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Session B

Maximizing your Liquidity Event: Best Practices in Preparing for a Sale

Presented By: Lazard / Redpath and Company

What does the successful sale of your business look like to you? In this breakout session, a seller, a buyer, and two M&A advisors discuss why it’s important to prepare years before going to market with a deal. They’ll share actionable advice on how to ensure you achieve the best possible valuation no matter the economic headwinds you face, and what to consider when preparing yourself and your family for life after the close.


Dustin S. Klein
Chief Content Officer
Smart Business

Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.


Robert Frost
CEO & Head of Industrials, Private Market Advisory
Lazard Frères & Co.

Robert Frost is the Chief Executive Officer and Head of Industrials in Lazard's Private Market Advisory group. He has more than 20 years of investment banking experience. His transaction experience includes buy and sell-side M&A advisory, private equity placements, fairness opinions, and restructuring assignments. He has represented companies in a wide range of industrial sectors, including chemicals, specialty materials, building products, capital equipment, and engineered components. Prior to joining Lazard, he spent nine years in the Mergers & Acquisitions practice of Piper Jaffray & Co. Prior to his career in investment banking, he spent seven years in public accounting with Deloitte & Touche LLP. He serves on the Board of Directors of Cristo Rey Jesuit High School in Minneapolis.


Bryce Gibson
Chief Business Officer | Chief Operating Officer
Avtex Solutions a TTEC Digital Company

Avtex is a full-service Customer Experience consultancy that drives better relationships and business opportunities for its clients by identifying, building and deploying technology systems that enhance the customer journey. Bryce Gibson serves a number of roles across the consultancy, including: Chief Client Officer, Chief Business Officer, and Chief Operations Officer. Bryce is focused on driving successful execution of strategic initiatives, which has resulted in more than 10x growth in enterprise value.

Joel Grebenick
Northern Lakes Capital, L.P.

Joel helped form Northern Lakes Capital in 2021. He maintains certain responsibilities at private equity firm Stone Arch Capital and previously was an investment banker at Lazard, advising on sell-side and buy-side M&A transactions along with corporate divestitures, minority equity capital raises, and debt advisory mandates.

Over the course of his career, Joel has primarily focused on M&A transactions with the vast majority involving family-owned businesses. He is a frequent speaker at private equity, private company and university panels and is active in numerous community volunteer activities.

Joe Hellman
Partner, Transaction Advisory Services
Redpath and Company

Joe Hellman leads the Transaction Advisory Services practice at Redpath and Company. He provides support to clients throughout the transaction life cycle, from evaluating opportunities pre-LOI to post-close net working capital true-ups and synergy assessments. Joe has experience assisting clients through buy-side and sell-side transactions, working capital negotiations and disputes, carve-outs, and preparing to sell across a variety of industries.

Conference Location

3205 Excelsior Blvd.
Minneapolis, MN 55416
Tel: 612.926.1601