For business owners who would rather plan than react
What a buyer sees when they look at your company, what your family would keep after a sale, and what to do about both now, whether you sell next year or never.
Wednesday, October 21, 2026
3:00 pm ET · 12:00 pm PT
Live online, 30 minutes
Complimentary
Garrett D’Alessandro
Scott Mashuda
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 the first honest look at what the business is worth to what you do with the proceeds.
The five-phase journey owners actually 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 live.
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Who should attend
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
Someday the company won’t be yours, and you want that to be your call
You’d like to know what you’d keep, not just what it’s worth
You’d rather pick your team early than assemble one under pressure
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Why this session
Confidence doesn’t come from knowing exactly what the future holds. It comes from understanding your options and preparing for multiple outcomes.
Garrett D’Alessandro
Two vantage points on the same question
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What you will walk away with
I.
A strategic acquirer, a private equity firm and a family office are each buying something different, so the same company can get three very different offers. What they pay up for, what they discount, and the one question to ask yourself before a buyer asks it.
II.
The price isn’t what you live on. Taxes, fees and how the deal is built (cash at close, an earnout, a seller note, rolled equity) all change the number. How to know whether what’s left pays for the life you want, before you say yes.
III.
The moves that are easy two or three years out and gone once you’ve signed a letter of intent: who’s on your team, the planning that only works in advance, and the readiness that stops a deal from falling apart late.
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Your presenters
Garrett D’Alessandro
Garrett runs Sandro Wealth Management. His side of the conversation is the owner’s: what the family needs the sale to pay for, what’s left after tax, and what to do with the money once the business isn’t the plan anymore.
Scott Mashuda
Scott is a founding partner of REAG, an M&A advisory firm. He sits on the market side: what buyers, investors and lenders pay for, how a competitive sale sets the price, and what owners can do years ahead so they have more than one option when the time comes.