Preparing for a Successful Sale of a Business



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Preparing for a Successful Sale of a Business
Credit Details
Credit Hours:
Specialty Area:
Taxation Law
Credit Type:
Original Air Date:
August 11, 2021
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

What steps should an owner take to prepare for a successful sale of his or her business? How can the owner maximize the selling price and the after-tax proceeds from the sale? These M & A questions will be addressed from three perspectives: an investment banker, a deal lawyer, and a tax attorney.

Meet the Speakers
David Bonrouhi


Calabasas Capital

David Bonrouhi has over 20 years of investment banking and private equity experience. David began his investment banking career at Merrill Lynch in New York in the mid 1990’s where he worked on a number of M&A transactions, IPOs, private placements, high yield debt offerings and leveraged loan transactions in the media and telecom industries. David later worked in private equity and venture capital for UnionBanCal Equities, where he co-managed Union Bank’s $200 million portfolio of private equity investments in middle market companies in a wide range of industries, including consumer products, industrial manufacturing, business services, technology/internet/new media, telecom, publishing, radio and TV broadcasting, towers, energy and real estate. In this capacity, David was a Board member of several portfolio companies. David also founded a financial consulting firm, Blue Line Capital, and he previously spent approximately two years as a VP with Hunter Chase, a real estate private equity firm.

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Kenneth A. Luer


Ervin, Cohen & Jessup LLP

Ken Luer is a Senior Partner of the Business and Corporate Law Department.

Ken represents entrepreneurs and their businesses, from startups to emerging companies to long-established businesses. For many of these clients, he serves as their outside general counsel

Mergers & Acquisitions form a significant part of Ken’s practice, where he typically represents business owners in achieving a successful sale to a strategic or financial buyer. He also represents buyers of businesses, often as California M&A counsel to out-of-state companies in their acquisitions of California companies.

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Layton L. Pace
Layton L. Pace


Pace Law

After many years of practice with large, mid-size and local law firms in Beverly Hills, the South Bay of Los Angeles and the Pacific Northwest, Layton Pace opened his own law practice. He currently practices in the heart of downtown Hermosa Beach. Mr. Pace provides tax and tax-related legal advice to sophisticated business and real estate clients, fiduciaries, and law and accounting firms of various sizes with complex transactions, structuring and tax controversy needs. Mr. Pace’s clients range throughout California, conduct a wide variety of business activities and include non-residents of the U.S. and California.

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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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