Whether you’re planning to sell in five years or acquire your next company tomorrow, this session will give you a clear roadmap. You’ll hear from experts who’ve led many transactions and seen how gaps in technology, accounting, or cybersecurity can derail a deal. Learn how to avoid costly pitfalls, strengthen your position, and set yourself up for a smooth transition.

Learning Objectives

• Learn how higher capital costs and increased risk scrutiny are reshaping small and mid-market deals.
• How to align your internal systems now—from tech to financials—to drive a smoother, higher-value exit down the road.
• Learn which improvements move the needle on valuation and which ones don’t.
• Gain an understanding into what buyers and sellers should be doing at each stage, from initial prep to diligence, closing and integration.
• Learn how to red flags before they become your problem; from outdated systems to unreported security incidents.
• How to lead technical integration that preserves the synergies you paid for without disrupting your team, losing client trust, or creating new security gaps.