What Every CEO Must Know
Before An Exit

On average, 80% of an entrepreneurs‘ wealth (and future wealth) is tied up in their business, making it too costly to ignore. But how do you know what you might be missing?

Recovering Venture Capitalist Audrey Jacobs, now Financial Advisor at Bernstein Private Wealth Management, invites you to discover the top overlooked opportunities to maximize wealth and charitable giving upon an exit. Brian Haloossim, Head of Bernstein‘s Western Region, will share the firm‘s extensive strategies working with entrepreneurs at every stage. Audrey and Brian will cover: 

• when you need to engage the right trusted advisors;
• tips for proactive planning before M&A or an IPO;
• extraordinary tax saving strategies using Qualified Small Business Stock (QSBS);
• potential implications of today's tax proposals, 

Audience participation is both welcomed and encouraged! 

Monday, November 15, 2021
04:00 - 05:00 p.m. PT
(7pm ET, 6pm CT, 5pm MT)