CEO Workshops Session 1 - Building Your Exit Dream Team: Why Values-Aligned Advisors Matter Before the Deal
10:15am - 11:15am
Many CEOs wait until they're approached by buyers to assemble their advisory team, but the most successful exits begin years earlier. This workshop explores why bringing together an attorney, accountant, and wealth manager who share your values is critical to maximizing not just financial outcomes, but personal fulfillment. Learn how an informal board of aligned advisors can help you navigate tax strategies, legal structures, and wealth preservation while staying true to what matters most to you. Discover the questions to ask potential advisors to ensure they understand your vision for life after exit.
