Closing the Gaps: Aligning Wealth, Value, and Life After the Exit

A successful liquidity event isn’t just about selling a business — it’s about closing the gaps that determine whether owners truly achieve their goals. This session explores two powerful frameworks — the Wealth & Value Gap and the Three Legs of the Stool (personal, financial, and business) — to help owners think holistically about exits. Hear from business owners, investors, and advisors on how alignment across all three legs drives better outcomes before, during, and after a liquidity event.