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Know your number: What a successful business transition looks like

Join Bank of America Private Bank for “Know your number: What a successful business transition looks like,” where we’ll explore the key elements of a successful plan to sell or transition your business.

Procopio Partner Bill Eigner and other panelists will discuss:

  • Why the 2021 mergers and acquisitions environment and corporate tax landscape are reasons to consider planning
  • Things you should do now before engaging in a formal M&A discussion
  • Having the right advisory team in place
  • Three key elements of a successful transition plan

Hosted by Larry Parente, Senior Vice President, Private Client Advisor, Bank of America Private Bank

Panelists:

  • Bill Eigner, Partner, Mergers & Acquisitions and Strategic Joint Ventures, Procopio
  • Kirk Michie, Managing Partner, Candor Advisors
  • Bill Weihs, Director, Business Owner Strategist, Bank of America Private Bank
  • Eric Baggett, Senior Vice President, Wealth Strategies Advisor, Bank of America Private Bank

Tuesday, June 22, 2021 | Noon – 1 p.m. Pacific
Register by June 21

06.22.21
12:00 to 1:00 pm PDT