Bernstein


Bowman Hallagan

Email: [email protected]

Website: https://www.bernstein.com/

An Entrepreneur’s Journey to Success – Pre-Transaction Planning.

Prior to any transaction there is a great deal of emotion and the focus for first time sellers is often on the business side (QoE, EBITDA, etc.) and getting the deal over the finish line. However, overlooked are key questions that must be addressed on the personal side that are typically left for, “once the transaction closes”. However, many efficiencies can be left on the table. A non-exhaustive list of things to cover…How much does one need from the transaction? How much can one give away today? What structures can you utilize? How can one quantify competing deal terms? How much should be set aside for taxes and how do I mitigate that liability?

500 Montgomery Street, Suite 600
Alexandria, VA 22314
United States

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