BEFORE YOU SELL: DECISIONS THAT CAN ADD OR COST MILLIONS

Selling a business is one of the most significant financial decisions an owner can make.
About this Event

BEFORE YOU SELL: DECISIONS THAT CAN ADD OR COST MILLIONS

Selling a business is one of the most significant financial decisions an owner can make. The decisions you make before you go to market can have a major impact on your company's value, deal structure, and ultimately, the outcome of your transaction.

Join us for an exclusive panel discussion featuring experienced professionals from investment banking, legal, accounting, and financial leadership who will share insights on what business owners should consider before pursuing a sale or strategic transaction.

What You'll Learn

Our panel will discuss critical considerations including:

• Financial readiness and maximizing business value
• Preparing your company for a potential transaction
• Financial reporting and operational considerations
• Legal and transaction-related considerations
• M&A strategy and deal preparation
• Common issues that can reduce business value
• Key decisions that can add—or cost—millions
• What owners should know before going to market

Featured Panelists

David Black
Berger Singerman

Michael Brunner
Morgan Stanley

Russell Slappey
Nperspective CFO & Strategic Services

Elliot Kessler
PKF O'Connor Davies

Brian Valik
Cassel Salpeter & Co.

Moderator

Anthony Cirocco
Nperspective CFO & Strategic Services

Event Details

📅 Wednesday, September 17, 2026
⏰ 8:30 AM – 10:00 AM
📍 Morgan Stanley
350 E Las Olas Blvd
Fort Lauderdale, FL 33301

Conference room is located in the lobby.

Who Should Attend?

This discussion is designed for business owners, CEOs, executives, and advisors who are considering a sale, merger, acquisition, recapitalization, or other strategic transaction—or simply want to understand what they should be doing today to maximize future business value.

Space is limited. RSVP today!

Agenda

🕑: 07:30 AM - 08:00 AM
Open networking and get settled in
🕑: 08:00 AM - 08:10 AM
Introductions and cover agenda – Anthony Cirocco, Nperspective
Host: Anthony Cirocco
🕑: 08:10 AM - 09:00 AM
Panel questions and discussion
Host: Anthony Cirocco
🕑: 09:00 AM - 09:30 AM
Questions and Answers
🕑: 09:30 AM - 10:00 AM
Closing remarks and networking