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