Fractional Network Hosted M&A Advisory Panel
Business leaders gathered at Dragonfly Farms to discuss exit strategies and organizational readiness for future transitions.
Updated on Oct. 13, 2026 in Corporate Finance
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The Fractional Network and ACG Orlando recently hosted an M&A advisory panel at Dragonfly Farms in Palm Bay. The event was designed to assist entrepreneurs in the upper Main Street and lower middle market sectors with navigating successful business exits.
Why it matters
The program was organized to help business owners prepare for complex ownership transitions. By addressing valuation and operational readiness, the panel provided strategic insights for those looking to maximize the value of their companies.
Keynote speaker Dena Jalbert has participated in over $3 billion in total transactions. The session focused on metrics relevant to the upper Main Street and lower middle market business sectors.
The players
Dena Jalbert
She is a business professional who has been involved in more than $3 billion in transactions and served as the keynote speaker for the event.
George W. Rosen
He served as a panelist during the event to provide insight on financial and operational considerations.
Bradley Scharfenberg
He served as a panelist offering strategic advice to business leaders on ownership transitions.
Jay Chaudhari
He participated as a panelist to discuss valuation and M&A readiness with attendees.
Kim Shaw
She served as the master of ceremonies for the advisory panel.
The details
The event featured an opening networking session followed by a keynote presentation and a formal panel discussion. Participants, including George W. Rosen, Bradley Scharfenberg, and Jay Chaudhari, examined critical financial, strategic, and operational factors for business owners.
Timeline
The M&A advisory panel took place on October 7, 2026.
Market Dynamics
This event reflects the ongoing trend of increased professionalization and strategic preparation within the lower middle market sector. As firms face ownership transitions, businesses are increasingly seeking formal advisory services to compete with larger consolidated entities.
For business owners in Palm Bay, the event offered actionable frameworks for improving organizational valuation ahead of potential sales. Attendees gained insights into how to better position their companies to attract institutional buyers or facilitate smooth leadership successions.
The takeaway
Successful business exits require long-term planning regarding valuation and operational structure. Entrepreneurs should focus on organizational readiness well before they formally enter the market to ensure favorable transition outcomes.
Further reading
For more information on business transitions, visit the Corporate Finance section.
Source note: This article includes information reported by Space Coast Daily.
Live Poll
Should business owners prioritize exit planning years before an anticipated sale?
