From left: Don Braun, Managing Director, AB Bernstein; Dawn Coleman, CEO, We Guide, You Grow LLC; Doug Balfour, Former Owner & CEO, Geneva Global; Andrew Bishop, Director, AB Bernstein; David Winkowski
PHILADELPHIA –
David J. Winkowski, co-chair of Stradley Ronon’s
closely held and family owned businesses practice, served as a panelist at the Smart Business Virtual Dealmakers Conference “M&A in a Post-COVID World” on Oct. 22. Winkowski spoke on the panel, entitled, “Preparing Your Privately Held Business for a Liquidity Event,” which discussed how pre-transaction planning can help a business owner evaluate competing deal terms and maximize their tax and estate planning strategies.
Winkowski concentrates on
taxation and estate planning for high-net-worth individuals, executives at publicly traded and privately held companies, and owners of closely held businesses and their families. He has extensive experience designing and implementing sophisticated estate plans, wills, inter vivos trusts, prenuptial agreements and family limited partnerships. In addition, Winkowski advises clients on a variety of asset-protection techniques.
About Stradley Ronon
Counseling clients since 1926, Stradley Ronon has helped private and public companies – from small businesses to Fortune 500 corporations – achieve their goals by providing pragmatic, value-driven legal counsel. With offices in eight strategic locations, our responsive team of more than 200 attorneys seamlessly addresses the full spectrum of our clients’ needs, ranging from sophisticated corporate transactions to complex commercial litigation.