Sale Readiness: How to Prepare Your Business—and Yourself—for a Successful Exit
Presented By: Nelson Mullins / Twelve Points
The best deals don’t just happen—they’re the result of careful preparation. Whether you're considering an exit now or planning for the future, this session will explore how business owners and leaders can ensure they—and their companies—are truly sale-ready. M&A advisors and seasoned executives will share firsthand insights on optimizing financials, streamlining operations, strengthening leadership, and avoiding common pitfalls. Learn what buyers look for, how to maximize value, and what steps you should take today to ensure a smooth, profitable transaction when the time comes.
Moderator:
CEO & Wealth Advisor
Twelve Points
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.
Panelists:
CFO
Focus Technology Solutions, Inc.
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.
GM of SBT
Fintech
Mark Landgren is the GM of the SBT Division at Fintech, overseeing Scan Based Trading solutions for 90,000+ retail locations across North America. Previously, he was CEO of Nexxus Group, growing it into the largest third-party SBT provider in the U.S before its acquisition by Fintech in 2024. He has held senior roles in legal, finance, and operations and co-founded Legacy Headwear (now L2 Brands).
Managing Partner, Boston Office
Nelson Mullins Riley & Scarborough LLP
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.
Independent Board Member
Allegion
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.
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.
Ellen’s full bio: https://www.linkedin.com/in/ellenrubin/