In the webinar titled “Mergers & Acquisitions: What does this mean?,” CEO Jonathan Wilson is joined by experts from Bernstein Private Wealth Management to break down the full lifecycle of a successful merger or acquisition. The conversation covers strategic planning, financial readiness, exit preparation, and post-transaction integration, with a clear, actionable framework for business owners, founders, and leaders looking to unlock enterprise value.
Whether you’re preparing to sell, scale, or simply understand the mechanics of a high-value exit, this webinar delivers the essentials — from strategy to synergy.
Key Highlights:
- Stages of M&A: Strategy, Target & Buyer Assessment, Due Diligence & Day 1 Planning, Integration
- Rainmaker vs. Architect: How to evolve from a founder-reliant model to a scalable, buyer-attractive business
- Exit Planning vs. Business Acceleration: Why growth-oriented planning delivers better multiples
- Core vs. Surplus Capital: How to define what you need vs. what you can use to build a legacy
- Tax & Philanthropic Strategies: Tools like QSBS, charitable trusts, and tax-loss harvesting to optimize post-exit outcomes
- Communication & Integration: Why internal alignment and external messaging matter on and after Day 1
Published: “Mergers & Acquisition” YouTube video
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