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Session F

Mastering the Art of Liquidity

Presented By: BDO / Hightower Wealth Advisors

Unlock strategies for successfully navigating options for liquidity events while optimizing the value of what could be your most pivotal deal. Engage with a distinguished panel of entrepreneurs, investors, and M&A advisors as they share experiences, insights, and tips for effective pre-and-post-transaction strategy planning. 

Moderator:

Neal Furlong
Senior Wealth Advisor
Hightower Wealth Advisors

Neal brings 25+ years of comprehensive planning experience in his role as Senior Wealth Advisor at HighTower, a respected St. Louis-based Wealth Management practice. Neal believes in the importance of fundamentals and discipline (stemming from his college football days); it is the approach he takes to creating financial plans. Focused on business owners, Neal’s experience runs from executive/owner benefits through advanced succession planning and holds his Certified Exit Planning Advisor (CEPA®) credentials.

Steve McCullough
Tax Principal
BDO USA, P.C.
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Panelists:

Herb Golterman
CEO
Golterman and Sabo Inc.

 

 

Tom Mingo
Founding Partner
ArchStar Capital
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William Schmidt
General Partner
Cultivation Capital
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Conference Location

36 Forest Club Drive
Clarkson Valley, MO 63005
Tel: (636) 227-5030