Skip to Content
Session A

Preparing for your Post-Deal Legacy

Presented By: AB Bernstein / Nutter McClennen & Fish LLP

How can you take a holistic approach to a liquidity event with your legacy in mind? Hear from a panel of experts and entrepreneurs as they discuss what they did before, during, and after a transaction to align their pre-deal expectations with post-deal results. 


Shannon Zollo
Chair, Mergers and Acquisitions and Private Equity

Shannon advises clients on a wide range of corporate law matters, including mergers and acquisitions, private equity, venture capital, executive compensation, and corporate governance. Shannon has significant expertise in the life sciences, health care, technology, and defense sectors. He also serves as outside general counsel to a number of privately held companies.


Jennifer Goode
Director, Institute for Trust and Estate Planning
Bernstein Private Wealth Management

Working with clients on their estate plans lets me tap into my innate sense of curiosity. Each day brings fresh questions that are just waiting to be explored. And finding the answer is like discovering a remote place I've never ventured to before—just thrilling.

The decision to leave the practice of law and join Bernstein felt like a natural evolution for me. As a self-proclaimed nerd, I love research. I view it as an intellectual adventure where you slowly build out the landscape of an issue with every article or code section you read, all while attempting to avoid distracting “rabbit holes” (yet still occasionally falling into them). At the end of your journey, you’ve gained a new understanding and appreciation of the topic and have forged the tools necessary to address any related issues you find “in the wild.” My excitement about research also inspires me to teach others. Who doesn’t love sharing a fun fact you just learned?

Doyle Jensen
ProCare Rx

Doyle Jensen is 25 year veteran of the pharmacy technology space. Currently leading the growth of a $5 billion Prescription Benefit Manager. Involved intimately from market research, product creation, go to market strategies and scale. Historically involved in 3 build and sells with the last exit at almost a billion dollars. A sustained record of driving success in life cycles of PBM services, enterprise software and robotic fulfillment technology solutions to the largest and most recognized global brands impacting KPIs across all areas of clients’ operations. Consistently effective in assessing market needs/trends, forging relationships with C-level decision makers and building/transforming high-performing sales focused companies.

"Understand the problem, then design the solution".


Chris Turner
Managing Partner
Turner Brothers, LLC

Chris is a Managing Partner at Turner Brothers, LLC, a second generation high-quality concrete contractor servicing commercial, multi-family, residential, and distribution clients since 1981. Turner Brothers has experienced significant growth and has expanded its footprint throughout the East Coast from Massachusetts to Southern Florida. With over 20 years of industry experience, Chris is responsible for Turner Brother’s strategic, marketing, financial and operational performance.


Conference Location

10 Huntington Avenue
Boston, MA 02116
Tel: (617) 262-9600