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Session B

Anatomy Of A Sell-Side Deal: A Case Study

Presented By: Herbein & Company and Confluence Advisors

An entrepreneur and panel of M&A advisers peel back the curtain for a special inside look at how the deal came together to sell his company. The group will share best practices used, as well as how to identify — and overcome — common pitfalls for structuring, negotiating and closing middle-market M&A transactions.



Tom Bakaitus, Jr.
Partner-In-Charge, Western PA
Herbein + Company Inc.

Tom is a CPA who serves as tax partner and operating officer of Herbein + Company Inc., a 180-plus person CPA firm with eight offices across Pennsylvania. Over 90 percent of Tom’s clients fall in the category of closely held or family-owned businesses. He provides those clients with accounting and business advisory services as well as tax planning and consulting. Tom spends much of his time structuring complex transactions and acquisitions.

Conference Location

600 Commonwealth Place
Pittsburgh, PA 15222
Tel: (412) 391-4600