Agenda & Sessions

https://businesstransitionssummit.com/wp-content/uploads/2022/12/cropped-BTS-Icon.png
16+ Breakout sessions

3 Keynote Speakers

the most important content you need in your business delivered in an actionable and effective format 

Agenda

Ali-nasser-1367x2048

Morning Keynote

The Business Owner's Dilemma with Ali Nasser
Take Control of the Mental Chatter, Clarify Your Ideal Future, and Enjoy the Success You've Earned 
Watch the Replay »

First Breakout

Understanding the Merger & Acquisition Process (Main Street)

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…

Watch the Replay »

Understanding the Merger & Acquisition Process (Middle Market)

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…

Watch the Replay »

Understanding the Tax Consequences of a Transaction

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,…

Watch the Replay »

Why It Pays to Document Your Processes Now

If your business is heavily dependent on you for day-to-day operations, you’re going to struggle to sell. What buyer wants a business that might fall…

Watch the Replay »

Second Breakout

Choosing the Right Transition for Your Business: Understanding Your Exit Options

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…

Watch the Replay »

Founder to Platform

Just because a business is well-run does not mean that it is scalable. Financial buyers are looking for businesses that can be a platform business…

Watch the Replay »

Preparing Your Business to Exit — 10 Things You Absolutely Must Understand

Preparing a business for sale is a massive undertaking, but there are a few things that matter more than anything else. In this session, you’ll…

Watch the Replay »

Succession Planning to Ensure Continuity (Whether You Sell or Not)

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…

Watch the Replay »

Business Transitions Summit-5937

Lunch Keynote

Fireside Chat with Daymond John

You’ll learn the secrets behind the most successful brands in the world, see the problems they ran into, and find out exactly how keynote speaker Daymond John helped them to solve those problems and thrive.

Watch the Replay »

Third Breakout

Get Your Skeletons Out of the Closet — Why It Pays to Do Pre-Sale Due Diligence

It pays to be prepared before you ever engage a buyer — big time. The amount you walk away with can be significantly higher if…

Watch the Replay »

Making Sense of Business Valuations

Most business owners don’t understand how businesses are valued — do you? This session will walk you through how buyers look at businesses, how business…

Watch the Replay »

Surviving the Storm: Business Continuity Strategies for Unforeseen Events

Join us for an interactive breakout session as we explore the potential risks that could impact your business in the event of unexpected events such…

Watch the Replay »

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,…

Watch the Replay »

Fourth Breakout

Developing and Using KPIs to Maximize Business Value

When a buyer is evaluating your business, they’re going to be looking at your key performance indicators (KPIs) to understand the true value of your…

Watch the Replay »

Financial Planning — Why it Pays to Prepare Long Before the Exit

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…

Watch the Replay »

Growth: Scaling to Exit (or Should I Grow or Sell?)

In this session, you’ll learn the importance of building a growth strategy, why growth is one of the most important factors in business valuation, and…

Watch the Replay »

Using A Business Operating System: EOS for Business Transitions

A business operating system is the way you do business — the processes you follow in all areas of the business. Improvements to these processes…

Watch the Replay »

tombronson

Afternoon Keynote

Maximize Business Value with Tom Bronson
Business Transitions Summit-7040

Closing Panel

The 17% Club with Tom Bronson, Mike Cantrell & Bill Almquist

Business Transitions Summit Sessions

Schedule to be announced. All sessions will be recorded and provided to attendees after the event.

  • All
  • Transition Strategy
  • Value Acceleration

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 experts will share their invaluable advice and firsthand experiences on the types of professionals you need in your corner. Whether it’s legal, financial, or strategic guidance, our panelists will provide…

Read More »

Breaking Free from Owner Dependency

Join us as two leading experts share the keys to delegating effectively, streamlining operations, and fostering a culture of autonomy within your organization. Learn how to build systems and processes that enable your business to thrive without constant oversight, allowing you to focus on long-term growth and strategic initiatives. Don’t miss this opportunity to break…

Read More »

Build Your Business with the Exit in Mind: Value Drivers and Deal Killers

Join us for a panel discussion delving into essential steps and strategies to prepare your business for a successful transition. Our expert panelists will provide insights on what will add value to your business and what will kills deals. Learn how to identify potential roadblocks and turn them into opportunities for a seamless exit, whether…

Read More »

Choosing the Right Transition for Your Business: Understanding Your Exit Options

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 discussion, you’ll learn in precise detail the various types of exits, including ESOP, family transition, sale to a strategic buyer, sale to a private equity buyer, sale to a venture…

Read More »

Developing and Using KPIs to Maximize Business Value

When a buyer is evaluating your business, they’re going to be looking at your key performance indicators (KPIs) to understand the true value of your business. Do you know what they are? In this session, you’ll learn some of the most important KPIs to track, how to use them to maximize your business’s value, and…

Read More »

EOS: Framework for Business Success

The Entrepreneurial Operating System (EOS) program is where business success meets systematic simplicity. EOS is a comprehensive set of tools and processes designed to help entrepreneurs and leadership teams achieve their vision, gain traction, and build a healthy, cohesive organization. Participants will gain a deep understanding of each component and how they interconnect to create…

Read More »

Financial Planning — Why it Pays to Prepare Long Before the Exit

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, you’ll learn why you need to have a financial plan put together before you even think about selling…

Read More »

Five Financial Planning Mistakes That Could Ruin a Business Owner’s Retirement

One of the central challenges business owners face is the need to navigate the complex landscape of financial planning to ensure a secure retirement. Many entrepreneurs, while experts in their respective fields, often need help securing their financial future. These mistakes include insufficient retirement savings, failing to diversify investments, and not maintaining clear distinctions between…

Read More »

Founder to Platform

Just because a business is well-run does not mean that it is scalable. Financial buyers are looking for businesses that can be a platform business and scale quickly. In this session, you’ll walk through how to take a good business and turn it into a platform that will attract financial investors.

