Focus on what counts

Navigating the Path to a Successful Exit

Nov 12, 2019
Mandeep Trivedi


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


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


Sally Anne Hughes, Founder, Partner, Hughes Klaiber LLC


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