• Plenary

Grow, Sell, Or Stay The Course? Deciding The Right Move For Your Business 

October 28, 2025 · 08:40 AM – 09:20 AM

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Moderator

Katie Bennett

Katie Bennett

Master Certified Forum Chair

MacKay CEO Forums

Panelists

Karim Kassam

Karim Kassam

Co-Founder & Principal

Optima Living

Don Montgomery

Don Montgomery

Founder & Sr. Advisor

True North Mergers & Acquisitions

Dave Turnbull

Dave Turnbull

Head of IG Private Company Advisory

IG Private Wealth Management

Maximizing your business’s long-term value begins with a clear strategy. The decision to sell, hold, or scale requires careful consideration of your time horizon, leadership capabilities, risk tolerance, and growth potential. This session equips you with the insights and tools to confidently choose the best path forward for your business.

Key Takeaways:

  • Understand alternative transaction structures, including strategic sales, management buyouts, and private equity deals.
  • Learn actionable strategies to enhance your business’s financial sustainability through diversification, market expansion, synergies, and cost reductions.
  • Identify common pitfalls and red flags that can deter investors or partners, and how to address them proactively.

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