Succession Planning 101: Preparing Your Business for a Successful Sale

Learn how to prepare your business for a successful sale or transition, protect the value you have built, and understand where financing can support the process.

This practical session will introduce business owners to the fundamentals of succession and exit planning, including when to start, common mistakes to avoid, and the options available, from selling your business to passing it on to family members or bringing in a partner.

Walk away with practical insights and clear next steps to start planning ahead.

Speaker: Ravisha Gupta, Founder & M&A Advisor, Capital Conclave

Ravisha Gupta is the Founder and M&A Advisor at Capital Conclave, a boutique advisory practice based in Ontario, Canada. With a career of 15+ years spanning Canadian banking, KPMG transaction advisory, executive search at Heidrick & Struggles, and business brokerage, Ravisha brings a rare combination of financial structuring expertise and deal-making acumen to every mandate. Her approach is rooted not in listing businesses, but in positioning them, ensuring every transaction is properly underwritten, buyer-qualified, and built to close.