Is your company deal ready?

LIVE WEBINAR

The decisions that shape your outcome are made years before the deal. Find out which ones, and what they mean for you.

Date
Tuesday, November 17, 2026
Time
11:00 AM – 11:30 AM ET
Location
Zoom link sent in your confirmation email
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Join us

Most owners see two paths: hold or sell. Readiness opens more, including continued growth, succession, outside investment, or a sale on terms you define rather than discover midway through a process.

Join Kaufman Rossin’s leaders for a working conversation on what preparation actually requires.
 
What You’ll Learn
  • More options than hold or sell. How readiness opens up succession, recapitalization, and outside investment, even if you never transact.
  • What diligence finds first. What buyers surface that ownership didn’t know was there.
  • Decisions with a long lead time. The structure, tax, equity, and estate choices that must happen years ahead. Proceeds after tax. Why to model tax consequences before terms are negotiated.
  • A price that doesn’t fund the plan. Why an agreed price can still miss your personal and estate goals.
  • Founder dependence. How it shapes buyer underwriting, retention, and transition terms before price is discussed.
Who Should Attend
Owners, founders, portfolio company leaders, and sponsors, whether a deal is near or just possible.
In partnership with
Speakers
James Wolcott
James Wolcott
Principal, Business Consulting Services
Alex Rattner
Alex Rattner, Esq.
Managing Director, Mary Street Capital
Andy Osteen
James A. Osteen, JD, LL.M, CPA
Principal, Estate & Trust
Einat Laver
Einat Laver
Principal, Tax
Fernando Miranda
Fernando Miranda
Managing Director, Business Consulting Services
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