Logistics Brief


    Considerations for Advising Your Clients Exiting a Business

EVENT | Private Client Services

June 24, 2019 | New York, NY

Learn more and register now for this event.


Selling a business is high on the list of the most important things your client will ever do.  However, the catalysts driving the sale are often external factors over which the owner has no control. It is for that reason it is so important to advise your clients to prepare their businesses for a potential sale long before that decision is made.

Insights will be provided on:

  • How to know it’s the right time to sell
  • How a company is valued and what your clients can do to increase value
  • Where to find the professional experts needed to help them through the process
  • Important considerations that impact life after the sale

6pm – 8pm | The Modern, NYC

Speakers include:

  • Rick Jain, Managing Director & Investment Committee Member | Star Mountain Capital
  • Jere Doyle, Senior Vice President | BNY Mellon Wealth Management
  • Jason Pourakis, Partner | Mazars USA LLP
  • Joan Antoniello, Principal | Mazars USA Wealth Advisors, Moderator

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