UB Private Bank Perspectives: The Art and Science of Preparing Your Business for Sale
Date/Time
Jun 16, 2021
9:00 am - 10:00 am
Whether you plan to sell your business in the near term, or are several years away, taking the right steps to prepare your business for sale can have a significant impact on the success of this important transaction. Please join us for this special presentation where we will explore steps that you can take to drive value creation, why timing is so important and how understanding your motivation for selling is a critical first step in the process.
Host:
Steve Sherline, CFP, Private Wealth Management Executive Union Bank, The Private Bank
Panelists:
Rick Chance, Managing Director and Head of Strategic Relationships, Intrepid Investment Bankers
Min Yoo, Senior Wealth Strategists, Union Bank, The Private Bank