Behind the Deal: What Business Owners Need to Know Before They Sell

For many founders and family business owners, selling the company is a once-in-a-lifetime decision—with significant personal and financial considerations that go far beyond finding the right buyer. But with preparation, clarity, and the right advisors at the table, you can emerge from your transaction with the flexibility and legacy you have worked so hard to build. Whether you are seriously contemplating the sale of a business or just exploring your options, this half-day seminar led by seasoned M&A advisors is designed to demystify the process and position you for success.

We’ll begin with a practical update on the current M&A market, including buyer appetite and timing considerations. From there, we’ll explore how the right deal team can influence valuation, minimize tax exposure, manage complexity, and add value long before a letter of intent is signed. We’ll conclude with behind-the-scenes stories of deals gone wrong—and common pitfalls to avoid.

Agenda

1:30 p.m. | Registration and Networking
2:00 p.m. | Program
4:00 p.m. | Reception
5:00 p.m. | Event Concludes

Please note: Attendance by service providers is subject to review and approval by the event host to ensure the best experience for all participants and to maintain the confidentiality of other attendees.