Sale Readiness: How to Prepare Yourself for a Successful Exit
Presented By: Nelson Mullins / Twelve Points
A successful exit isn’t just a financial transaction—it’s a personal and professional turning point. This session brings together business owners who have been through an exit, a deal lawyer, and an M&A advisor to explore what true personal readiness looks like. From clarifying post-exit goals and managing emotions to deciding whether to build something new, stay on, or confidently walk away, panelists will share how aligning family expectations and preparing for what comes next leads to clearer decisions and more fulfilling outcomes.
Moderator:
CEO
Twelve Points
Dave Clayman is Co-Founder and CEO of Twelve Points. As an entrepreneur himself, Dave is know for being a trusted advisor to his business owner clients, guiding them from raising money to optimizing the company's retirement plan to helping them plan for and execute their ultimate company exit. Dave continues to further his professional credentials as a Certified Exit Planning Advisor and a Chartered Private Wealth Advisor.
Panelists:
Principal
Wincove
Prior to joining Wincove, Alex enjoyed a 12-year professional hockey career. During that time, Alex served as a Player Representative with the NHL Players Association. Alex graduated from Harvard University, where he was Captain of the hockey team, and earned an MBA from Southern New Hampshire University. He lives in the Boston area with his wife and four children.
Chief Executive Officer
Predictive Monitor LLC
Laurie Masiello, Co-Founder of Masy BioServices, served as Chief Executive Officer from its inception through its successful sale. Under her leadership, Masy became a internationally recognized organization distinguished by integrity, quality, and excellence, achieving ISO-9001 and ISO-17025 accreditation. In 2022, Laurie co-founded Predictive Monitor, extending her vision for innovation and reliability into predictive facility monitoring. She was named the 2018 Outstanding Woman in Business by the Worcester Business Journal and honored as a 2023 Smart Business Dealmaker Award winner. Laurie continues to advance industry and community initiatives through active service on multiple boards.
Managing Partner, Boston Office
Nelson Mullins Riley & Scarborough LLP
Brian serves as managing partner for the firm's Boston office. He practices in the area of business law where he counsels privately and publicly held companies on corporate, finance, and securities law matters. Brian specializes in advising closely held businesses and larger companies in mergers and other business acquisitions, sales, and restructuring transactions. He also has venture capital experience, representing both emerging companies and investors.