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Session A

Preparing for your Post-Deal Legacy

Presented By: AB Bernstein / Nutter McClennen & Fish LLP

How can you take a holistic approach to a liquidity event with your legacy in mind? Hear from a panel of experts and entrepreneurs as they discuss what they did before, during, and after a transaction to align their pre-deal expectations with post-deal results. 

Moderator:

Shannon Zollo
Chair, Mergers and Acquisitions and Private Equity
Nutter

Shannon advises clients on a wide range of corporate law matters, including mergers and acquisitions, private equity, venture capital, executive compensation, and corporate governance. Shannon has significant expertise in the life sciences, health care, technology, and defense sectors. He also serves as outside general counsel to a number of privately held companies.

Panelists:

Jennifer Goode
Director, Institute for Trust and Estate Planning
Bernstein Private Wealth Management
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Doyle Jensen
CEO
ProCare Rx
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Chris Turner
Managing Partner
Turner Brothers, LLC
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Conference Location

10 Huntington Avenue
Boston, MA 02116
Tel: (617) 262-9600