Sale Readiness: How to Prepare Your Business—and Yourself—for a Successful Exit

Dave Clayman is Co-Founder and CEO of Twelve Points. As an entrepreneur himself, Dave is know for being a trusted advisor to his business owner clients, guiding them from raising money to optimizing the company's retirement plan to helping them plan for and execute their ultimate company exit. Dave continues to further his professional credentials as a Certified Exit Planning Advisor and a Chartered Private Wealth Advisor.

Chris lends his 20+ years of experience in planning, forecasting, growth and operations for companies in numerous sectors including tech, energy & professional services. He has experience across all aspects of operations including finance, accounting, recruiting, HR, legal, tax & employee training. He has closed on more than a dozen small to mid-size acquisitions and helped lead three companies to successful exits. He has been a key contributor to various company’s modernization, transformation and tremendous company growth. Recognized as an industry thought leader, Chris serves as Vice-President for the Financial Executives International (FEI) Boston Chapter and is a Co-Chair of The CFO Leadership Council Boston Chapter. He is a sought-after keynote speaker at industry events across the country.

Brian serves as managing partner for the firm's Boston office. He practices in the area of business law where he counsels privately and publicly held companies on corporate, finance, and securities law matters. Brian specializes in advising closely held businesses and larger companies in mergers and other business acquisitions, sales, and restructuring transactions. He also has venture capital experience, representing both emerging companies and investors.

Ellen Rubin is a technology CEO, founder, board member, and investor with 20+ years of experience building and scaling companies. She has a successful track record leading companies in the B2B enterprise IT space from initial concept and early stages through successful exit, including IPO (Netezza) and acquisition (CloudSwitch, acquired by Verizon, and ClearSky Data, acquired by Amazon Web Services). She has been at the forefront of new technologies in cloud computing, data warehousing, analytics, and AI.

Currently, Ellen is an Operating Partner at Glasswing Ventures, an investor in the next generation of AI and frontier technology startups. Prior to joining Glasswing, Ellen was the CEO and founder of Causely, an early-stage venture building the IT industry’s first causal AI platform to eliminate human troubleshooting and enable faster, more resilient cloud application management.

Ellen is also an independent board member at Allegion (NYSE: ALLE), the global leader in seamless access, securing people and assets with a range of solutions for homes, businesses, schools, and institutions. She was previously an independent board member of Chase Corporation (NYSE American: CCF), a specialty chemicals manufacturer that was acquired by KKR, and Corvus Insurance, a venture-backed insurtech that was acquired by Travelers Insurance.

Ellen is a longstanding member of the Boston startup community, investing in and advising entrepreneurs as they build new companies in the Boston ecosystem.