Wealth Management EDGE - Day 3Thursday, 11 June 2026 - US Eastern

In today’s M&A environment, more options don’t automatically lead to better outcomes, many firms find themselves defaulting into whatever path is most available rather than intentionally choosing the one that best aligns with their goals.

This session delivers a strategic view of the current exit landscape and the three primary paths available today - what each actually optimizes for, where they break down, and how to think about sequencing decisions over time. You’ll uncover the common (and costly) mistakes that quietly erode value - like capacity constraints, founder dependence, undercapitalized succession, and misaligned expectations - and walk away with a clear framework to align your strategy with your goals, maximize value, preserve optionality, and ensure your outcome holds up long after the deal is done.