"Guiding Clients Through the Sale Process and Liquidity Event"
A Panel for Financial Advisors and Deal Professionals
This panel event uniquely brings together financial advisors and deal professionals for a focused discussion on guiding clients through the complexities of selling their business and transitioning illiquid assets into diversified investment portfolios. Attendees will gain practical insights from local professionals while enjoying an intimate setting that encourages meaningful networking. Join us for a panel featuring Matt Rupprecht, CFA from PMCF Investment Banking, Sarah Hannibal, CFA from Wealthspire Advisors, and Zach Hammond from JP Morgan, with Leah Ierardi, CFA from Huron Capital moderating the discussion.
The panel will offer valuable insights from a sell-side advisor, a financial advisor, and a former business owner who has experienced the sale process firsthand. Topics will focus on how to effectively support your client throughout the sale and liquidity event, covering essential preparatory steps before initiating the process, strategies for navigating the intermediary landscape, and key considerations for long-term financial planning.
Agenda:
5:30 - 6:30 PM Panel Discussion
6:30 - 7:30 PM Networking with Cocktails and Charcuterie
Space is limited so secure your spot today.
Event Sponsored By: JP Morgan, PMCF Investment Banking, and Wealthspire Advisors