Executive M&A Summit

Selling your business is about more than price. It is about finding the right buyer with the right cultural fit while maximizing value. At this M&A Summit, you will learn how to position your company to attract premium offers, generate strong buyer interest, and identify potential pitfalls before they become a problem. Gain practical insights to prepare early, protect what you have built, and move forward with confidence when the right opportunity arises.
Oklahoma City, OK

March 3rd, 2026
Location: Colcord Hotel

Scottsdale, AZ

March 31st, 2026
Location: Coming Soon

Nashville, TN

April 22nd, 2026
Location: Conrad Nashville

Austin, TX

Date: TBD
Location: TBD

San Diego, CA

Date: TBD
Location: TBD

Denver, CO

Date: TBD
Location: TBD

Burbank, CA

Date: TBD
Location: TBD

Houston, TX

Date: TBD
Location: TBD

Fort Worth, TX

Date: TBD
Location: TBD

Maximizing Deal Value

With a strategic and data-driven approach, we structure deals designed to maximize shareholder value. Our expertise in negotiation and deal structuring ensures that clients receive the best possible outcome.

The Right Buyer

We go beyond financial metrics to identify buyers who align with your company’s values, vision, and operational philosophy. This ensures a smoother transition, higher employee retention, happy customers, and long-term success post-transaction.

Protect Your Company Culture
Preserve Your Legacy