events

Business Owner Strategy Summit

When:
Hosted By:
Summit Financial Group
People:
Location:
Shasta Hall

2600 Camino Ramon, Suite100 San Ramon, CA 94583-5000

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Session 1: Preparing for a Successful Business Sale
1:15 p.m. - 1:45 p.m.

A deep dive into the key steps business owners should take before selling their company. We will cover financial and accounting preparations, and discuss legal considerations, including structuring agreements and mitigating risks during negotiations.

Speakers
Brian Murphy, Meridian Capital
Sean Kenney, Fox Rothschild
Connie Liu, Armanino


Session 2: The Business Sale Process
1:55 p.m. - 2:40 p.m.

M&A professionals walk through the business sale process, from marketing the company to engaging potential buyers, navigating negotiations, and closing deals. Expect insights into timelines, key challenges, and real-world case studies.

Speakers:
Brian Murphy, Meridian Capital
Greg Novotny, Fox Rothschild
Dan Schoenleber, Armanino


Session 3: Client Stories: Lessons from the Trenches
2:50 p.m. - 3:30 p.m.

Topics may include top takeaways from the M&A battlefield, ways that deals fell through, biggest upside wins, and life after the sale.

Panel:
Meridian Capital
Fox Rothschild
Armanino