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
Jeff Schiefelbein
Financial Planning - Panel Discussion
9:45am
Networking Lunch
12:15pm
Main Keynote
1:00PM
Walt Bettinger
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
Business Transitions Summit Sessions
Schedule to be announced. All sessions will be recorded and provided to attendees after the event.
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