From Ownership to Outcome: How to Best Prepare for Your Liquidity Event
Presented By: Alex. Brown (A division of Raymond James) / Prosperity Partners
A liquidity event can be the most significant financial milestone in a business owner’s journey—but preparation is everything. This session will explore how to plan ahead for a successful exit or recapitalization, from aligning financials and governance to understanding market timing, buyer expectations, and tax implications. Panelists will share practical insights on positioning your company to maximize outcomes, avoid surprises, and ensure both personal and business readiness for liquidity.
Moderator:
Regional Executive - Managing Director, Investments
Alex. Brown, a division of Raymond James
Roger manages the Chicago office of Alex. Brown and has over 20 years of experience working with families of significant wealth. As a Wealth Management Specialist, he focuses on the needs specific to business owners going through a liquidity event. Strengths include presale planning, assembling your professional team, asset protection, investment management, family office services, philanthropy and building your legacy.
Panelists:
Partner
Prosperity Partners
John Alfonsi is a partner at Prosperity LLC and business valuation practice group leader where he brings over 40 years of experience in tax and advisory services. He focuses his practice on business valuation and tax planning and consulting for closely-held business owners and family offices.
Owner
Meridian Fire & Security
George has 30+ years’ experience in the fire & security space. He co-founded Meridian Fire & Security LLC which is a leading provider of fire and life safety services in the intermountain region. The Company services a diverse customer base of municipalities, building owners, property managers, general contractors, electrical contractors, and construction companies across the commercial, industrial, educational, government, military, and correctional facilities end-markets. Additionally, the Company serves as a sole-source fire protection solutions provider for customers, offering systems install, repair and maintenance, inspection, testing, and monitoring services.
On December 2nd, 2024 he sold Meridian Fire to Summit Fire Protection Co. Prior to Meridian, he founded and exited a fire & life safety company to Siemens.
Previously, George worked at several state-of-art research and development firms focusing on electronic systems for industry and government officials.
He graduated from the University of Nevada, Las Vegas with a BSEE.
Founder & CEO
MatFresher
Steve Subar is a founder, technology executive, and entrepreneur with 25+ years experience in software, cybersecurity, and fitnesstech. He has led several successful exits and is chairman of Cyber Threat Intelligence Network, a partner at TechCXO, and the inventor and CEO of MatFresher, the world's first automated yoga mat cleaning machine for gyms and exercise studios.