Whether a sale is on your near‑term horizon or something you have not yet contemplated, operating your business as if a transaction could occur at any time is simply smart planning.

Join fellow owners and executives from a range of industries for an interactive discussion on how to prepare for and execute a smooth and value‑enhancing M&A transaction. Our panel of experienced advisors will share practical insights on topics such as:

• Strengthening operational and financial readiness to maximize valuation
• Key legal and tax considerations that can influence deal structure and outcome
• Accounting practices that support clean diligence and stronger negotiations
• Common pitfalls and how to avoid them

Take advantage of this opportunity to learn how to set your organization up for a streamlined, strategic, and ultimately successful exit or ownership transition.

Moderator

• Kurt Steinkrauss, Chair, Closely Held Business Practice; Co-chair, Private Equity Practice, Mintz

Panelists

• Mike Cassata, Business Owner Advisor, Rockland Trust
• Joe Zugale, Partner, Cherry Bekaert
• David Smith, Executive Vice President, Managing Director, & Chief Investment Officer, Rockland Trust

Agenda

8:00 am | Registration & Breakfast
8:30 am | Program 
9:30 am | Networking 

Questions? Contact us.