Protecting Your Personal Wealth: How Does a Business Owner Value Their Business, Successfully Sell Their Firm and Protect Their Proceeds for the Long Term?
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
Panelists:
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
RSVP You are welcome to bring a guest who would benefit from hearing Bernstein’s perspective. |