Preparing your company for a successful exit takes more than strong financials - it requires foresight, discipline, and the right strategy long before a deal is on the table.
In this episode, host Brian Greer brings together a panel of experts from sales tax, M&A advisory, and legal to break down the key steps business owners should take to position their company for a smooth and successful exit.
Jeff Meigs (TaxConnex), Chris Weingartner (Founders Advisors), and John Yates (Gunderson Dettmer) share real-world examples of issues uncovered during due diligence - from unexpected sales tax exposure and valuation surprises to contract, IP, and governance pitfalls that can delay or derail a transaction.
Whether an exit is imminent or still years away, this conversation offers practical guidance on reducing risk, improving legal and tax hygiene, and understanding what buyers are really looking for, so you can move forward with confidence when the time is right.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/
https://www.taxconnex.com/