The Eminae CEO Forum brings together business owners, CEOs, investors, lenders, and deal professionals for a focused, high-level conversation on the realities of today’s M&A market. This forum is designed for leaders who want practical insight into how deals are financed, how value is determined, how exits intersect with personal and business planning, and what buyers are actually looking for right now.
We invite you to attend the session listed below in which Flaster Greenberg shareholder and trusts & estates practice group lead, Courtney Dolaway will be a featured speaker.
Business Transitions: When M&A Meets Estate Planning
Selling or transitioning a business is not only a financial transaction but also a personal and family decision. This panel explores how M&A intersects with tax and estate planning strategies, and why planning EARLY allows business owners to maximize after-tax proceeds and align with long-term wealth and legacy goals.
Topics include:
- Why tax and estate planning should begin years before a sale
- How does the deal structure impact after-tax outcomes?
- Coordinating CPAs, attorneys, bankers, and advisors during a transition
- Common mistakes owners make when planning too late
- Preparing for wealth management, legacy, and life after a sale
Panelists:
- Courtney Dolaway, Shareholder and Trusts & Estates Practice Group Lead, Flaster Greenberg PC
- Erin Hoffman, CExP, Financial Advisor, Certified Financial Services (CFS)
- Meghan Jodz, Principal, Grant Thornton Advisors
Moderator: Kalimah Z. White, JD, Senior Vice President & Senior Business Consulting Director, Key Private Bank
Date/Time
Wednesday, February 19, 2026 | 1:00 PM – 6:00 PM
Location
Pyramid Club
1735 Market St 52nd Floor
Philadelphia, PA 19103
