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: