Exit Planning 101: Understanding the Basics of Selling Your Business

May 1, 2024 at 4:30pm6:30pm (PDT)
The Morgan Stanley Offices in Santa Monica

100 Wilshire Boulevard, Suite 1900

Santa Monica, CA 90401

Corporate Counsel, Alexa Steinberg, will be a panelist during the session "Exit Planning 101: Understanding the Basics of Selling Your Business" as part of the Women & Wealth Series hosted by Morgan Stanley. The team of exit planning advisors will be discussing the following: 

  • What is your company worth and is it attractive to a potential buyer? 
  • How do you approach enhancing your valuation? Do you need a growth strategy? 
  • Essential tax and estate planning tips before you get your letter of intent (LOI)
  • What's your number? Essential financial planning to determine your after-tax liquidity needs.
  • Post sale: How do you develop an investment plan that can offset capital gains taxes and generate replacement income? 

Alexa Steinberg is a corporate and transactional attorney for middle-market companies and entrepreneurs. Acting as outside general counsel, Alexa represents privately held companies in a wide range of general corporate and transactional matters, including entity formation, structuring, and commercial transactions. With a focus on mergers and acquisitions, she offers clients guidance on structuring deals and ensuring compliance with relevant laws and regulations.