Beyond the Business: Preparing Yourself and Your Company for a Transaction

Preparing for a transaction isn’t just about getting the business ready—it’s about aligning personal, financial, and strategic priorities before going to market. In this session, an executive, investor, deal attorney, and wealth advisor share perspectives on how owners can prepare on both sides of the balance sheet. Learn how early planning around structure, wealth, and goals can shape deal decisions, improve outcomes, and position you for what comes next.