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Show Me the Money: Planning a Lucrative Exit |   News Date : Mar. 23, 2017

With the new administration in the White House, change is upon us and many promises have been made: deep tax cuts, more infrastructure spending and manufacturing jobs, healthcare reforms and trade protectionism. Against a backdrop of the Fed’s planned interest rate hikes this year, how might these factors affect the business climate and the economy? And how might this impact the value and salability of your business?

Please join our distinguished panelists as they discuss:


Craig Hamm, Partner, Assurance & Consulting | BPM
Jan Robertson, Co-Founder and Managing Partner | SiVal Advisors, LLC
Steve Schilling, Director, Wealth Planning and Analysis | Bernstein
Scott Taylor, Partner, Assurance | BPM
Jennifer Vessels, CEO & Founder | Next Step


Edward Wenrick, Principal | Bernstein

To learn more about our panelists, please click here.

Date and Location:
Thursday, April 6, 2017
12:00–2:00 p.m.
Presentation and Luncheon

555 California Street, Suite 4400
San Francisco, California

RSVP – Please respond by clicking here.

You are welcome to bring a guest who would benefit from hearing our perspective. We look forward to seeing you.

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