Poised for Exit Video Podcast Episodes Are Here!

Podcast 313: Inside the 2026 M&A Summit: What Business Owners Can Expect

Podcast 304: Freedom to Build, Risk, and Begin Again: A Fourth of July Message from Julie Keyes

In this episode of Poised for Exit, Andy Schwandt of True North Mergers & Acquisitions offers a preview of the 2026 M&A Summit, an annual event bringing together business owners and advisors for a day focused on preparing, positioning, and planning for successful business transitions.

The conversation explores what attendees can expect from this year’s Summit, including discussions around owner readiness, mitigating risk, and understanding what can go wrong during a transaction. Andy also shares why preparing a business well before an exit is on the immediate horizon matters, from reducing owner dependency and customer concentration to building the right team of advisors.

Andy also previews several highlights from the 2026 M&A Summit, including keynote speaker Walter Bond, an economic update from Goldman Sachs, the Grow or Go panel, lessons from owner exit readiness, and the live QuietAuction™ experience, where private equity firms evaluate the same business and submit competing offers.

Connect with Andy Schwandt here
Learn more about True North Mergers & Acquisitions here

Learn more and register for the 2026 M&A Summit here

🎟️ Complimentary registration code: PFE2026

Interested in sponsorship opportunities or hosting a VIP table for your clients? Contact Nicole Magandy at [email protected]

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor

Want Even More Insights?

Sign Up for the Poised for Exit Newsletter

Resources from KeyeStrategies

Business Readiness Transition Course
Preparing Your Business for Transition Book

Poised for Exit Book

Picture of Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

Thank you to our Poised for Exit Sponsors!