Preparing for the Liquidity Event: Deal Structure, Buyer Fit, and Financial Readiness

A liquidity event is one of the most complex and consequential moments in an owner’s journey — and success depends on far more than finding a buyer. This session brings together business owners and advisors to explore how to vet and choose the right buyer, prepare the company and management team for an intensive transaction process, align personal and family financial readiness, and structure deals that balance certainty, upside, and risk. Attendees will gain a practical, real-world view of what it takes to successfully navigate a liquidity event.