Navigating Washington’s New Tax Landscape: Exit Planning and Wealth Preservation for HealthTech Founders and Healthcare Executives
A Private Lunch for Healthcare & Healthtech Leaders
Co-hosted by SeaHealthTech and The Pacific Wealth Management Group at Morgan Stanley (PWMG).
You built something valuable in one of the hardest industries to build in. You navigated reimbursement models, regulatory hurdles, and a healthcare buyer that moves at its own pace. The last thing you need is a tax bill that catches you off guard because the planning happened too late.
PWMG knows how to help and is here to help. Come with your questions and make sure you get ahead before you fall behind. The decisions you make before matter more than anything you do after.
Expect real talk on:
What Washington's new tax means for a healthtech exit — and which deal structures trigger it
The moves growth-stage executives are making right now before a transaction closes
Why the planning window closes faster than you think — and what acting early actually looks like
15 seats. A good meal. The conversation your accountant probably hasn't had with you yet.
📅 Tuesday, July 21 · 12:00 – 1:00 PM 📍 Monsoon Bellevue · Invitation only
SeaHealthTech · The Pacific Wealth Management Group | Morgan Stanley Wealth Management morganstanleyfa.com/pacificwealthmanagement