March 18, 2016

Martin Magida moderated a panel of investment bankers for the Exit Planning Exchange of CT session: Investment Banking Process - The Journey to a Closing. During the session, various investment bankers explored a range of strategic options and financing strategies that can be utilize in a transaction process to achieve the optimal result for business owners.

The discussion points included assembling a compressive transaction team, choosing the right investment banker, executing a disciplined transaction process, using competition to maximizing value, managing seller and buyer expectations and getting to a closing. In attendance were CPAs, attorneys, wealth managers, and consultants.