Agenda
Registration
7:30am
Networking Breakfast
8:00am
Kick Off & Welcome from Schwab
8:30am
Rick Wurster & JD Dargai
Business Owner Journey
8:40am
Morning Keynote
9:00AM
Reframing Fear: Shifting from Doubt to Decisive Action
Jeff Schiefelbein
In this powerful keynote, Jeff Schiefelbein will challenge the way you think about risk, decision-making, and failure. Learn how to strip emotion from outcomes, embrace uncertainty, and move forward with confidence.
Financial Planning - Panel Discussion
9:45am
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 is going to be enough to fund your retirement? In this session, learn why you need to have a financial plan put together before you even think about selling your business, ultimately ensuring you have enough to retire post-transaction.
Breakout Session 1
10:30am
Building Massive Value in Your Business
Value Building
In this discussion, you’ll learn how to incrementally improve the long term value of your business from an expert panel that has been there, done…
Calling All Visionaries – Make Your Dreams Come True
Value Building
Every great business transition starts with a visionary leader. But sometimes the execution falls short. In this session, we explore the six superpowers that set…
No Regrets: Creating Your New Beginning With A Growth Mindset
Transition Planning
Only one percent (1%) of successful business owners continue to live a life rich with purpose, meaning, and fulfillment after they’ve sold their business. The…
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,…
Breakout Session 2
11:30am
How Scalable is Your Talent: Avoiding People Pitfalls in Your Business
Value Building
In this session you will explore efficiency in talent scalability; oftentimes, effective talent scalability is the determining factor that keeps business owners from having to…
The Journey of the Deal: Understanding the Mergers & Acquisitions Process
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…
Strategic Safeguards: Risk Management for Female Business Owners
Value Building
This session will provide a comprehensive overview of the current landscape for female entrepreneurs in the U.S., emphasizing the critical importance of robust risk management…
The Power of Planning Ahead: Why It Pays to Plan Long Before Your Transition
Panel Discussion
Every business will eventually transition. In this session, learn from a panel of experts about the power of planning ahead and the issues to consider…
Networking Lunch
12:15pm
Main Keynote
1:00PM
Entrepreneurial Journey From Small Business to the Boardroom: A Fireside Chat with Walt Bettinger
Walt Bettinger
From small business founder to Co-Chairman of Charles Schwab, Walt Bettinger shares his entrepreneurial journey, leadership insights, and lessons from scaling one of the world’s largest financial firms with Tom Bronson in an exclusive fireside chat.
Breakout Session 3
2:15pm
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…
Sales – The Engine That Drives Businesses
Value Building
Explore the importance of scaling your business to increase its value before and while planning your exit strategy. Learn to identify key growth area and…
Transition Readiness Assessment Workshop
Panel Discussion
This session is a workshop where you will do a self assessment of your business, based on Mastery Partner’s signature Transition Readiness Assessment. The key…
Your Business, Your Wealth: The Secrets to Personal Planning for a Business Exit
Transition Planning
Equip business owners planning to sell with essential personal financial planning strategies to preserve, grow, and protect their wealth post-sale. Address concerns about liquidity, market…
Afternoon Keynote
3:15PM
You Are Not The Sun:
Designing A Business That Doesn't Revolve Around You
Tom Bronson
Tom tackles the pressing issue of owner dependency highlighting the dangers of businesses overly reliant on their founders, showing how this can stifle growth and prevent successful transitions. Tom offers practical strategies for decentralizing command, strengthening systems, empowering teams, and fostering leadership. Learn how to transform your business into an attractive, self-managing entity that thrives well beyond the tenure of any single leader, setting the stage for exponential growth and a dream exit.
Tales from the 17% Club
4:00pm
Mark King
Mark King 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. Â Â Â
Closing Remarks
4:30pm
The 17% Club Reception
5:00pm
Network & Mingle with Fellow Business Owners
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