Westlake CEO Featured in Venturi Webinar

At Westlake Securities, helping business owners plan and execute successful transitions is at the heart of what we do. Recently, our CEO Matt Anderson was invited to speak at a webinar hosted by Venturi Private Wealth, where he shared expert guidance on how business owners can begin preparing for an exit—whether it’s five years away or fast approaching.

Drawing from his decades of experience and his book Completing the Deal, Matt offered real-world advice and a strategic framework for building long-term value and navigating a smooth transaction process.

Key topics included:

• The current market landscape

• How to maximize value before going to market

• What you need and what to expect during a transaction

• Close and post-close considerations to ensure long-term success

We’re grateful to Venturi Private Wealth for hosting this valuable conversation and creating space for business owners to think strategically about what’s next.

Stay tuned for more insights and events from the Westlake team.