background-image
subtitle
How early tax, wealth and business planning preserves value and improves outcomes

Webinar

Transition readiness can't wait for the deal

August 19, 2026

Watch on demand now

Event details
Date and time
Wednesday, August 19, 2026
Recorded, watch on demand anytime
Intended audience
Business owners, chief executive officers, chief financial officers, tax executives, shareholders and private company leaders
Duration
60 minutes
Share this event

Event overview

Many business owners assume transaction planning begins only when a deal is on the horizon. In reality, the decisions that have the greatest impact on value, deal certainty and after-tax proceeds are often made years before a letter of intent is signed. Organizations that wait until diligence is underway frequently discover that issues affecting valuation, tax efficiency and transaction readiness are far more difficult—or impossible—to address. Early planning helps preserve optionality, reduce surprises and position a business for stronger outcomes.

In this recorded webinar RSM professionals explore the tax and business considerations that organizations should evaluate well before a transaction is contemplated. Through the lens of transaction readiness, we will discuss how businesses can identify value drivers, address potential tax exposures, improve readiness and align shareholder objectives to maximize value and preserve after-tax wealth when opportunities arise.

Watch on-demand now

section-title
Presenters
Card CTA Label
View full bio
Bio Page
  • andy-swanson
  • amol-jain
  • winston-shows
  • jeff-katz