Founder’s Journey 101: Preparing for a Strategic Exit

As your company matures, the journey becomes more complex but also more rewarding. In the third session of our Founder’s Journey 101 series, we explore the key strategic, operational, and personal decisions founders face in later stages of company building.

Watch the recording to hear from experienced founders and Carta experts as they dive into:

Liquidity readiness: Understand IPOs, tender offers, secondary transactions, and M&As.
Tax-smart planning: Learn how to leverage tax-efficient strategies to prepare for potential exits.
Operational excellence: Build scalable systems, foster a strong culture, and stay due diligence-ready even before you’re thinking of exiting.
Leadership evolution: We’ll explore how a founder’s role grows how to manage their boards, and stay resilient through complex transitions

Featuring

David Esposito

Chief Executive Officer

ONL Therapeutics

Shawn M. Ryan, CFA

Chief Financial Officer

SRA Watchtower

Shubhi Nigam

Director of Product

Carta

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.