Join the FENG Tampa Chapter for an exclusive in-person event “Exit Strategies for Business Owners: A CFO's Guide” sponsored by our chapter friends at Bernstein Private Wealth Management. This session will feature a panel of experts specializing in M&A, Tax Strategy, and Investment Advisory, who will share insights on maximizing business value, structuring a tax-efficient exit, and managing post-sale wealth. The discussion will be moderated by Megan Heffron, CFP®, Vice President, Wealth Management, along with her distinguished colleagues at Bernstein and her partners at Lippes Mathias LLP and LCG Advisors, who bring extensive experience guiding business owners through complex financial transitions. 

Meet the Panelists:

• Eric Leightner - Director of Wealth Strategies, Bernstein Private Wealth Management
• Sara Qureshi - M&A Counsel with Lippes Mathias LLP
• Jay Clark - Senior Managing Director of Investment banking with LCG Advisors

Event attendees will gain actionable strategies for preparing their businesses for a successful exit while avoiding common pitfalls. This interactive event will provide practical insights tailored to entrepreneurs and executives, ensuring they walk away with clear strategies for a smooth and profitable transition. Networking opportunities before and after the session will allow attendees to connect with finance professionals, business owners, and industry leaders.

Moderator:

Megan Heffron, CFP®, Vice President, Wealth Management
https://www.linkedin.com/in/megan-heffron-cfp%C2%AE%EF%B8%8F-a79207a0/

Meet the Panelists:

Eric Leightner - Director of Wealth Strategies, Bernstein Private Wealth Management

Sara Qureshi - M&A Counsel with Lippes Mathias LLP

https://www.linkedin.com/in/saraqureshi2017/

Jay Clark - Senior Managing Director of Investment banking with LCG Advisor

https://www.linkedin.com/in/jay-clark-8a75aa7/

Jay Clark leads LCG’s Investment Banking efforts in Tampa, Florida, advising privately held middle market companies on sales, acquisitions, and capital raises. With over 37 years of experience and more than $3.8 billion in completed transactions, his background spans roles at Algon Group, FD Capital Advisors, Navigant Capital Advisors, and Synovus Investment Banking. Earlier in his career, he held positions at GMA Partners, Legacy Securities, KPMG Corporate Finance, and began in corporate banking at NCNB (now Bank of America). Mr. Clark holds an MBA from Emory University’s Goizueta School of Business and a BS in Business Administration from the University of Florida. He is active in the Association for Corporate Growth and frequently speaks on investment banking topics.

 More information to follow.