PROGRAM DESCRIPTION
The best time to prepare for growth, financing, a strategic transaction, or a future transition is long before the opportunity appears.
Many companies discover too late that they are not truly ready—whether due to weak financial processes, incomplete reporting, customer concentration risk, lack of succession planning, inadequate insurance coverage, or operational gaps that impact valuation.
Join experienced CFOs, advisors, and transaction professionals for a practical discussion on how finance leaders can strengthen their organizations today to maximize future opportunities. Explore the key areas that investors, lenders, and acquirers evaluate and learn how maintaining strong financial discipline, operational readiness, and business “hygiene” can increase enterprise value—whether you plan to sell or simply want to build a stronger company.
You may not be preparing to sell your company tomorrow—but the companies that command the highest valuations, attract the best opportunities, and withstand disruption are the ones that are always prepared.
KEY TAKEAWAYS
- Understand what investors, lenders, and acquirers look for when evaluating a company.
- Identify common readiness gaps that can reduce valuation or delay strategic opportunities.
- Learn how to strengthen financial reporting, audit readiness, and operational processes.
- Explore strategies for mitigating risks including customer concentration, key-person dependency, and succession challenges.
- Discover how ongoing preparation can improve business resilience and maximize enterprise value.
SPEAKERS
Speakers coming soon!
EVENT POLICIES AND RESOURCES
Please visit our Events Policies and Resources page for information about chapter leadership, support, CPE, attendance, cancelations and more.
SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
