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Wealth Management Strategies: How To Manage Your Transaction Proceeds

 Wealth Management Strategies: How To Manage Your Transaction Proceeds
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: Some M&A transaction experience involving corporate acquisitions and/or divestitures.
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Finance
Item Number: 16PMA0915
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Many business owners sell their companies not knowing what the proceeds mean in terms of a achieving or maintaining a certain lifestyle. Understandably, they are busy building a business and executing on the largest transaction of their life. They don’t have the time to ask themselves fundamental questions such as: what they will do after the sale, whether they will need to continue working and generating income, and if the proceeds from the sale will be sufficient to support their current lifestyle. This webinar explores some of the wealth management best practices that could – with the proper advice and guidance from experienced professionals – allow business owners to craft a sound financial plan that will enable them to achieve their lifestyle goals and maximize the use of transaction proceeds.

Learning Objectives

After completing this webinar, attendees will be able to:

- Differentiate between cash-flow based and goals-based financial planning
- Describe the benefits of following a goals-based financial planning approach
- Appraise the required inputs and how to articulate the output of a goals-based cash flow analysis
- Articulate the power of a goals-based financial plan as a pre-transaction decision making tool
- Recognize some of the questions that a goals-based software tool can answer in the context of post-sale/retirement planning

Who Should Attend

Investment bankers, M&A advisors, investment and financial analysts, CPAs, financial officers, CEOs and CFOs, transaction lawyers


Jahan K. Jewayni, CFP
Mr. Jahan Jewayni is a wealth management advisor with a national advisory firm. His practice is focused on advising middle-market companies with revenues ranging from $10MM to $150MM. Mr. Jewayni has over 20 years of experience in finance and company operations and has worked with entities ranging from start-up to Fortune 500 companies. Before his current role as a wealth management advisor, Mr. Jewayni started three companies, and spent a decade consulting for small rapidly growing companies both on the strategy side and accounting systems.

Broadly speaking, Mr. Jewayni’s clients are involved in cutting-edge technologies. More specifically, the business areas include renewable energy, cyber-security, data analytics, health care, and advanced materials. Previous experience covered sectors such as satellite communications, consumer electronics, commercial real estate and some work with non-profits.

In addition to helping business owners with personal wealth matters, Mr. Jewayni helps clients access growth capital, partner with CPAs and attorney, and contemplate mergers and acquisitions in conjunction with a network of investment bankers.

Mr. Jewayni earned a B.S. in accounting from the Robert H. Smith School of Business at the University of Maryland, College Park, and became a Certified Public Accountant in 1995. Additionally, he is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Mr. Jewayni is also involved in a number of non-profit organizations and is a member of the board of directors of Devotion to Children, an organization focused on helping children from economically disadvantaged families.