It’s a Wonderful Deal: Selling a Business to Achieve Your Goals

That’s the key takeaway from Bernstein Wealth Strategies Group’s white paper “It’s a Wonderful Deal: Selling a Business to Achieve Your Goals”. The paper, which features a detailed case study, demonstrates how effective pre-transaction planning can shift the discussion from price tags and valuation multiples to “What really matters to you?”

Presented by Robert F. Hart, CFP®, Vice President, and Andrew Bishop, Director, Wealth Strategies Group

Click HERE to download the presentation.

Time
11.00 am – 12.00 pm: Keynote presentation; Question & Answer session

Location
Webinar – link will be sent upon registration.

Registration

Questions?
Contact Alanna Barry McCloskey at abarry@iabcn.org or call/text 215.772.3101

Webinar Etiquette
– To join Global Meet, you can use your browser (Chrome, Firefox or Edge), or download the app (to your phone or computer). To join via browser or app, you will need to set up an account with your name and email address.
– Test your AUDIO prior to the meeting to make sure everything is working properly. We will have only our presenters on screen for this program. Once the meeting is underway it will be impossible for us to troubleshoot.
– Be on time.
– Make sure to mute your line if you are not asking questions.
– Treat this like an “in-person” meeting and make sure you are distraction free.