Eminae CEO Forum NYC – Maximizing Value: Key Strategies for Business Exits and Successful M&A

Join us for an exclusive, invite-only event designed for CEOs, business owners, investors, and M&A professionals looking to maximize value in business exits and M&A transactions.

The CEO Forum will be an afternoon of strategic learning, robust connections, and expert guidance to help you position your business for success in today’s competitive M&A landscape.

Through expert-led panels, strategic discussions, and high-level networking, this event will provide actionable insights on:

✅ Optimizing operations & leadership for a seamless transition

✅ Managing risks & compliance to protect business value

✅ Structuring deals for the right sale and maximizing returns

Event Details
📍 Location: RSM US LLP, 151 W 42nd St, 19th Floor, New York, NY

📅 Date: June 26, 2025

⏰ Time: 12:30 PM – 5:30 PM

Agenda

12:30 PM – 1:00 PM | Registration & Networking

Welcome drinks, light bites, attendee check-in, and informal networking.

1:00 PM – 1:15 PM | Opening Remarks

Opening Remarks from event host and introduction of Eminae Founder & CEO Kyle Griffith with an overview of the day’s agenda.

1:15 PM – 2:15 PM | Panel 1: Optimizing Business Operations for M&A Success

Topics include:

• Strengthening leadership & operations
• Building HR infrastructure for scalability
• Leveraging tech for post-deal efficiency

2:15 PM – 2:35 PM | Networking & Coffee Break

2:35 PM – 3:35 PM | Panel 2: Structuring Deals for Maximum Value & Risk Management

Topics include:

• Deal structuring strategies
• Risk mitigation & compliance
• Preparing for due diligence and valuation

3:35 PM – 3:55 PM | Networking Break

3:55 PM – 4:40 PM | Keynote by Deputy Chief Economist , RSM US, LLP Kevin Depew

4:40 PM – 5:30 PM | Networking and Refreshments

Cocktails, conversations, and curated networking.

6:30 PM – 8:30 PM | VIP Cocktail Reception Mixer

Private Location

Panel Members

Optimizing Business Operations for M&A Success Panel

• Tricia M. Taitt, Fractional CFO at FinCore
• Jason Helfenbaum, President at ClicKnowledge Inc.
• Shireen Hilal, CEO at Maior Strategic Consulting LLC
• Joseph Frasko, Principal at VettedPath Advisors
• Radha Kalaria, Founder & CEO at PeakTurnaround

Structuring Deals for Maximum Value & Risk Management Panel

• Avi Sinensky, Partner at Rivkin Radler LLP
• Ken Pischel, Fractional CFO at Dynamic Business Consultants, LLC
• Lani Medina, Founder & Managing Attorney at Lani Law PLLC
• Martha Mistretta, Risk and Insurance Advisor at HUB International
• Jerry Musi, Tax Partner at RSM LLP

What to Expect:

The Optimizing Business Operations for M&A Success panel will explore how streamlining operations, enhancing leadership structures, and leveraging technology can increase business value. You’ll learn how to build scalable management teams, improve operational efficiency, and prepare for a seamless transition, whether you’re selling or merging your business. Get actionable insights on how optimizing internal processes can directly impact your M&A success and long-term profitability.

The Structuring Deals for Maximum Value & Risk Management panel will dive deep into best practices for deal structuring, risk mitigation strategies, and compliance considerations. You’ll gain valuable knowledge on positioning your business for the right sale and confidently navigating complex transactions. Experts will share insights on managing due diligence, understanding tax implications, and ensuring that your deal is structured to maximize value while minimizing risks.

These panels, led by experienced professionals, will provide you with the tools and strategies you need to drive successful business exits and M&A transactions. This is your chance to engage with top advisors and clearly understand how to approach M&A deals to achieve the best outcomes.

About the Eminae CEO Forum

The Eminae CEO Forum is an exclusive educational event designed for CEOs, business owners, and M&A professionals navigating critical transitions. Whether focused on growth, mergers, or exit strategies, this private forum connects you with an elite group of advisors and consultants who provide actionable insights and expert guidance tailored to your unique challenges.

At the core of the Eminae Network’s mission is our dedication to empowering leaders with the tools and knowledge needed to navigate the complexities of deal-making. Through dynamic panel discussions and thought-provoking presentations, attendees will gain strategic insights to drive success and maximize opportunities in today’s competitive M&A landscape.

The Eminae CEO Forum is an exclusive educational event for CEOs, business owners, and M&A professionals navigating critical transitions. Whether focused on growth, mergers, or exit strategies, this private forum connects you with an elite group of advisors and consultants who provide expert insights and strategic guidance to help you navigate the complexities of deal-making.

Why Attend?

✔ Learn from Industry Experts – Gain practical, actionable strategies from top M&A advisors, dealmakers, and business leaders.

✔ Expand Your Network – Connect with a diverse range of private equity professionals, investors, and business owners actively involved in M&A, opening up new possibilities and opportunities.

✔ Get Actionable Insights – Understand key drivers for increasing business value, mitigating risks, and structuring a successful exit.

Who Should Attend?

✔ Business Owners & CEOs planning for an exit or M&A transaction

✔ Private Equity Professionals & Investors looking for acquisition opportunities

✔ Investment Bankers & Business Brokers facilitating middle-market transactions

✔ M&A Professionals including attorneys, CPAs, CFOs, and financial advisors

Secure Your Spot Today!

📩 Spaces are limited – register now to gain exclusive access to top-tier M&A insights and strategic connections.

🔗 Register Now

For sponsorship opportunities or inquiries, contact us at [email protected].

We look forward to seeing you in NYC for an insightful and impactful event!

For questions, contact us at [email protected] or visit eminae.com

We can’t wait to see you in New York City for a transformative afternoon of learning, networking, and strategic insights!

THANK YOU TO OUR EVENT SPONSORS AND PARTNERS

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