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Thursday, 6th April

12:00 - 2:00 pm | Location: Bernstein, 555 California Street, Suite 4400 San Francisco, California

Show Me the Money: Planning a Lucrative Exit

Show Me the Money: Planning a Lucrative Exit

April 6 San Francisco

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:

  • When is the right time to plan an exit—Is the current market favorable to sell?
  • How to attract multiple buyers in a competitive sale process and why that’s critical to getting the best deal?
  • How can your customer base and sales/marketing approach significantly enhance the value of your business?
  • Why accurate, well-organized books and records are important to smooth due diligence and sale value
  • How to minimize taxes and net more proceeds for you, your family, and employees
  • How to integrate your personal goals with key tax and estate planning strategies to ensure you have enough money to meet your long-term planning needs


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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