Exit Planning + Maximizing the Value of Your Business

Eric presented alongside Kaz Unalan, Director, Tax & Business Advisory Services at GBQ Partners; John Herubin, Managing Director at Edgepoint Capital; and Charles Jarrett, CFP, CPWA, CRPC, Sr. Vice President at Merrill Lynch Private Wealth Management on Tuesday, April 30 for a seminar on Exit Planning + Maximizing the Value of Your Business. The seminar gave an introduction to liquidity planning, timing, and liquid options; a review of macro-conditions that are driving the current M+A market, common pitfalls as well as organizational and operational strategies to adopt prior to engaging in sale process, and more.