For a business owner, selling their business may be the most consequential financial event of their lifetime. Yet the decisions that ultimately determine the outcome often begin years before a buyer arrives. Whether you are years away from an exit, actively considering one or responding to an unsolicited offer, this roundtable will provide perspectives from across the M&A life cycle.

Topics Include:

• What drives premium valuations and the factors sophisticated buyers value most.
• How to build enterprise value, leverage AI and position your business for a successful exit 12–36 months in advance.
• The hidden risks that can reduce valuation, weaken leverage, or derail a deal during diligence.
• The key decisions before signing an LOI to maximize leverage, flexibility and deal outcomes.
• How market conditions, tax planning and post-exit strategies impact wealth, legacy and long-term success.
• What success looks like five years after closing for the business, the owner and the family.