Learn the essentials of transaction readiness, navigate the M&A process, and achieve your goals with insights from industry-leading experts in wealth management, legal, tax, M&A advisory, and financial strategy. This event will have have two one-hour workshops. We recommend attending both workshops for a total of two hours. - Part 1 focuses on preparation you should do PRIOR to starting the process to sell your company. - Part 2 delves into the details of running an M&A the process. You'll walk away from this event with tailored knowledge on what you need to do to maximize the outcome of a transaction whether that be in 2025 or beyond. Hosts of this event are: Premara Group Ampleo Bernstein Private Wealth Management Tanner