Build your best exit.
Expert M&A speaker Jui Trivedi gives practical insights to owners on building enterprise value, exit readiness, and ownership transition.
Managing Partner Next Point LLC & Certified Exit Planning Advisor (CEPA)
professional advisors · women in business · industry associations
of owners have identified exit strategy on their priority list
of owners don’t have a written, formal transition plan
of business owners still need to develop a transition team
Most owners spend years building the company
But far less time preparing for how that value will one day be realized. When the transition isn’t planned well, the consequences extend beyond the owner — to family wealth, employees, customers, and the community. Earlier preparation protects value, creates options, and gives owners greater control over what comes next. That’s the conversation Jui brings to the stage.
Statistics source: Exit Planning Institute
Exit advice is everywhere. But not everyone has closed-deals experience.
Jui has experience at the deal table: speaking with hundreds of buyers and sellers, negotiating deal structures, working through diligence, guiding owners through emotional decisions, and managing the complexities of bringing a transaction to the finish line.
Her message is to build the kind of business that gives you better choices later. Audiences leave with the truth from someone who has done the work, told plainly, with the numbers and the human stakes both in view.
Practical advice grounded in firsthand M&A experience.
Industry-specific insight tailored to the room
Owner-centered, and never a sales pitch from the stage
Speaking topics
Exit Strategy Is Business Strategy
How owners protect value, preserve options, and stay in control of the next chapter.
By treating the exit as part of building a stronger business, not a last-minute scramble.
The One-Day Exit Plan
Turn an overwhelming process into a practical starting point.
An interactive working session where owners work through their goals, timing, readiness, and next steps—and leave with a tangible one-page exit plan they can put to work.
Million-Dollar Blind Spots
What buyers see that owners often miss.
Drawing on patterns from hundreds of transactions, Jui shows the risks, dependencies, and value gaps that shape valuation and deal terms long before a company goes to market.
Women, Wealth & the Exit Gap
How women owners protect and grow the value of what they’ve built.
A practical M&A lens on valuation, leverage, buyer expectations, and the deal table.
What Buyers Actually Want
How buyers evaluate a private business before they make an offer.
Why Good Businesses Leave Money on the Table
The avoidable issues that quietly cut valuation, leverage, and deal certainty.
Your Biggest Asset, Your Least-Prepared One
Why business value belongs in every owner’s long-term plan.
The Human Side of M&A
A business sale can affect far more than an owner’s finances. This session looks at the personal decisions around identity, family, employees, and legacy that often shape the outcome of a transition.
The Advisor’s Role Before the Deal
How CPAs, attorneys, and wealth advisors help owners prepare earlier.
Get practical M&A insight for owners, advisors, and industry audiences before the stakes are at their highest.
Every industry has its own buyers, risks, and value drivers. Jui speaks to yours.
Each session is built around the business model, economics, and ownership dynamics of the audience in the room.
Dental
Practice transition · DSOs · provider dependency
Dental Practice Transition
Preparing dental practices for the next chapter.
What Dental Buyers See
Reducing Provider Dependency
Multi-Location Practice Readiness
Medical Practices
Physician owners · MSOs · autonomy
Medical Practice Transition
Helping physician owners prepare for succession, sale, or partnership.
What Healthcare Buyers See
The Physician’s Transition
Private Equity & Independent Practices
Physical Therapy
Clinics · referral sources · payer mix
PT Practice Transition
Strengthening practice value before the market tests it.
What PT Buyers See
Reducing Owner Dependency
Transferable Value Across Clinics
Manufacturing
Workforce · customers · strategic buyers
Manufacturing & Distribution
Preparing industrial businesses for ownership change.
What Industrial Buyers See
The Manufacturer Beyond the Founder
Reducing Risk Before Diligence
Distribution
Margins · systems · customer concentration
Distribution Company Transition
Scale, margin quality, customer mix, and transferability.
