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Is Your Company Strategically Positioned for 2026?

Whether your goals involve growth, capital planning, or exploring a potential transaction, clarity begins with a focused conversation. Our Strategic 2026 Planning Session helps founders, owners, and executives identify which path best aligns with their long-term objectives.

3 Simple Steps >

Step 1: Complete the Input Form

Share a few details about your company and goals using the short form below.
(It takes less than 5 minutes and helps our team understand your objectives.)

Step 2: Review & Next Steps

Our senior team reviews each submission to determine where a Strategic 2026 Planning Session can provide the most value.

If your company is a good fit for this process, we’ll reach out within 24 hours to discuss next steps and, if appropriate, provide an NDA for further information sharing.

Step 3: Planning Session

Selected companies will participate in a focused session, either in person or via video conference, to explore growth paths, capital strategies, and opportunities aligned with their long-term goals.

Get Started

Company Inputs

Complete the below form in just a few minutes so we can provide a quick outlook on your transaction readiness.

All information shared within this form will be treated as confidential by Westlake Securities.

Disclaimer: We understand that you’ve filled out the above to the best of your knowledge and that some of the information provided may not be 100% accurate. By submitting your information, we will save and store it for our internal team to reference. Your information will not be shared with outside parties. Additionally, no information you have provided will lock you into something. 

Questions? Contact [email protected]