When a buyer evaluates your company, they see two assets: the operating business and the real estate beneath it. Most owners plan carefully for the first and treat the second as an afterthought. This session shows how the building shapes your exit, while every option is still open.
Every registrant receives The Business Owner Journey, Sandro’s owner’s playbook with a ten-point readiness scorecard.
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Add to calendarFor many owners, the building is the largest asset outside the business itself. Yet it rarely gets the attention paid to earnings, multiples, and deal terms.
Whether you own your real estate or lease it, the property changes the buyers you attract, the terms you can negotiate, and the options you have after close. Treated early, it is leverage. Discovered late, it is a concession.
Sell the building with the business, keep it as a landlord, or separate the two years in advance. Each path leads to a different exit.
The PropCo/OpCo decision, in one picture
The lens a strategic acquirer or private equity group applies to your property, why it rarely matches the number on your balance sheet, and how the gap shows up in your offer.
How separating the operating company from the property company works in practice, what it signals to buyers, and the situations where it strengthens your position at the table.
The moves that are simple years out and expensive at the deal table: lease terms, entity structure, and the order of operations in the seasons before a sale.
No prior deal experience is assumed, and nothing in the session requires you to be in market. This hour is most useful if a few of the following are true.
Advisors, attorneys, and CPAs who serve business owners are welcome. The material is written for the owner’s chair, and you will leave with language you can use with your clients.
Roughly $5M to $100M in revenue, where the business is the family’s largest asset.
You own your building or land, hold it in a separate entity already, or lease space your operation depends on.
Eighteen months out or five years out. The earlier the horizon, the more of this material you can put to work.
The goal of the hour is a wider set of choices at exit, and a clear sense of which decisions have to come first.
CEPA · Founder, Commercial Real Estate Strategic Advisory
Jason works on the property side of an owner’s transition: what the real estate is worth to a buyer, how it should be held, and when to act. He is a Certified Exit Planning Advisor and advises owners preparing businesses for sale.
CEO, Co-CIO · Sandro Wealth Management
Garrett leads Sandro Wealth Management and speaks to what comes after the transaction, when the proceeds of a life’s work need a plan of their own: planning, structure, and stewardship across generations.
Register and receive The Business Owner Journey, Sandro’s playbook for the five phases of an owner’s transition, from first diagnostics through the integration of wealth after a sale.
Sent to every registrant, whether or not you attend live.
Anything else, raise it in the live Q&A.
Wednesday, August 12, 2026·3:00 pm ET / 12:00 pm PT·Live online
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