At The Asset Exchange, we realize that when you’re selling a business or other large asset, taxes are often an afterthought. However, the headline sales number is never the amount that you’re taking home. So if you are selling your business and want to reduce taxes, The Asset Exchange can help you achieve a better outcome.
Exclusive Commercial Lender Sponsor
Orchestrating a successful transaction is both a business endeavor and an art form, requiring knowledge of industry and market subtleties. Our M&A expertise is complemented by deep industry expertise, including Consumer & Retail, Healthcare, Industrial, Oil & Gas, Real Estate, Technology and Utilities, Power & Renewables.
Exclusive SBA Sponsor
Live Oak Bank, the #1 SBA 7(a) Lender by dollar amount for FY 2021, helps buyers and advisors nationwide by providing business acquisition financing utilizing both SBA and conventional financing facilities from $1 to $12 million with no minimum collateral requirements. Our clients enjoy an efficient, simpler, faster loan process and a customer experience you won’t find with other banks.
Exclusive R&W Insurance Sponsor
Merger, acquisition or divestiture, investment deals are complex. Risk Strategies Private Equity has the experience to dig deeper, spotting issues that can cause deals to fail or cost you dearly before, during or after the transaction. We help ensure your investment pays off.
Exclusive REIT / Sale Leaseback Sponsor
As one of the largest and fastest-growing net-lease REITs in the United States, S|T|O|R|E Capital delivers value-creating real estate lease solutions and builds long-lasting relationships with each customer. Our team continues to partner with real estate intensive business owners to free up capital and create wealth through innovative lease financing solutions.
Full Conference Sponsors
IDI is a southeast based investment company led by John Dalton, a three decade industrial products veteran with experience in all company functions and as a private equity investor with SouthPointe Ventures in Atlanta. IDI invests in manufacturers of industrial devices, sensors, machinery and instruments.
Lancer Capital is an independent sponsor firm focused on partnering with families, founders, and management teams to support acquisitions, recapitalizations, and growth financings of private and family-owned businesses.
Zabel Companies (“Zabel”) is a private investment firm dedicated to partnering with management teams to invest in and build private companies over the long-term (5 to 15 years). Whether through a buyout, recapitalization or injection of growth capital, Zabel’s strategy is to work closely with management to steadily grow businesses and to build value for all parties involved.