From Ownership to Outcome: How to Best Prepare for Your Liquidity Event

A liquidity event can be the most significant financial milestone in a business owner’s journey—but preparation is everything. This session will explore how to plan ahead for a successful exit or recapitalization, from aligning financials and governance to understanding market timing, buyer expectations, and tax implications. Panelists will share practical insights on positioning your company to maximize outcomes, avoid surprises, and ensure both personal and business readiness for liquidity.