Optimize to Exit: Mastering Family Dynamics for Maximum Value

For family business owners, the choice between private equity and next-gen succession is rarely just a financial calculation—it is a deeply emotional pivot point. This discussion breaks down the critical pre-sale preparations required to ensure you don’t leave money on the table while addressing the sensitive dynamics of family identity and control during transition.

Other Speakers:

Panelist: Preston McAfee, Co-Owner, Rodgers-O’Brien Construction
Panelist: Eliot Kerlin Jr., Managing Partner, Broadwing Capital Management
Moderator: Jesse Ambercrombie, Financial Advisor, Edward Jones

For more information, view the event details.