Selling a Business
Presenter: Christopher J. Clarkson, Director, Wealth Management Group, Bernstein
Selling a private business is best thought of as an ongoing planning process that begins well before the deal is consummated and ends well after. But at every point along this continuum, the owner and his professional team are grappling with and resolving both financial and personal issues. Bernstein's proprietary modeling capabilities can quantify the likelihood that a sale will meet an owner's critical financial objectives and help evaluate the trade-offs across different deal terms.
Christopher J. Clarkson was appointed a Director of the Wealth Management Group in 2005. He has expertise in a variety of complex investment planning issues, including diversification planning for holders of concentrated stock and option portfolios, retirement planning, multigenerational wealth transfer, philanthropy, advanced asset allocation and pre-transaction planning. Clarkson joined the firm in 1995 and has been a member of the Wealth Management Group since 1998. He earned a BA with high honors in business/economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charter holder.