Lunch and Learn- It's A Wonderful Deal- Selling a Business to Achieve Your Goals

Lunch and Learn- It's A Wonderful Deal- Selling a Business to Achieve Your Goals
January 01, 1970
12:00 AM
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EVENT DESCRIPTION

The Heart of the Matter: One Question That Will Close the Deal; A Conversation hosted by AB Bernstein

Business owners contemplating a sale often obsess about price tags, growth projections, and valuation multiples. But a good deal depends on more than just the financials. Our experience points to an overlooked question that can help consummate transactions with confidence: “What matters most to you?”

Please join us to discuss a fresh approach to pre-transaction planning, including:
- Establishing priorities and analyzing potential deals to gauge alignment
- Evaluating deal economics to help direct sale proceeds
- Analyzing initial tax implications and modeling wealth-enhancing charitable planning strategies

EVENT OBJECTIVE

EVENT DETAILS

Company:
Bernstein Private Wealth Management

Number of Hours:
0 (Recommended)

Prerequisite:
None

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group Internet Based

Number Of Days:

Food Included:

Seminar Number:

Early Cut Off Date:
01/01/1970

Phone:

Venue:
,

Accommodations:
,

Recommended For:
CPA, EA, AFSP, Maryland Preparer

Approved By: