This M&A Panel will focus on how business owners, CEOs, and CFOs can strategically plan for, and maximize, the value of a sale or exit. Our panel of experts in private equity/family capital, law, tax and transaction advisory will discuss:

• The process involved in acquisitions from the buyer and seller’s perspective
• The optimal tax structure for the future sale of a company
• How to mitigate risk during the sale process
• Post-transaction considerations

Panelists:
Clint Weiler– CFO, West Coast Fitness LLC
Leonard Lee – Partner, Seidler Equity Partners
Leib Orlanski – Partner, K&L Gates, Corporate, M&A, Private Equity
David Adams – Managing Director, CBIZ
Moderator: Seth Goldblum – CBIZ CMF Managing Director