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Please join us on Wednesday, October 25, for an in-person seminar Unlocking Value – The Roadmap for Selling Your Business hosted by BPM, Manatt, Phelps & Phillips, BMO, SBJ Capital and Salt Creek Capital. The program is targeted at businesses across all industries that are looking to sell in the next three to five years. Gain valuable insights from industry experts and thought leaders who have successfully advised companies through the complex, multifaceted process of selling. From legal, investment banking and private equity to corporate, tax and trusts and estates, attendees will receive a well-rounded primer to help them maximize the sale of their companies.

Value to Participants
Participants will leave with a comprehensive list of areas to address within their companies and a fresh perspective on how to optimize shareholder value, wealth and liquidity. In addition, they will gain a newfound understanding of the steps that can be taken today to help unlock value in a liquidity transaction.

Date: Wednesday, October 25, 2023
Time: 10:00 a.m. – 3:00 p.m. PT
Location: Manatt, Phelps & Phillips, LLP, One Embarcadero Center, 30th Floor, San Francisco, CA 94111
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  • Craig Hamm, Partner, Transaction Advisory Services

Manatt, Phelps & Phillips, LLP

  • John Heber, Tax Transactional Partner
  • Kalon Gutierrez, Manatt Ventures Managing Director
  • Veronica Lah, Corporate & Finance Partner
  • Rich McDerby, Manatt Ventures Partner & Leader
  • Vivian Redsar, Estate Planning & Personal Representation Counsel


  • Gil Barrett, Managing Director, BMO Family Office
  • Danielle Louton, Senior Director, Family Wealth Strategies, BMO Family Office
  • Taylor Marsh, Director, BMO Middle Market M&A, BMO Capital Markets

SBJ Capital

  • Tom Barber, Managing Director

Salt Creek Capital

  • Jordan Stankowski, Operating Partner