Focus on what counts
Events

Navigating the Path to a Successful Exit

Nov 12, 2019
Mandeep Trivedi

When

Tuesday, November 12, 2019  8:00 AM - 10:00 AM

Where

White and Williams LLP
7 Times Square, Suite 2900
New York, NY 10036

Citrin Cooperman, White and Williams LLP, and Hughes Klaiber LLC, invites you to join us for a breakfast seminar on how to successfully prepare your company for sale.

Our panel of M&A professionals, and those who have been through the M&A process, will discuss:

  • Getting the 'house' in order and preparing for the diligence process;
  • The differences between an auction and an exclusive (negotiated) sale process;
    types of buyers and how structure and financing can impact price, valuation and taxation;
  • Dealing with employee equity and retention on sale;
  • Earn-outs and rollover equity; and
  • Indemnification and use of reps and warranties insurance

MODERATOR:

Sally Anne Hughes, Founder, Partner, Hughes Klaiber LLC

PANELISTS: 

Lori Smith, Partner, White and Williams LLP
Mandeep Trivedi, Principal, Citrin Cooperman
Andrew Roth, Chief Strategy Officer & Co-Founder, Bomoda 
Rich Prestegaard, Partner - Business Development, High Road Capital Partners