Company News & Events

DealCon M&A Summit

NEWSLETTER ARCHIVE

Recent Articles

Life Insurance for Business Owners: Protecting Family, Estate, and Business: Key ways business owners use life insurance to support continuity and long-term planning.

Two Founders, One Exit: How Business Partners Can Navigate a Sale When They Want Different Things: Explore exit planning, internal vs. external sales, taxes, and deal structures.

How to Sell Your Business to a Key Employee: Internal Succession Planning for Business Owners: A guide to internal succession planning, ownership transitions, and common planning pitfalls.

Iran, Oil, and Your Portfolio: What recent geopolitical events may mean for markets and your investment strategy.

Tax Planning for Families with Special Needs: A Practical, Benefits-Aware Playbook: Practical tax strategies to help coordinate benefits, maximize savings, and avoid common planning mistakes.

SSI Explained: A complete Guide for Families: A straightforward guide to SSI eligibility, benefits, and planning for families.

Airport TSA Lines and Your Health Insurance Premiums: What rising premiums and shifting coverage options may mean during this year’s renewal season.

Doylestown Health Employees: How to Plan Financially When Job Stability Is in Question: Key steps to protect your finances and family during periods of organizational uncertainty.

Financial Planning Guide for Doylestown Hospital Executives Facing Termination: Essential planning considerations to help executives navigate employment transitions with clarity and control.

What Money Can’t Buy: A reflection on why behavior, not strategy, often determines long-term financial outcomes.

Monetizing a Privately Held Business: What business owners should know when preparing for a once-in-a-lifetime liquidity and legacy event.

How to Avoid Inheritance Tax in Pennsylvania: Practical strategies to reduce tax exposure and protect the assets you intend to pass on.

Pennsylvania Capital Gains Tax: What You Need to Know: A straightforward explanation of how capital gains taxes apply and how to plan for them.

Pennsylvania Estate Tax: What Residents Need to Know: An overview of estate tax considerations that can influence long-term planning and wealth transfer.

Choosing a Trustee for a Special Needs Trust: Guidance on selecting the right trustee to ensure thoughtful oversight and long-term stability.

How to Set Up a Special Needs Trust for Your Grandchildren: A simple framework for establishing a trust that provides lasting protection for a grandchild’s future.

DealCon M&A Summit

Oct 21, 2026

Rockwood Wealth Management CEO Shares Business Exit Planning Insights at DealCon 2026

John Augenblick joins entrepreneurs and M&A professionals in Austin to discuss how entity selection, tax planning, and transaction structure can affect the financial outcome of selling a business.

John Augenblick, founder and CEO of Rockwood Wealth Management, was pleased to speak at the 2026 DealCon M&A Summit, held October 19–21 in Austin, Texas.

The event brought together an accomplished group of entrepreneurs, business owners, investors, and M&A professionals to exchange ideas, build relationships, and explore opportunities surrounding business acquisitions, growth, and exits.

Augenblick’s presentation, “Bleeding Six Figures a Year & Forfeiting Millions on Exit: The Entity Selection and Structural Mistakes Most Owners Make,” focused on helping business owners better understand how early financial and structural decisions can affect their long-term wealth.

Using a hypothetical $30 million business sale, he illustrated how entity selection, tax planning, and transaction structure can lead to materially different after-tax outcomes. The discussion also explored the importance of coordinating financial, legal, and tax planning well before a potential transaction.

Thank you to the DealCon team for hosting such a great event and for the opportunity to spend time with such a thoughtful and engaging group.

About Rockwood Wealth Management

Rockwood Wealth Management is an independent, fee-only registered investment advisory firm headquartered in New Hope, Pennsylvania. The firm provides comprehensive financial planning and investment management services to individuals, families, and business owners.

Learn more at www.RockwoodWealth.com.

+ posts

Disclaimer

Rockwood Wealth Management, LLC (RWM), a Pennsylvania limited liability company, is a fee‐only wealth advisory firm specializing in personal financial planning and investment management. Rockwood Wealth Management, LLC, is a US Securities and Exchange Commission (SEC) Registered Investment Advisor. A copy of RWM’s Form ADV‐Part II is provided to all clients and prospective clients and is available for review by contacting the firm. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results.