Positioning Your Business for a Strategic Transaction

​DBD Investment Bank's 2026 Executive Event Series. (Limited to: Founders, Owners & C-Suite Executives)

Positioning Your Business for a Strategic Transaction

​Most business owners start thinking seriously about a sale, recapitalization, or major investment only after a buyer or investor is already at the table — by which point critical value has often already been left on the table. Entity structure, compensation design, and wealth positioning all shape what an owner actually keeps from a transaction, but these decisions typically sit with different advisors who rarely coordinate until it's too late to matter.

​This session brings together an investment banker, wealth managers, tax & estate experts, and an M&A attorney to walk founders through what to get right before a transaction is in motion — from deal structuring and valuation levers to tax positioning and post-close wealth planning. Attendees will leave with a clearer view of how to prepare their business and themselves to capture full value when the right opportunity arrives.

​The Panel will be feature:
- Iliya Zogovic, CEO of DBD Investment Bank

​- Margot Mitton, Managing Director, J.P. Morgan Private Bank
- Glade Morley, Executive Director, J.P. Morgan Private Bank
- Adam Ott, Shareholder, Parson Behle & Latimer

Agenda:

• ​8:00–8:15 | Arrival & Networking

• ​8:20–9:15 | Breakfast & Panel

• ​9:15–9:30 | Q&A

• ​9:30–10:30 | Networking