Buyer Expectations
Operational Readiness
Strategic Exit Preparation
Professional Advisors
CPA · legal · banking · wealth
Advisor Education
Helping advisors guide owner clients before transition becomes urgent.
Before the Owner Is Ready
Buyer Diligence Issues
Talking About Exit Readiness
A speaker who’s been at the deal table, not just the podium.
Jui Trivedi is the Managing Partner of Next Point LLC with 25+ years of tested financial strategy and M&A experience. She has led or facilitated over 450 transactions across healthcare, dental, physical therapy, manufacturing, distribution, and other privately held sectors.
On stage, she brings that same closed-deal perspective — helping owners and advisors understand what buyers evaluate, what makes a business more transferable, and what can be done earlier to protect value and preserve options.
Where Jui is writing and being interviewed
Articles, interviews, and podcast conversations on valuation, readiness, and what owners learn on the other side of a transaction.
Frequently Asked Questions
What does an exit planning speaker help business owners understand?
An exit planning speaker helps business owners understand how the decisions they make today can affect the value, transferability, and future sale of their company. Jui Trivedi approaches exit planning through the lens of M&A, helping owners understand what buyers look for, what can reduce business value, and which risks are best addressed before a sale or ownership transition becomes urgent. Her presentations focus on practical steps owners can take to build a stronger, more transferable business while preserving more options for the future.
What do buyers look for when evaluating a privately held business?
Buyers typically evaluate more than revenue and EBITDA. They also look at the quality and sustainability of earnings, customer concentration, management depth, owner dependency, recurring revenue, growth opportunities, financial reporting, and how easily the business can operate under new ownership. Jui Trivedi draws on real-world M&A experience to help business owners understand how buyers assess both opportunity and risk, and why two companies with similar earnings can receive very different valuations and deal terms.
When should a business owner start planning for an exit?
Ideally, business owners should begin exit planning several years before they expect to sell or transition the company. Many factors that influence business value, including management depth, customer concentration, recurring revenue, owner dependency, and financial reporting, take time to improve. Starting early also gives an owner more choices. Exit planning does not require deciding to sell. It means building a business that is more valuable, transferable, and prepared for a future sale, succession, recapitalization, or other ownership transition.
How can a business owner increase the value of a company before selling?
Increasing business value before a sale often requires more than increasing revenue or EBITDA. Buyers also consider the risk associated with those earnings. A business may become more valuable by reducing owner dependency, strengthening the management team, diversifying customers, improving recurring revenue, maintaining reliable financial reporting, and demonstrating sustainable growth. Jui Trivedi helps business owners look at their companies from a buyer’s perspective so they can identify the issues that may affect valuation, deal structure, or buyer interest before going to market.
What types of audiences and events does Jui Trivedi speak to?
Jui Trivedi speaks to business owners, executives, entrepreneurs, and professional advisors on M&A, business value, exit planning, and ownership transition. She presents at conferences, association meetings, business-owner forums, executive programs, advisor events, and industry gatherings. Her audiences include owners of privately held businesses as well as professionals who advise them, including CPAs, attorneys, wealth advisors, and other business advisors. She also speaks to industry-specific audiences in manufacturing, dental and healthcare practices, physical therapy, and other owner-led businesses.
Can Jui Trivedi customize an M&A or exit planning presentation for our industry or audience?
Yes. Jui Trivedi can tailor her M&A and exit planning presentations to the industry, audience, and objectives of the event. Topics and examples can be adapted for business owners, executives, professional advisors, and industry associations, including manufacturing, dental and healthcare practices, physical therapy, and other privately held businesses. Because her perspective comes from active M&A advisory work, presentations can incorporate practical buyer considerations, valuation issues, transaction risks, and real-world situations that are particularly relevant to the audience.
Give your audience the conversation most owners hear too late.
Jui works with organizers to shape a keynote, breakout, or workshop around exactly what your owners need to hear. Tell us your event date, audience, and format, and she’ll build the session around it.
Keynotes · Breakouts · Fireside chats · Workshops