Pre-Transaction Planning

There are a confluence of factors that suggest 2021 is looking bright for M&A activity. Join our discussion and hear from leading experts in the investment banking, legal, tax, and wealth management industries regarding the current deal-making environment and how business owners can best prepare, make informed decisions, and, ultimately, fulfill their top goals upon consummating a transaction.

 

Joe Burke, Partner, Transaction Services, Grant Thornton

Jean Stack, Managing Director, Co-Head Government & Defense, Baird

Jonathan Wolcott, Partner, Holland & Knight

Andrew Bishop, Associate Director, Bernstein

Moderator: Jordan Forney, Bernstein