"Maximizing Returns in M&A Transactions"

Tuesday, February 7, 2012
7:30 a.m. - 10:00 a.m.


Palma Ceia Golf & Country Club
1601 S. MacDill Avenue
Tampa, Florida

Shumaker, Loop & Kendrick, LLP, Cherry Bekaert & Holland, LLP, and Bernstein Global Wealth Management in conjunction with the FEI Tampa Bay Chapter invite you to attend Maximizing Returns in M&A Transactions.

Program Schedule

  • 7:30 a.m. – 8:00 a.m. Networking, Breakfast and Registration
  • 8:00 a.m. – 10:00 a.m. Presentation

Key Topics for Panel Discussion

  • M&A Outlook – An overview of the current and forecasted M&A landscape
  • Planning Ahead – What sellers should consider in preparing to sell a business
  • Structuring the Transaction – Various deal structures designed to maximize your return
  • Case Study – An analysis of the net impact on wealth from the sale of a business based on various structures and pre-planning decisions


This program is designed for those looking to further their knowledge of M&A transactions and planning.

CPE Accreditation

  • Prerequisites/Advance Prep – General Understanding of M&A Activity
  • Recommended Hours of CPE - 2 Hours
  • Delivery Method – Group Live
  • Program Level – Advanced
  • CPE Category – Tax


  • Marc Seaverson, Bernstein Global Wealth Management
  • Barry Weins, Cherry Bekaert & Holland, LLP
  • Julio C. Esquivel, William Swindle, and Gregory C. Yadley, Shumaker, Loop & Kendrick, LLP

Please RSVP by February 1, 2012 to Kari Chucko @ 813.227.2343 or rsvp@shumaker.com.

Complimentary parking is available. There is no fee for this seminar. Seating is limited.