Webinar | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit

Are you a business owner considering an exit in the near future? It’s important to understand how to navigate the ever-changing M&A landscape. In this webinar, our panel of experts in tax, exit planning, wealth management, and legal strategy will present insights and strategies to maximize value and ensure a smooth transition. The team will also share firsthand experiences of how some business owners have successfully navigated the M&A process. Join us on Thursday, February 27th at Noon for this important presentation.

Presenters:

Daniel L. Chenoweth, MPA, CPA – Partner
PBMares, LLP

Daniel H. Yoo, CFP®, CEPA®, CM&AA® – Senior Wealth Advisor
PBMares Wealth Management

Jordan Savitz – Attorney and Shareholder
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

Webinar | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit
Thursday, February 27, 2025
Noon – 1:00 PM

You may also be interested in our recent blog articles.

The information contained in this webinar and any related materials is not intended to constitute legal, financial, or other professional services advice. The content is provided on an “as is” basis and PBMares makes no representations or warranties about the accuracy or sustainability of any information for your purposes. For any specific questions you may have, please reach out to the presenters or contact us.

ABOUT THE AUTHOR(S):

Daniel L. Chenoweth, MPA, CPA
Partner, Credits & Incentives Team Leader
Daniel provides advanced tax planning and tax consulting for entity tax clients. He has also developed a high level of expertise with consolidated corporations and S-corporations, along with extensive experience in the construction and oil and gas industries.

Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Wealth Advisor and Certified Financial Planner™, Daniel Yoo builds relationships with entrepreneurs, executives and their families to achieve financial harmony with their personal and business goals. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.

The content of this post is accurate as of the date below. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

Webinar | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit

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