Northern Virginia Greenberg Traurig Shareholders, Jon Forster and Scott Meza, participated as panelists in the program titled, “Preparing For An Exit: What CEOs and CFOs Need to Know (and Do)” on Nov. 2, 2016, in McLean, VA. Greenberg Traurig was a co-sponsor of this program.

The program focused on specific elements of a successful M&A transaction not only from a corporate standpoint, but also from the founders’ perspective on how to maximize the net financial results. Participants benefited from enhancing their M&A strategy to build company strength, address weaknesses, and anticipate expectations of strategic and financial buyer’s contributions to the likelihood of a successful sale.

Topics included: developing pre-transaction strategic tax and financial planning; reviewing legal issues that you can’t afford to miss; identifying roles and expectations for CEOs and CFOs; assembling an effective M&A advisory team; addressing key tax considerations including transaction structures; listing the pros and cons of the top 3 liquidity choices; optimizing your personal balance sheet for the liquidity event; preparing for what happens after the sale; identifying purchasers; and recognizing due diligence dos and don’ts.