Planning for an Acquisition

​Join Jason Klein of UBS for a strategic conversation on how founders and business owners can begin preparing today for a successful acquisition tomorrow.

​Even if a sale feels years away, the groundwork you lay now can significantly impact valuation, deal structure, and negotiating power. Jason will walk through how acquirers evaluate companies, what drives premium valuations, and the financial, operational, and leadership fundamentals that should be in place well before entering a transaction process.

​From building strong financial reporting and scalable operations to aligning long-term strategy with exit goals, this session will help you think proactively about creating enterprise value. If an acquisition is part of your long-term vision — even loosely — this discussion will equip you with practical insights to protect and maximize that opportunity.