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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.
Webinar | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit
Thursday, February 27, 2025
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
For a copy of the recording and presentation slides, please fill out the form below.
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.
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