PROGRAM DESCRIPTION
Join us for a a practical, CFO-focused session designed to help finance leaders understand what it truly takes to prepare a business for a successful merger or acquisition. Rather than reacting once a deal is on the table, this program focuses on building “transaction-ready” operations, financials, and storytelling in advance. Participants will learn how buyers evaluate targets, where deals most commonly break down in diligence, and what internal improvements can significantly increase valuation and reduce friction during the process. The session blends strategic finance with real-world deal insights across the field of Mergers and Acquisitions.
KEY TAKEAWAYS
- Understand how strategic buyers and private equity firms evaluate readiness and risk during early screening and diligence
- Identify the most common “value leakage” areas that reduce valuation or delay transactions (financial reporting gaps, customer concentration, operational inefficiencies)
- Learn how to build a clean, defensible financial story that stands up to diligence scrutiny
- Know the core components of M&A readiness: financial reporting quality, KPI consistency, legal/compliance hygiene, and operational documentation
- Gain clarity on what “data room ready” actually means and how early preparation shortens deal timelines
- Recognize how to position leadership, systems, and growth narrative to maximize valuation multiples
- Develop a pre-transaction readiness checklist to assess internal gaps before going to market
SPEAKERS
Speakers will be announced soon!
EVENT POLICIES AND RESOURCES
Please visit our Events Policies and Resources page for information about chapter leadership, support, CPE, attendance, cancelations and more.