Deal Ready by Design: Preparing Your Company — and Yourself — for What’s Next

True deal readiness isn’t about choosing an exit — it’s about building optionality. This session explores how founders and executives prepare their companies for any future transaction while also addressing personal, tax, and legacy goals long before a deal is on the table. From structuring the business for flexibility to implementing early tax-mitigation and charitable strategies, learn how proactive planning preserves control and positions leaders for both strong outcomes and lasting impact.