EPI OC 2026 – August 13 – When Planning Meets Reality; A Company Sale Through Governance, Succession, and Tragedy

This session explores how thoughtful governance, clear ownership alignment, and advance planning enabled the company—and its advisors—to continue the transaction despite this loss. The panel will examine the decisions made before and during the crisis, what could have derailed the process, and how coordinated advisory roles helped protect both enterprise value and the family’s objectives.

(Purchase of this product will include a link to the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by Channing Hamlet, Michael Umansky, and Aaron Malardino

 

This product can only be viewed by members.