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Session B

Anatomy Of A Sell-Side Deal: A Case Study

Presented By: Herbein & Company and Confluence Advisors

An entrepreneur and panel of M&A advisers peel back the curtain for a special inside look at how the deal came together to sell his company. The group will share best practices used, as well as how to identify — and overcome — common pitfalls for structuring, negotiating and closing middle-market M&A transactions.

Moderator:

Panelists:

Thomas Bakaitus
Partner
Louis Plung & Company

Thomas Bakaitus, Jr. is a CPA, MST and is a partner with Louis Plung & Company. Tom has over 30 years of Tax and M&A experience, where he uses his expertise for tax-based transactional planning & analysis. His contributions in the financial due diligence process are on both the sell-side & buy-side. In the acquisition process, Tom also plays a key role in entity structuring.

Conference Location

600 Commonwealth Place
Pittsburgh, PA 15222
Tel: (412) 391-4600