Understanding how to navigate the evolving M&A landscape is crucial for business owners considering an exit. In this webinar, our expert panel—specializing in tax, exit planning, wealth management, and legal strategy—will share key insights and strategies that can help you maximize value and ensure a seamless transition. They’ll also provide real-world examples of business owners who have successfully gone through the M&A process. Join us on Thursday, February 27th at noon for this valuable discussion.
Webinar | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit
Thursday, February 27, 2025
Noon – 1:00 PM
Presenters:
Daniel H. Yoo, CFP®, CEPA®, CM&AA® – Senior Wealth Advisor
PBMares Wealth Management
Daniel L. Chenoweth, MPA, CPA – Partner
PBMares, LLP
Jordan Savitz – Attorney and Shareholder
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Be sure to consult with your financial advisor on this topic as individual situations may vary. 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:
Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.
