Agenda
Registration Opens, Breakfast
8:00am
Kick-Off & Welcome
8:30am
Business Owner Journey
8:40am
State of M&A Market - Panel
9:00am
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.
First Breakout
9:45am
Breaking Free from Owner Dependency
Value Building
Explore why owner dependency harms both your business and your life, limiting growth potential and personal freedom. In this session, he shares strategies that enable…
Understanding the Mergers & Acquisitions Process (The Journey of the Deal)
Transition Planning
Mergers and acquisitions can feel like a black box — but they don’t have to be. In this session, you’ll learn the entire mergers and…
Financial Planning – Why It Pays to Prepare Long Before the Exit
Panel Discussion
Selling your business is a big deal, especially if you’re planning on retiring after the sale. Are you certain the money you’ll walk away with…
Second Breakout
10:45am
Choosing the Right Transition for Your Business: Understanding Your Exit Options
Panel Discussion
Every business on the planet will eventually transition. Do you know which type of transition is right for you and your business? In this panel…
Sales – The Engine That Drives Businesses
Value Building
Explore the importance of scaling your business to increase its value before planning your exit strategy. Learn to identify key growth area and develop a…
Understanding and Minimizing Tax Consequences of a Transaction
Transition Planning
Exiting your business can have profound tax consequences — are you prepared? In this session, you’ll learn the different ways your exit can be structured,…
Lunch
11:30am
Lunch Keynote
What Role Do You Want?
Ali Nasser
Successful entrepreneurs spend years – sometimes decades – building their businesses, yet many struggle when it comes time to transition. What happens after the exit? How do you ensure you don’t regret your decision a year later?
Third Breakout
1:30pm
Assembling Your “Dream Exit Team”
Panel Discussion
Receive advice and wisdom from our expert panelists on assembling the right team to help you navigate your business exit successfully.
Peak Performance Meets Peace of Mind: Navigating Mental Health in Your Business
Value Building
In this session, you’ll learn how to achieve peak business performance without sacrificing mental well-being, especially during transitions like scaling, restructuring, or preparing for an…
Succession Planning to Ensure Continuity (Whether You Sell or Not)
Transition Planning
For most business owners, leaving behind a legacy is one of their biggest goals. Are you sure your business will continue the way you want…
Afternoon Sessions
2:30pm
Afternoon Keynote
The Tale of Two Business Owners
Tom Bronson
Join Tom Bronson as he contrasts the journeys of two business owners to illustrate the profound impact of their choices on business value and exit readiness. This insightful keynote explores crucial decisions in business growth and transition strategies, demonstrating through real-life scenarios how different paths lead to markedly different outcomes. Learn the keys to aligning daily decisions with your ultimate exit goals, ensuring your business strategy sets you up for success.
Tales from the 17% Club
3:15pm
Tom Bronson discusses 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 as he shares his journey to navigate the path to a successful business transition.
Closing Reception | The 17% Club
3:45pm
Network & Mingle with Fellow Business Owners
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