October 7th Meeting

Speaker: David Berstein, Exit Planning for Small Business

Utilizing his vast knowledge on topics relating to mergers, acquisitions, corporate finance, business development, venture capital, and financial analysis, David’s talk will cover:

Exit Planning and Strategies for Optimizing Your Exit

1. Understanding Internal and External Exit/Succession Options
2. Develop and Determine Owner’s Preferences and Objectives
3. Preparing for Ownership Transfers and Engineering for Salability
4. Maximize, Grow and Protect Business Value
5. Assembling the Team
6. How to Exit

David Bernstein is a Principal of RLS Associates, the oldest and largest mergers, acquisitions and divestitures, private investment banking and management consulting business headquartered in Wilmington, Delaware.  David has worked in the private sector mergers and acquisitions, capital formation and strategic management consulting fields since 1988 and has been involved in transactions and assignments involving buyers and sellers ranging from Fortune 500 Companies to small entrepreneurial enterprises.

David obtained a Bachelors of Arts degree in Economics, with a concentration in Finance, from Rutgers College and Juris Doctor and Masters of Business Administration degrees from Widener University.  In addition to being admitted to practice law in New Jersey and Pennsylvania, David is a member of the Association for Corporate Growth, and has served on a variety of for profit and non-profit boards of directors.

Menu: Whatever you care to make!!