Privately held businesses reach a point where understanding their strategic options becomes essential, whether that means raising growth capital, bringing in a partner, or eventually transitioning ownership entirely. This session, led by Bill Conway, offers a practical, confidential overview of the capital and ownership strategies available to privately held business owners today.

Attendees will gain an understanding of the current M&A and capital markets environment, the range of strategic alternatives and the key factors that drive enterprise value in a private company. We'll walk through how buyers and investors evaluate a business, what a typical transaction process and timeline look like, and the deal structures and considerations owners should understand before engaging advisors.

The session will also cover how to assemble the right advisory team and how to evaluate personal and business readiness for any future transition. Whether you're actively considering a transaction, planning years ahead, or simply want to understand your options, this session will equip you with the knowledge to make informed decisions.

At the conclusion of our seminar, we invite you to stay for a networking event. Food & beverages will be provided. 

Program Agenda:
8:00 - 8:30: Check-In and Breakfast
8:30 - 9:30: Seminar
9:30 - 10:00: Networking 

After joining your peers for this seminar, you'll be able to:

• Develop a framework for evaluating personal and business readiness for a transition
• Recognize the current M&A and capital markets landscape and the strategic alternatives available
• Recognize the key drivers of enterprise value, steps to strengthen valuation and the importance of structure and planning
• Clarity of the typical deal timeline, the due diligence process, and external advisors needed for a successful transition

Continuing Education

CPE Credit: 1.0
Field of Study: Specialized Knowledge
Delivery Method: Group Live
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Price: No Fee
 

In order to be awarded the full credits, you must be present for 50 minutes of each credit hour and respond to at least 75% of the polling questions asked during the program. For more information regarding concerns and/or program cancellation policies, please contact Kalyn Harris at events@rubinbrown.com or call 1.888.591.3140. RubinBrown is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Published: 11/10/2026

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