For yet another year, the AB Bernstein Workshop was a success, and a very dynamic group was in attendance. Thanks to the brilliant moderators John Lenahan, CFP®, TEP, Emily R. (Lehman) Neubert CFP®, and Richard L. N. Weaver, the conversation was deeply personal and vulnerable as well as tactical. Bernstein has a rich history of guiding business owners through various succession planning and exit strategies. The workshop focused on:
⭐ ️ Strategic exit planning and how to maximize your business's value and align the sale terms with your long-term financial goals, including lifestyle and family support.
⭐️ Financial strategies that can enhance financial outcomes both before and after the business sale.
⭐️ Strategies for navigating complex wealth transitions and making value-driven decisions that support family business and philanthropic goals
We’re very grateful to the Bernstein team, John Lenahan, and Francisco Baixauli for putting together this incredible event and our Endeavor Entrepreneurs who attended and participated! 🙏🏽
Juha Mikkola, Jacob Shoihet, Eyal Shats, Alex Robbio, Juan Camilo Meisel, Jorge A. Ruiz M., Raimundo Martinez, Bianca Padilla, German Pugliese Bassi, Fernando González de Villaumbrosia, José V. Fernández, Santiago Rossi, Victor Unda, Matias Rivera Larrain, Claudia Duran, Justin Frain, Katina Orive Cruz, Victor Xavier
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