PL3 Virtual Roundtable Preview - Exit Readiness Starts with Leadership Readiness

Most deals don’t fail because of the numbers - they fail because of the people.

Leadership misalignment, cultural clashes, and inadequate succession planning persistently erode value in PE, M&A, and succession events. Yet these “soft” risks remain some of the hardest for advisors and investors to measure - until now.

On Thursday, July 31 at 1:30 PM CST, the PL3 Team is hosting a 45-minute virtual strategy session to explore how leadership theory paired with predictive performance analytics is making once-invisible leadership and culture risks measurable - before they surface in diligence or impact valuation.

We will be joined by a special guest from mid-market, sell-side M&A to unpack:

• The people metrics buyers are now asking for

• How succession risk is quietly dragging down performance

• Why leadership readiness is becoming an essential exit readiness

• The tools advisors are using to surface misalignment before it derails the deal.

You’ll get insights into metrics, models, and tools that are just starting to appear in boardrooms - but will soon become standard in exit and transition conversations.

If you advise leaders, manage transitions, support exits or drive value creation, this session will deliver clear, data-backed insight into what’s driving outcomes - and what’s quietly stalling them.

Secure your spot for the live session or register to receive the replay - https://us02web.zoom.us/webinar/register/4017484564097/WN_tXp77fiMS0qb25j-Q13bqg

Want more performance insights like this? Join the PL3 Virtual Community - a private, invite-only space where leaders, investors, and advisors speak freely, reflect openly, and grow together.

Will Gladhart is the Chief Marketing Officer at The Culture Think Tank & PL3. His experience includes brand strategy & marketing, content creation, email marketing, and communication outreach.