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