6 Breakout sessions
3 Keynote Speakers
the most important content you need in your business delivered in an actionable and effective formatĀ
Agenda
Kick-Off & Welcome
8:30am
Business Transitions Journey
8:40am
Morning Keynote
9:00am
Morning Keynote
Designing Your Life's Best Season Yet
Scott Couchenour
You spent the majority of your life building your business dreams and goals. You've achieved success. Now what? Many people get to this stage without thinking about what comes next. Scott will share his six winning hallmarks of building a strategic plan for your 4th quarter. Chart a course for your 4th quarter that enriches your career, growth, and relationships. Seize the chance to live fully and finish strong.
First Breakout
10:00am
Breaking Free from Owner Dependency
Join us as our leading expert shares the keys to delegating effectively, streamlining operations, and fostering a culture of autonomy within your organization. Learn how…
Making Sense of Business Valuations (Valuation Workshop)
Most business owners don’t understand how businesses are valued ā do you? This session will walk you through how buyers look at businesses, how business…
Second Breakout
11:00am
Assembling Your “Dream Exit Team”
Join us for an engaging panel discussion that sheds light on assembling the perfect team to navigate your business exit successfully. In this session, seasoned…
The Sales Framework for Scaling Your Business and Exponential Growth
In this session, youāll learn the importance of building a growth strategy, why growth is one of the most important factors in business valuation, and…
Networking Lunch
11:45pm
Lunch Keynote
12:30pm
Lunch Keynote
Preparing Your Business to Exit ā 10 Things You Absolutely Must Understand
Tom Bronson
Gain invaluable insights into how buyers assess business value across various scenarios, including intergenerational transfers, partnership or management buyouts, ESOPs, liquidations, and sales to strategic or financial third parties. Understand the unique factors that influence business valuation for each method. Leave equipped with the knowledge and tools to navigate these options effectively, empowering you to make informed decisions about your business's future. Don't miss this opportunity to ensure your business's value is maximized and your exit strategy is solid. Take control of your business's destiny!
Third Breakout
1:30pm
Build Your Business with the Exit in Mind: Value Drivers and Deal Killers
It pays to be prepared before you ever engage a buyer – big time. The amount you walk away with can be significantly higher if…
Understanding Cash Flow and Working Capital
Working capital and cash flow play a critical role in the sale of a business – in fact, if you don’t have good cash flow,…
State of the M&A Market
2:30pm
Join our expert panelists as they provide valuable insights into the current state of the M&A market, offering perspectives on trends, challenges, and opportunities shaping the landscape for business transactions.
Afternoon Keynote
3:00pm
Afternoon Keynote
Journey from Business Owner to Exited Entrepreneur
David Trent
In this compelling keynote, David shares powerful insights and actionable strategies from his 36-year entrepreneurial journey, drawing from his book "Elevate Others: A Guide to Authentic Business Success." Through engaging stories and humor, David illuminates the path from business owner to exited entrepreneur. Attendees will gain valuable perspectives on exit strategy as an integral part of business planning, learning why preparing for transition is crucial for long-term success. Business owners will leave inspired and equipped with thought-provoking questions and tools to help them navigate their own business transitions on their terms, ensuring they're prepared for whatever the future holds.
Tales From the 17% Club
3:45pm
Join David Trent and Tom Bronson for an insightful discussion on what it takes to be part of the elite 17% of business owners who successfully achieve their dream exit. Hear firsthand experiences, practical tips and strategic insights from David as he shares his journey to navigate the path to a successful business transition.
Closing Reception | The 17% Club
4:00pm
Network & Mingle with Fellow Business Owners
Stay in the Loop!
Get summit updates, discount notifications and valuable insights to build the value of your business!