A webinar for business owners who built something worth selling
When you sell, a buyer is pricing the business you’ve built, and you’re negotiating the best deal. This session covers both – what actually drives your after-tax proceeds, and what it takes to run a deal process that works in your favor.
Thursday, September 17, 2026
3:00 pm ET · 12:00 pm PT
Live online, 30 minutes
Complimentary
Garrett D’Alessandro
Tom Zucker
Sandro Wealth is not affiliated with the third-party professionals in our ecosystem. Clients are under no obligation to use their services, and these professionals are independent of Sandro Wealth.
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Included with registration
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.
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Why this session
For most owners, this is the only M&A process they will ever run. For the people on the other side of the table – strategic acquirers and private equity firms – it’s their day job.
That experience gap is where deals quietly lose value: leverage given up before negotiations even start, a process that runs longer than expected, and proceeds that look different after taxes, fees, and deal structure than they did on the offer.
Run well, the process is what closes that gap – competitive tension among buyers, the right buyer for your business specifically, and a deal team assembled long before a term sheet ever arrives.
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What you will walk away with
I.
What actually drives your after-tax proceeds – not just the headline number
The difference between the sale price and what lands in your account: transaction costs, tax structure, and payment timing, and how each one moves the real number.
II.
How strategic buyers and private equity firms value your business differently
One is buying for synergy, the other for the model. What each is actually underwriting, and why the same business can get two very different offers.
III.
What to do now, even if a sale is years away
The moves that are simple three years out and expensive at the table: tax mitigation strategy, financial readiness, and assembling the right deal team before you need one.
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Who should attend
No prior M&A experience is assumed, and nothing in the session requires you to be actively exploring a sale. This time is most useful if a few of the following are true.
Sent to every registrant, whether or not you attend live.
You own a founder-led or family-held company
Roughly $5M to $100M in revenue, where the business is the family’s largest asset.
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 to understand what actually drives your proceeds
Not just the sale price on a term sheet, but what you keep once taxes, fees, and structure are factored in.
The owners with the most options at exit are the ones who started planning years before they needed to.
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Your presenters
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.
Tom Zucker
Tom works the deal side of an owner’s exit: running the process, creating competitive tension among buyers, and negotiating the structure that determines what an owner actually keeps. He has led 250+ transactions over twenty years.