Positioning Your Company for a Successful M&A Event
Date: May 7, 2026
Time: 8:00AM - 9:30AM (EST)
Location: Boston Marriott Burlington
Whether a sale is on your near term horizon or something you have not yet contemplated, operating your business as if a transaction could occur at any time is simply smart planning.
Join fellow owners and executives from a range of industries for an interactive discussion on how to prepare for and execute a smooth and value-enhancing M&A transaction. Our panel of experienced advisors will share practical insights on topics such as:
- Strengthening operational and financial readiness to maximize valuation
- Key legal and tax considerations that can influence deal structure and outcome
- Accounting practices that support clean diligence and stronger negotiations
- Common pitfalls and how to avoid them
Take advantage of this opportunity to learn how to set your organization up for a streamlined, strategic, and ultimately successful exit or ownership transition.
Moderator
- Kurt Steinkrauss, Chair, Closely Held Business Practice; Co-chair, Private Equity Practice, Mintz
Panelists
- Mike Cassata, Business Owner Advisor, Rockland Trust
- Joe Zugale, Partner, Cherry Bekaert
- David Smith, Executive Vice President, Managing Director, & Chief Investment Officer, Rockland Trust
Agenda
8:00 am | Registration & Breakfast
8:30 am | Program
9:30 am | Networking
Speakers
