Finish Strong · A fireside chat for business owners

You only get one chance to sell your company.

You only get one chance to sell your company.

You only get one chance to sell your company.

Scott Bushkie and Garrett D’Alessandro talk through when to sell, the mistakes that cost owners value, who belongs on your team, and what life looks like after closing.

DATE

DATE

DATE

Thursday, December 10, 2026

·

TIME

TIME

TIME

3:00 pm ET · 12:00 pm PT

Online

·

Complimentary

PRESENTERS

Download
Garrett D’Alessandro

CEO, Co-CIO

Sandro Wealth Management

Scott Bushkie
Scott Bushkie

Managing Partner

Cornerstone

PRESENTERS

Download
Download
Garrett D’Alessandro
Garrett D’Alessandro

CEO, Co-CIO

CEO, Co-CIO

CEO, Co-CIO

Sandro Wealth Management

Sandro Wealth Management

Sandro Wealth Management

Scott Bushkie
Scott Bushkie
Scott Bushkie

MANAGING PARTNER

MANAGING PARTNER

MANAGING PARTNER

CORNERSTONE

CORNERSTONE

CORNERSTONE

Grid — Sandro Wealth
Grid — Sandro Wealth

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Included with registration

The playbook comes with your seat.

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 the first honest look at what the business is worth to what you do with the proceeds.

The five phases owners move through, laid out end to end

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

Sent to every registrant, whether or not you attend.

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Who should attend

This is for the owner of the business.

This is for the owner of the business.

This is for the owner of the business.

No deal experience needed, and you don’t have to be planning a sale. If a couple of these describe you, sign up.

If you advise owners rather than own the company, you’re welcome to join. Choose Advisor or professional when you register so we send you the right follow-up.

You own and run a company with more than $5M in revenue

You’re thinking about selling or handing off the company, whether that’s a year away or ten

You’d like to know what you’d keep, and what life looks like after the deal closes

You’d rather build your team early than assemble one under pressure

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Why this session

Nobody sells a business alone.

Nobody sells a business alone.

Nobody sells a business alone.

There’s no practice run. You get one chance to do it right.

Scott Bushkie

Problems usually happen in the gaps between advisors

Problems usually happen in the gaps between advisors

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What the conversation covers

Four conversations before you sell.

Four conversations before you sell.

Four conversations before you sell.

I.

You only get one chance

You only get one chance

Why so many owners underestimate how complex a sale is, how much timing affects the outcome, and what it means to be financially ready before there’s an offer on the table.

II.

The mistakes that can cost owners millions

The mistakes that can cost owners millions

Accepting an unsolicited offer, not creating competition among buyers, waiting too long to prepare, and relying on incomplete information. Plus why comparing offers on price alone misleads, and how to compare what you’d keep.

III.

Why the right team matters

Why the right team matters

Who belongs on your team (the M&A advisor, accountant, attorney and wealth advisor), what each one does, and how coordinated planning closes the gaps between them. What to look for when you choose.

IV.

Defining success beyond the sale

Defining success beyond the sale

A successful transaction should create both financial security and personal freedom. How the deal terms shape the years after closing, and what the day after the sale looks like for you and your family.

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Your presenters

A conversation, not a presentation.

A conversation, not a presentation.

A conversation, not a presentation.

Download (1)
Download (1)
Garrett D’Alessandro

CEO, Co-CIO · Sandro Wealth Management

CEO, Co-CIO · Sandro Wealth Management

CEO, Co-CIO · Sandro Wealth Management

Garrett runs Sandro Wealth Management. He takes the owner’s side of the conversation: what the family needs the sale to fund, what’s left after taxes and fees, and how the money gets used once the deal closes.

Scott Bushkie
Scott Bushkie

Managing Partner & Founder · Cornerstone

Managing Partner & Founder · Cornerstone

Managing Partner & Founder · Cornerstone

Scott is the managing partner and founder of Cornerstone Business Services and the author of Finish Strong, the book this session is named for. He sees the sale from the transaction side: how buyers set value, why competition among buyers matters, and what owners can do years ahead so the timing stays their decision.

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QUESTIONS

Before you ask.

Before you ask.

Before you ask.

Is this a presentation or a conversation?

A conversation. Alok Gupta moderates a fireside chat between Garrett and Scott, so you hear two perspectives on each decision an owner faces.

Is this a presentation or a conversation?

A conversation. Alok Gupta moderates a fireside chat between Garrett and Scott, so you hear two perspectives on each decision an owner faces.

Is this relevant if a sale is years away?

Is this relevant if a sale is years away?

I’m not sure I even want to sell. Is this still for me?

I’m not sure I even want to sell. Is this still for me?

Will there be a recording?

Will there be a recording?

Is there any cost or obligation?

Is there any cost or obligation?

Who is Cornerstone Business Services?

Who is Cornerstone Business Services?

Who is Sandro Wealth?

Who is Sandro Wealth?

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rESERVE YOUR SEAT

Finish strong.

December 10, 2026.

Finish strong.

December 10, 2026.

Finish strong.

December 10, 2026.

Thursday, December 10, 2026 · 3:00 pm ET / 12:00 pm PT · online

Thursday, December 10, 2026 · 3:00 pm ET / 12:00 pm PT · online

© 2026 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.

© 2026 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.

© 2026 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.