Skip to content

Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

 The lower middle market is evolving, and business owners must be prepared to navigate the complexities of today’s M&A landscape. This session will provide a deep dive into the current state of the M&A market, the different types of buyers you’ll encounter, and the critical pitfalls that can derail a deal, including independent sponsors, direct buyers, re-trades, earnouts, and due diligence. Learn how a well-structured process and strategy can mitigate these risks, protect your company’s value, and ensure a successful exit. Whether you're actively considering a sale or planning for the future, this session will equip you with the knowledge to take control of the process and drive the best outcome. 

  • Describe the current trends and dynamics shaping the lower middle market M&A landscape.
  • Differentiate between various types of buyers, including independent sponsors and direct buyers, and their impact on deal structure and outcomes.
  • Identify common deal risks such as re-trades, earnouts, and due diligence challenges that can derail a transaction.
  • Apply structured processes and strategic planning principles to mitigate risk, protect company value, and drive a successful exit.