This event took place on October 28, 2021.

WBD Partner Scott Anderson moderated a panel at the Smart Business Dealmakers Conference that focused on "Planning for Success in Your Liquidity Event." Times may be changing but preparing for a liquidity event remains one of the most important decisions any entrepreneur or executive must make. Whether it’s good times or bad, how you approach the pre-planning and execution may be the difference between success and failure. Just as important, what steps can you take to de-risk the business before you go to market.

The Smart Business Dealmakers Conference connected thousands of local dealmakers - from middle-market CEOs to top investors and lenders to leading M&A advisers. With sessions ranging from raising capital to buying and selling companies to alternative asset investing, the conference covered the breadth of the M&A landscape.

Panelists: 

  • Scott Anderson, Partner, Womble Bond Dickinson (US) LLP (Moderator)
  • Jim Benedict, Senior Wealth Strategist, Private Business Strategist, and Senior Vice President, PNC Wealth Management
  • Greg Higgs, CEO, Fab Fours Inc.
  • Sam Houston, Finance Director & Controller, Warn Industries, dba Fab Fours
  • Joey Osborne, Former CEO, Mosquito Authority