"How to Maximize the Value of Your Business, Whether You are Building to Scale, Sell, or Merge"
To maximize value for stakeholders--and themselves--founders need to make the right decisions concerning financial & legal issues such as capital structure, transactions, scaling, possible exits & personal financial planning. The choices they make today, for example, may have unanticipated consequences with respect to capital raises, taxable income, & income taxes. Join us to hear from this panel of financial & legal experts as they discuss what founders should do to achieve the best possible outcome.
About the Speakers
Terrie Firestone (moderator) is a senior wealth director for BNY Mellon Wealth Management. In this role, she is responsible for new business development in the Northern California region, & works with individuals & families to identify how BNY Mellon's investment & wealth management capabilities can help them reach their overall financial goals & life goals.Terrie has more than 20 years of experience in the investment & financial services industry. Previously, she was a Senior Vice President at US Trust in Private Wealth Management. Prior to that, Terrie was a Managing Director with Smith Barney, where she led the Software & Networking Investment Research Teams. She was a nationally ranked Technology Analyst on the Wall Street Journal All Star Team & the Institutional Investor Magazine All American Team for many years. Terrie brought over 25 companies public, including Cisco Systems.Terrie received a Bachelor of Science degree from Brown University in Applied Math & Economics & a Masters in Business Administration from the Stanford University Graduate School of Business. She is a board member of the Palo Alto Financial Planning Forum, a member of the Santa Clara Estate Planning Council, a member of the UCSF Foundation Wellness Committee & the San Francisco City College auxiliary. In the past she has served on the UCSF Cancer Council, the Teach for America Gala Committee, & the Hillsborough Foundation Parent Giving Campaign.
Carolyn Amster is a Partner of Tax at BPM. She has over thirty years of experience in tax planning, research & tax compliance. She focuses her practice on minimizing federal & state tax liabilities, stock option planning, estate planning, preparation of tax projections, analyzing alternatives, identifying & researching complex tax issues, & representing clients before the IRS & Franchise Tax Board. She represents individual, trust, estate, nonprofit, corporate & pass-through entities in industries ranging from public charities & private foundations to software, professional services, high-tech, biotech, venture capital & real estate management.
James Huie is a corporate & securities partner in Wilson Sonsini Goodrich & Rosati's San Francisco office. James advises life sciences & technology companies on general corporate matters, mergers & acquisitions, initial public offerings, strategic partnerships, & private equity & debt financings. He also has extensive experience in representing venture capital firms & other investors in private equity & debt financings.
As a national wealth strategist at BNY Mellon Wealth Management, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients & their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust & Estate Counsel (ACTEC), & a sought-after speaker on tax, estate planning & family governance topics for leading conferences throughout the country, including events hosted by the AAML, the ABA, ACTEC, CalCPA, Santa Clara University, Stanford University, the State Bar of California, the State Bar of Georgia, the State Bar of Texas, STEP, UCLA, the University of Notre Dame, Vistage International, the Washington State Bar Association, & YPO. In addition, he has published numerous articles in publications such as the California Tax Lawyer, the California Trusts & Estates Quarterly, State Tax Notes, Tax Notes, & Trusts & Estates, & he is frequently quoted as an industry expert in the media.
Justin has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, & the editor-in-chief of the California Tax Lawyer. Prior to joining BNY Mellon, he was an attorney at a major law firm, where he advised wealthy families, senior corporate executives & closely-held business owners regarding tax-efficient estate & business succession planning, trust law & management, & asset preservation.
Scott Taylor is a Partner in Assurance at BPM. He has over twenty-seven years of public accounting & private industry experience, including 10 years with a Big Four accounting firm. He provides both public & private technology, biotechnology, & healthcare, & nonprofit a variety of accounting & tax services, including financial statements, audit reviews, compilations, agreed-upon procedures & internal control evaluations. Scott also consults with management on complex accounting, tax, & SEC reporting matters.
Julie West chairs BPM's Corporate Tax Practice & the Firm's Life Science Industry Group. She was named one of San Francisco Business Times' 150 Most Influential Women professionals in 2012.Julie works closely with biotech, pharmaceutical, medical device, software, social media, communications, & manufacturing companies. She began her career at Deloitte & understands the complex business needs of pre-revenue startups to consolidated publicly-traded companies.She has over 14 years of experience in public accounting & deals extensively with tax provisions (FAS 109/ ASC 740), FIN 48 analysis for uncertain tax positions, Section 382 studies to determine limitations on tax attributes, & sales tax exposure. She has advised companies involved in a wide arena of transactions, including mergers, asset & stock acquisitions, tax-free reorganizations & foreign expansion. She consults & reviews a variety of tax returns with multi-state & international filings, & helps guide her clients through financings & IPOs. Julie is passionate about building & mentoring her team of outstanding professionals.