Join the FENG Tampa Chapter for an exclusive in-person event on Business Owner’s Exit Strategy, sponsored by 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, who bring extensive experience guiding business owners through complex financial transitions. 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.

More information to follow