The Exit Playbook: A Founders Forum with Natoma Wealth
Most founders plan their exit for years. Almost none plan for everything around it.
The Exit Playbook is an invitation-only evening for profitable founders who expect a liquidity event in the next one to five years. Growth Factory Ventures and Natoma Wealth are bringing together the advisors who sit at the table when a company sells, so you can hear how it actually works before it's your turn.
The panel A moderated conversation with an M&A attorney, a CPA, an investment banker, a wealth advisor from Natoma Wealth, and a founder who has been through an exit. Panelists to be announced.
What we'll cover
Legal and entity structure decisions to make early
Tax planning before, during and after a sale
How buyers value your business, and what moves the multiple
Getting the company ready to sell
Timelines: what happens when, and who you need
Life after the exit, and the lessons founders wish they'd known
Format Panel and audience Q&A, followed by a networking happy hour with the panelists. Founders who want to go deeper can book a private follow-up conversation with any panelist.
Who this is for Founders and CEOs of profitable companies considering an exit, recapitalization or sale in the next one to five years. Seating is limited and every registration is reviewed.
About Growth Factory Ventures Growth Factory Ventures is an early-stage venture firm and studio based in Sacramento, partnering with founders, operators and domain experts to build high-impact companies across healthcare, AI, deep tech and industry transformation. Learn more at growthfactory.vc.
About Natoma Wealth Natoma Wealth is a wealth management team serving founders, executives and families in Northern California.