • Assemble an effective M&A advisory team

  • Identify roles and expectations for CEOs and CFOs

  • Address key financial, accounting, and tax issues

  • Identify purchasers and manage the sales process

  • Recognize due diligence do's and don’ts

  • Optimize your personal balance sheet to prepare for what happens after the sale

  • Leverage tax reform legislation and its implications in executing M&A transactions, corporate tax planning, and trust/estate considerations

Our speakers include:

  • Mario DeLuca, Aronson LLC

  • Phil McMann, Aronson Capital Partners

  • Scott Meza, Greenberg Traurig LLP

  • Rod von Lipsey, UBS Private Wealth Management

  • Bob Lohfeld, Sev1Tech

Date and Time

Location

Hilton McLean Tysons Corner

7920 Jones Branch Drive

McLean, VA 22102

View Map

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