Be Prepared: For your business, Your Finances and Your Legacy!


Please join us for an interactive and informative workshop for business owners


Chris Andersen, Co-CEO and Founder | AssayCS
Steve Schilling, CFA, Director—Wealth Strategies Group | Bernstein

Hosted by:
Edward Wenrick, Principal | Bernstein


For most entrepreneurs, there is no bigger decision than selling your business. Whether you’re a business owner considering selling your business or simply presale planning, this interactive discussion will help you understand the process.


Designed specifically for business owners, this workshop will offer strategic advice and concrete steps to enhance your company’s value and determine a long-term financial plan, including:


  • Understanding how buyers will evaluate your company;
  • What you can do to prepare for an ownership transition and increase the equity value;
  • Why it’s important to know if you want to pass the business on to the next generation or sell;
  • Key tax planning strategies to undertake ahead of your transaction; and
  • How to integrate your personal goals and estate planning strategies to ensure you have enough money to meet your long-term planning needs.


These insights will be shared against the backdrop of the current capital markets environment and the potential impact on your long-term financial security.

To learn more about our speakers and host, please click.

Date and Location


Tuesday, October 30, 2018

Registration and Breakfast: 8:00 – 8:30 a.m.
Workshop: 8:30 – 9:30 a.m.
Networking: 9:30 – 10:00 a.m.



555 California Street, Suite 4400
San Francisco, CA 94104


Email with any questions about this or our other events


We look forward to seeing you.


Speaker Bios:


Chris Andersen is a Co-CEO & Founder of AssayCS and is based in San Francisco. He draws from nearly 30 years as an entrepreneur that built six businesses – three of which were sold – and from his years working as an executive for well-known American companies. Prior to joining Assay he was founder of Atlas Capital Strategies, Inc., a boutique investment bank. The firm worked exclusively with the owners of privately held companies to support them in selling their businesses and implementing succession and merger plans. Before founding Atlas, Chris was a General Manager at Harley-Davidson Motorcycles where he built a new division for the American icon, after Harley-Davidson he founded a data analytics company that merged with a larger competitor and restructured a company that became the consumer products division of A&E Television Networks. In his early career he was Vice President of client services for one of the world’s largest advertising agencies. Chris has also worked in the financial services industry where he spent time in Operations, Marketing, and Finance. Chris is a Past-President of the San Francisco chapter of the Association for Corporate Growth, a member of the Board of Directors for Pacific Community Ventures, a founding member of the East Bay Manufacturing Group, an Advisory Board member for SFMade and a former Advisory Board member of the Bank of San Francisco. He is a graduate of the Fox School of Business at Temple University in Philadelphia and holds degrees in Corporate Finance and Marketing.

Steve Schilling, CFA, is a Director in Bernstein’s Wealth Planning and Analysis Group and is based in the firm’s San Francisco office. He advises Bernstein’s Bay Area and Pacific Northwest clients regarding complex investment planning issues;  his areas of expertise include diversification planning for holders of concentrated portfolios, multi-generational wealth transfer, philanthropy and pre-transaction planning. Steve joined the firm in 2000 and has been a member of the Wealth Planning and Analysis Group since 2003, serving as an analyst and senior analyst before becoming a Director in 2009. Steve earned a BA in economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charter holder.

Edward Wenrick is a Principal and Financial Advisor for Bernstein Private Wealth Management. He joined the firm in 2006 as a Financial Advisor in the San Francisco office and was named Principal in 2011. Prior to joining Bernstein, he served as a vice president and managing director at Parson Consulting as well as a managing director at BearingPoint in Silicon Valley for 12 years; he was also assistant controller at Cache Computers. He began his career at IBM. Edward earned a BA in business/economics  from the University of California, Los Angeles. He has served on the board of directors of the Aurora Theater in Berkeley, California.

Adrian Bray