Preparing for the Liquidity Event: Deal Structure, Buyer Fit, and Financial Readiness
Presented By: Merrill Lynch / Riggs Davie PLC
A liquidity event is one of the most complex and consequential moments in an owner’s journey — and success depends on far more than finding a buyer. This session brings together business owners and advisors to explore how to vet and choose the right buyer, prepare the company and management team for an intensive transaction process, align personal and family financial readiness, and structure deals that balance certainty, upside, and risk. Attendees will gain a practical, real-world view of what it takes to successfully navigate a liquidity event.
Moderator:
Member
Riggs Davie PLC
Casey Riggs is a co-founder and Member of Riggs Davie PLC, a Brentwood, TN-based boutique law firm. His practice centers on M&A and other business transactions, guiding closely held businesses and investor-backed startups through acquisitions, sales, and complex restructurings across industries including technology, real estate, logistics, manufacturing, healthcare services, professional services, distribution, and business services, from initial structuring through closing and post-closing integration. He also advises owners on pre-transaction estate and wealth transfer planning to align deal structures with long-term family objectives.
Panelists:
Investor, Entrepreneur & Board Member
Jim Aylward is a veteran entrepreneur, investor, and board member with a distinguished record of building, scaling, and exiting healthcare SaaS companies. In the last ten years, he completed three healthcare tech exits, showing his skill in spotting market opportunities and creating value for investors and customers. Jim founded and led Sy.Med Development, a credentialing software company acquired by HealthStream;MedCenterDisplay, a digital patient engagement and marketing platform sold to PatientPoint;and Preferral, a physician referral management solution acquired by AristaMD.
Fmr Owner and CEO
PMG Software Professionals
Patrick is a retired software industry leader and certified Life Coach. After 15 years building and selling a successful software business with his wife, he now focuses on making a positive impact on people's lives. Known for straightforward, honest negotiations, he values personal growth and strong relationships.
Senior Vice President, Private Wealth Advisor
Merrill - Evelo|Singer|Sullivan|Bruegge Group
Braden Martini is a Partner and Private Wealth Advisor with The Evelo|Singer|Sullivan|Bruegge Group within Merrill's Private Wealth Management division. The Group is a nationally recognized private wealth advisory team serving senior-level public company executives, private business owners and ultra high net worth families across the country.