Exit-Ready: Early Moves for Better Outcomes
An exit is shaped by decisions made long before a buyer enters the picture.
Hear from a founder who has exited, a CFO, investor, and attorney, about the financial, operational, and risk-related steps companies can take now to reduce friction and create more options as they scale.
Even if an exit is far away, today’s decisions can significantly affect your leverage, valuation, and ability to run a smooth process when the time comes. The panel will share real examples of what strengthened outcomes, what created friction, and what leaders wish they had addressed sooner.
You’ll leave with a practical framework for prioritizing key considerations, from incentives and equity education to talent retention, so you can prepare for the future without losing focus on today’s business.
The event will be held in Midtown Manhattan. The address will be shared once registration is confirmed.
Panelists:
Andrew Ritter, M&A Partner at Wiggin and Dana
Jenny Fielding, Co-Founder + General Partner at Everywhere Ventures
Joe Manganelli, Chief Revenue Officer at Amalgam, Founder & CEO of Calculate (acquired)
Rachael Methal, CFO at Synergy Pet Group
Moderator: Benjamin Friedman, President of Build Scale Grow and Managing Director, NY Tech CFO Group
Schedule:
6:00–6:20 PM: Welcome networking
6:20–7:00 PM: Panel conversation featuring prepared questions followed by audience Q&A
7:00–8:00 PM Continued networking around topics
Refreshments and light food will be available.
Sponsors:
Wells Fargo’s Technology Commercial Banking Group serves tech companies with treasury and cash management, credit solutions, foreign exchange, and access to capital-markets. We also act as an operating partner enabling product partnerships and ecosystem introductions.
Contact Pauline.Chen@wellsfargo.com to learn more.
Turnstile automates quote-to-cash for sales-led companies no matter how they price.
By creating a structured system of record for commercial terms, Turnstile powers quoting, subscription management, billing, and financial reporting, helping teams stay lean, get paid faster, and scale with confidence.
Organizers:
Build Scale Grow provides fractional leadership that helps you grow faster, spend less, and avoid costly mistakes.
We turn goals into priorities, solve problems proactively, and establish systems so you can stay focused on growth.
Founded in 2016, the New York Tech CFO Group is a free community where high-growth finance leaders share practical strategies for planning, operations, and technology.
We host regular in-person gatherings from casual happy hours and breakfasts to educational and networking events.