Selling the Family Business - Exit Strategies for Family and Privately Held Businesses

Date: Tuesday, January 27, 2026
Time: 7:30am - 9:30am
Location: Atlantis
Speaker: Robert Lucchese

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This presentation will discuss exit strategies for family and privately help businesses.

Robert is the Regional Market Executive & West Coast Director for the Private Sales Referral

Network Team, a specialized unit within Bank of America’s Investment Banking Group

working with the firm’s private business owner clients (family, founder and entrepreneur

owned businesses).

The Private Sales Referral Network (PSRN) arranges business sale, merger & acquisition,

capital raise, and other recapitalization services for companies with an enterprise value

between $15 million and $250 million. In his roles Robert works closely with many areas of

the organization, including Investment Banking, Global Commercial Banking, Private Banking

and Wealth Management.

Robert & his team provide our clients with valuable insights into business valuations, the

investor universe, and strategies to maximize enterprise value … all with the purpose of

helping them think through, plan and successfully execute on the sale of their business.

We are thankful to have Johnson Law Practice as our sponsor for this meeting.  

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