Behind the Scenes of an M&A Deal w/ Jen Kurtis

What do the final days of an M&A deal look like? How does an attorney help make sure that the deal actually goes through? What should a business owner should think about/plan for before the deal actually closes? Jen Kurtis, Partner of the law firm Winston & Strawn, joins me on Stages to discuss the logistics, the psychology, and everything in between involved in getting a deal done.

Who do you know who would benefit from a meeting with me to help them through the transitions in their life? Have them email me at Emily.Grace@Bernstein.com. I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life. 

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at emily.grace@bernstein.com.