What to Know Before You Go...Public, Merge, or Sell

What to Know Before You Go...Public, Merge, or Sell


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Congratulations, you came up with an amazing idea and are successfully building a great business. What's the end goal for your company? This session will educate you on key strategies you should consider implementing prior to your liquidity event, merger, succession plan, or IPO to keep more of your hard-earned money. Hear from Vance Barse, former consultant to leading financial advisors and Founder of Your Dedicated Fiduciary®, introduce advanced financial planning, tax reduction, charitable planning, and other strategies that can have a big impact and bring tremendous value. Much of this value is by bridging the gap that often exists between the tax and investment worlds. This is a "must attend" session if you ever plan on selling, merging, transferring, or going public with your company.



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San Diego Startup Week will be at the Convention Center
May 26th - May 30th, 2020

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