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Exit Optionality Bootcamp

June 14 @ 11:00 am - 3:00 pm

About this event

Join fellow founders, CEOs, CFOs, General Counsels, and their teams at this exclusive webinar designed to help private companies better understand how to set the foundations for a successful exit. The market volatility seen in early 2023 has slowed down the market for IPO and M&A, giving companies thinking about listing more time to prepare and strategize. Our experts will share ways to avoid pitfalls and strategies for a successful transition to being a public company.



This Bootcamp is intended for any executive who is involved in devising and/or executing an IPO – from CEO, CFO, COO, CTO, Chief Counsel, General Counsel – to leaders and the teams who are responsible for identifying and managing an IPO.

Space is limited; please RSVP to ensure your spot!


9:00AM – 9:30AM – Market Update & Analysis by Bank of the West BMO

9:30AM – 10:30AM – Cash Management

This panel will cover:

  • Understanding and forecasting your cashflow cycle
  • Strategies for improving sales and customer relations
  • Solutions and opportunities to enhance your cashflow
  • How bank relationships can help your business grow

10:30 AM-10:35AM – BREAK

10:35AM-11:40 AM – IPO Readiness

This panel will cover:

  • Company requirements to qualify for IPO
  • How pre-IPO companies should think about investor engagement
  • Best practices for managing an IPO deal team
  • Strategies to guide you during a delay in a public offering

11:40 AM-11:45AM – BREAK

11:45AM-1:00 PM – M&A Readiness

This panel will cover:

  • Update on the current M&A environment
  • Best practices to position yourself for future M&A opportunities
  • Strategies to execute a successful transition
  • Case studies of successful M&As

*The same zoom link will be used across all the panels