Owner Readiness

What It Takes to Be Exit Ready in a Changing Market

Being exit ready isn’t about predicting the perfect time to sell. It’s about making sure you’re prepared when the right opportunity appears.

Join Jonathan Penta, Gregory R. Rush, and Shannon S. Zollo for an insightful discussion on what today’s buyers are looking for, where deals succeed or stall, and how business owners can prepare long before an exit becomes a reality.

Thursday, August 20 • 12:00 p.m. ET
Live on Zoom | Includes Live Q&A

Can’t attend live? Register anyway and you’ll receive the recording after the event.

Webinar Registration

What You'll Learn

Whether you’re planning to transition your business next year or years from now, this conversation will help you understand what it really takes to become exit ready.

During this webinar, we’ll discuss:

  • What buyer due diligence uncovers, and what can only be addressed years in advance
  • How buyer appetite is shifting across today’s market
  • The transaction options available beyond a traditional full sale
  • The personal and financial preparation that often determines a successful outcome
  • How to position yourself so you’re ready when opportunity presents itself

Hear From Experts Who've Been Through Hundreds of Transactions

Preparing for an ownership transition requires more than one perspective. This panel brings together decades of experience across wealth management, investment banking, and transaction law to provide practical insights for business owners navigating today’s evolving market.

Featuring:

Jonathan Penta, CEPA®

Founder & Managing Director, Senior Wealth Advisor
Penta Wealth Management

Gregory R. Rush

Senior Managing Director
Dunn Rush & Co. LLC

Shannon S. Zollo

Partner
Morgan, Lewis & Bockius LLP

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Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.