General Session #5 - Best Practices for Preparing Lower Middle Market Businesses for Successful Transactions
Lower middle market businesses often face unique challenges when it comes to preparing for successful transactions. This panel brings together industry experts to explore the best practices and strategies tailored specifically for this segment of the market. From enhancing financial readiness to optimizing operational efficiency, panelists will delve into the crucial steps and considerations necessary to ensure a smooth transaction process. Whether you're a business owner or private equity sponsor contemplating a sale or an advisor assisting clients in the lower middle market, this session will provide invaluable insights to navigate the complexities and unlock opportunities for success. Join us as we uncover the keys to maximizing value and achieving favorable outcomes in today's M&A environment.
CPE Credit: 1 - Specialized Knowledge
PRESENTED BY
Frank Dery, Managing Director | Berkeley Research Group
Scott Gilbertson, Principal | Pfingsten Partners LLC
Brian Lunt, Manageing Director | Stevenson & Company



