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New Year, New Deals

On January 14th, six panelists, including our own Cassie Dobos, discusses pre- and post-closing integration, sourcing deals, the pathway to closing, wealth planning and management considerations.

    • Learn about pre- and post-closing best practices for sellers and post-closing integration for buyers.
    • Review lessons from 2020 and projections for 2021 regarding sourcing and closing deals from an investment banker’s perspective.
    • Learn about pre-closing preparedness and post-closing considerations from a wealth management and financial planning perspective.

Cassie Dobos is a genuine, curious, and dedicated investment banker, with expertise in developing investment thesis for companies and managing M&A deals over many hurdles. She focuses on business owners that value impact, ambition, and family. At the Forbes M+A Group, Cassie’s team focuses on helping high growth companies navigate the complex process of selling or buying businesses. In managing the ownership transition of a closely held company, the old adage that “the devil is in the details” is widely underestimated. Forbes M+A Group’s diligent scrutiny of all types of deal-making details is a hallmark of the team approaches each ownership transaction process.

Click here to access the webinar.