Mastering Exit Strategies w/ Evan List

What this episode covers

Brian Franco interviews Evan List from Bernstein Private Wealth about the critical aspects of wealth planning for founders before and after liquidity events. They discuss strategies to prepare for exits, tax planning, legacy building, and the importance of early planning and a trusted advisory network.

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Frequently Asked Questions

How long is this episode of The M and A Guy?

This episode is 33 minutes long.

When was this The M and A Guy episode published?

This episode was published on April 14, 2026.

What is this episode about?

Brian Franco interviews Evan List from Bernstein Private Wealth about the critical aspects of wealth planning for founders before and after liquidity events. They discuss strategies to prepare for exits, tax planning, legacy building, and the...

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