A webinar for owners who built something worth selling

Your building is part of the deal.

When a buyer evaluates your company, they see two assets: the operating business and the real estate beneath it. Most owners plan carefully for the first and treat the second as an afterthought. This session shows how the building shapes your exit, while every option is still open.

DATE

DATE

DATE

Wednesday, August 12, 2026

TIME

TIME

TIME

3:00 pm ET · 12:00 pm ET

TIMER (D/H/M)

TIMER (D/H/M)

TIMER (D/H/M)

29 : 00 : 51

29 : 00 : 51

FORMAT

FORMAT

FORMAT

Live online, 45 minutes with Q&A

COST

COST

COST

Complimentary

PRESENTERS

PRESENTERS

PRESENTERS

Jason Bush

CEPA · Founder,

Commercial Real Estate Strategic Advisory

CEPA · Founder,

Commercial Real Estate Strategic Advisory

CEPA · Founder,

Commercial Real Estate Strategic Advisory

Talk to a Sr. Partner

Every registrant receives The Business Owner Journey, Sandro’s owner’s playbook with a ten-point readiness scorecard.

Unable to attend live? Register anyway. The recording and the playbook will be sent to your inbox.

Your information is used to administer this event and is not shared or sold. [DISCLOSURE: insert approved privacy language]

Why this session

You are not selling one asset. You are selling two.

You are not selling one asset. You are selling two.

For many owners, the building is the largest asset outside the business itself. Yet it rarely gets the attention paid to earnings, multiples, and deal terms.


Whether you own your real estate or lease it, the property changes the buyers you attract, the terms you can negotiate, and the options you have after close. Treated early, it is leverage. Discovered late, it is a concession.

Sell the building with the business, keep it as a landlord, or separate the two years in advance. Each path leads to a different exit.

Why this session

Forty-five minutes. Three answers you can act on.

Forty-five minutes. Three answers you can act on.

I.

How buyers evaluate your real estate, separately from your business

The lens a strategic acquirer or private equity group applies to your property, why it rarely matches the number on your balance sheet, and how the gap shows up in your offer.

II.

Why PropCo/OpCo structures create more options at exit, not fewer

How separating the operating company from the property company works in practice, what it signals to buyers, and the situations where it strengthens your position at the table.

III.

What to do now, even if a sale is years away

The moves that are simple years out and expensive at the deal table: lease terms, entity structure, and the order of operations in the seasons before a sale.

The session closes with open Q&A. Bring the questions specific to your situation.

Who should attend

Built for the owner, not the deal team.

Built for the owner, not the deal team.

No prior deal experience is assumed, and nothing in the session requires you to be in market. This hour is most useful if a few of the following are true.

Advisors, attorneys, and CPAs who serve business owners are welcome. The material is written for the owner’s chair, and you will leave with language you can use with your clients.

You own a founder-led or family-held company

Roughly $5M to $100M in revenue, where the business is the family’s largest asset.

Real estate is part of your operation

You own your building or land, hold it in a separate entity already, or lease space your operation depends on.

A transition is somewhere on the horizon

Eighteen months out or five years out. The earlier the horizon, the more of this material you can put to work.

You want options, not a single prescribed path

The goal of the hour is a wider set of choices at exit, and a clear sense of which decisions have to come first.

Your presenters

Two chairs at the same table: the property and the wealth.

Two chairs at the same table: the property and the wealth.

Jason Bush

CEPA · Founder,

Commercial Real Estate Strategic Advisory

CEPA · Founder,

Commercial Real Estate Strategic Advisory

CEPA · Founder,

Commercial Real Estate Strategic Advisory

Jason works on the property side of an owner’s transition: what the real estate is worth to a buyer, how it should be held, and when to act. He is a Certified Exit Planning Advisor and advises owners preparing businesses for sale.

Garrett D’Alessandro

Garrett leads Sandro Wealth Management and speaks to what comes after the transaction, when the proceeds of a life’s work need a plan of their own: planning, structure, and stewardship across generations.

Included with registration

The playbook comes with your seat.

The playbook comes with your seat.

Register and receive The Business Owner Journey, Sandro’s playbook for the five phases of an owner’s transition, from first diagnostics through the integration of wealth after a sale.

The five-phase journey owners actually move through, laid out end to end

A ten-point readiness scorecard you can complete in minutes

The questions to put to your deal team before you sign anything

Sent to every registrant, whether or not you attend live.

FAQ

Before you ask.

Before you ask.

Working with business owners requires a Sandro senior partner working with subject matter expertise. Your Sandro senior partner will understand your experience and be able to give you the answers you are looking for.

Is this relevant if a sale is years away?

Is this relevant if a sale is years away?

What if I lease rather than own?

What if I lease rather than own?

Will there be a recording?

Will there be a recording?

Is there any cost or obligation?

Is there any cost or obligation?

Who is Sandro Wealth?

Who is Sandro Wealth?

rESERVE YOUR SEAT

Your building is part of the deal. Plan like it.

Take the next step toward your wealth management goals.

Take the next step toward your wealth management goals.

Wednesday, August 12, 2026·3:00 pm ET / 12:00 pm PT·Live online

Wednesday, August 12, 2026·3:00 pm ET / 12:00 pm PT·Live online

© 2025 Sandro Wealth. All rights reserved.

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.

© 2025 Sandro Wealth. All rights reserved.

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.

© 2025 Sandro Wealth. All rights reserved.

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.