Every deal tells a story. In this session, Jaclyn Ring and Scott Mashuda of REAG will take you inside the mind of an investment banker to examine two real-world transactions — each presenting unique obstacles and opportunities along the path to sale.
Through detailed case studies, we'll explore:
- Where roadblocks emerged and how advisors could have anticipated or avoided them
- Critical moments where advisor guidance made a difference—for better or worse
- How proactive advisory strategies impact deal timeline, complexity, and client satisfaction
- Actionable insights you can apply to deliver winning outcomes for your clients
Two solid companies, one transaction went remarkably smooth, the other hit speedbumps. By dissecting what happened—and why—we'll reveal how the right (or wrong) guidance can make all the difference.
This session qualifies for up to:
1.5 Value Acceleration Knowledge Hours
1.5 CFP Hours
1.5 CPE Hours
-1.png)
