Transaction Readiness

Turning Preparation into Confidence

Every transition — whether it’s a sale, merger, recapitalization, or family succession — represents both an opportunity and a test. When the time comes to take that next step, the businesses that achieve the best outcomes aren’t the ones that rush to the finish line; they’re the ones that are ready before the process even begins.

Being transaction-ready means more than having your financial statements in order. It means understanding how your business is perceived through the eyes of a buyer, investor, or successor. It means identifying potential issues before they become deal-breakers.

Whether your goal is to sell, pass the torch, or simply ensure your business is always “exit-ready,” the conversation on November 12 will be a thoughtful discussion as Richter experts Michael Dube, Joe Triolo and Matthew Fantauzzi share their experience guiding business owners through transition, complex sales, successions, and capital events to uncover what true readiness looks like.

DETAILS:

Date: November 12, 2025

Time: 11:00 a.m. to 12:00 p.m.

Format: Online via Zoom