You should always be operating your company as though it’s for sale. Even if it isn’t for sale. And may not be for sale for years. Join fellow middle-market C-suite peers for an interactive discussion focused on the importance of playing the long game when it comes to M&A preparedness. Even if your goal is to pass the business to family or employees, come learn about the benefits of running your business like it is for sale now.

At this session, you will hear from experienced advisors who will bring you up to speed on the nuances of optimizing your business for sale by discussing the legal, tax, accounting, and investment banking best practices related to an exit or change in ownership. The group will talk about the state of the market, when it is time to sell, whether you can afford to sell, and the best legal and tax considerations to save you both time and money.

Moderator

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

Panelists

• Michael Cassata, CEPA, Business Owner Advisory Strategist, Rockland Trust
• Greg Rush, Senior Managing Director and Co-Founder, Dunn Rush & Co. 
• David Smith, CFA, Executive Vice President, Managing Director, & Chief Investment Officer, Rockland Trust
• Jeffrey Solomon, CPA, Partner, Cherry Bekaert LLC

Agenda

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