Protecting Your Personal Wealth: How Does a Business Owner Value Their Business, Successfully Sell Their Firm and Protect Their Proceeds for the Long Term?

November 16, 2017 at 4:00pm6:00pm

Private Wealth Management
1735 Market Street, 38th Floor
Philadelphia, PA 19103

Selling a private business is best thought of as an ongoing planning process that begins well before a company sale is consummated and ends well afterward. Our panel will discuss various options facing business owners today. We will cover an array of ownership-transition strategies and how the choices made can impact wealth over time.

Moderated by:
Scott Repke, Principal—Bernstein

Donald R. Braun, Jr., Managing Director—Bernstein
Mark Gaeto, Managing Director—Falcon Capital Partners LLC
Michael Harrington, Partner—Fox Rothschild LLP
Frank L. Merenda, President—EAC Valuations LLC

Please respond to Tracie Gilman at [email protected].

You are welcome to bring a guest who would benefit from hearing Bernstein’s perspective.