Read More »

Get Your Skeletons Out of the Closet — Why It Pays to Do Pre-Sale Due Diligence

It pays to be prepared before you ever engage a buyer — big time. The amount you walk away with can be significantly higher if you fix issues before a buyer ever comes along. In this session, you’ll learn how to identify the things a buyer is going to be looking for in a transaction…

Read More »

Growth By Acquisition: What You Need To Know Before Buying A Business

Join us for a dynamic session where we’ll share invaluable insights for business owners considering growth through acquisition. Our expert panel will cover key factors to consider, from identifying ideal acquisition targets to navigating due diligence and integration processes seamlessly. Learn from seasoned professionals about potential pitfalls to avoid and how to strategically approach your…

Read More »

Growth: Scaling to Exit (or Should I Grow or Sell?)

In this session, you’ll learn the importance of building a growth strategy, why growth is one of the most important factors in business valuation, and the many ways in which the right growth strategy will improve your business right now.

Read More »

Guarding Against Business Breakups: Implementing Corporate Prenups for a Smooth Business Divorce

In this engaging discussion, we’ll explore the importance of having a solid business pre-nup in place to safeguard your interests and relationships in the event of a business “divorce.” Whether you’re in a partnership with family, friends, or colleagues, navigating potential conflicts and protecting your business’s future requires careful planning. Our expert speakers will share…

Read More »

Making Sense of Business Valuations

Most business owners don’t understand how businesses are valued — do you? This session will walk you through how buyers look at businesses, how business valuations really work, and what, specifically, you need to be paying attention to in your business to increase its value.

Read More »

Preparing Your Business to Exit — 10 Things You Absolutely Must Understand

Preparing a business for sale is a massive undertaking, but there are a few things that matter more than anything else. In this session, you’ll learn the top 10 things that you need to do to prepare your business for a successful exit.

Read More »

Protecting Your Legacy: Planning for your Retirement and Beyond

Protecting Your Legacy: Planning for Your Retirement and Beyond” is a crucial session focused on ensuring a secure future for you and your business. Join us as we explore strategies for retirement planning, wealth preservation, and succession. Learn how to safeguard your hard-earned legacy and navigate the complexities of transitioning out of your business. Gain…

Read More »

Succession Planning to Ensure Continuity (Whether You Sell or Not)

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 it to? In this session, you’ll learn how to ensure continuity in your business and plan out succession intelligently and effectively.

Read More »

Surviving the Storm: Business Continuity Strategies for Unforeseen Events

Join us for an interactive breakout session as we explore the potential risks that could impact your business in the event of unexpected events such as sudden death, disability, or partner departure. Learn practical strategies and best practices to safeguard your business and ensure its continuity even in the midst of challenging circumstances. Don’t let…

Read More »

Taking (Some) Chips Off The Table: Exploring Liquidity Options

Don’t miss our session where expert presenters explore a range of exit options, including ESOPs, private equity, and more, offering insights to enhance business owner financial security and flexibility. Whether selling, passing the torch, or seeking investment, understanding these alternatives is crucial for informed decisions about your business’s future. Gain invaluable insights into maximizing your…

Read More »

Tax Planning Basics: It Pays to Plan in Advance!

Tax Planning Basics: Maximizing Your Business’s Financial Efficiency is a comprehensive session designed to demystify the world of taxes for business owners. Our expert presenter, Ryan Gardner, will break down the fundamental principles of tax planning, guiding you through strategies to minimize your tax liability legally and efficiently. You’ll gain insights into tax-saving opportunities, deductions,…

Read More »

The 17% Club

Tom Bronson, author of Maximize Business Value: Begin with the Exit in Mind and The Maximize Business Value Playbook will share the 10 most powerful things you can do right now to dramatically increase the value of your business and become one of the 17% of owners to transition on your own terms. Register Now…

Read More »

The Sales Framework for Scaling Your Business and Exponential Growth

In this session, we will dive deep into a crucial topic: scaling and setting the stage for a successful business exit. It’s not just about growing your business for the sake of it. Instead, it’s about innovative and strategic growth that can supercharge your business’s capabilities, reach, profitability, AND value. Our expert speakers will be…

Read More »

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, you’ll struggle to sell. In this session, you’ll learn how to build a strong working capital model and how working capital and cash flow impact the value of your business.

Read More »

Understanding the Merger & Acquisition Process (Main Street)

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 acquisitions process for smaller businesses, from the creation of a strategy to the closing of the deal. (This session is for businesses with annual earnings of less than $2 million.)

Read More »

Understanding the Merger & Acquisition Process (Middle Market)

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 acquisitions process for a medium-sized business, from the creation of a strategy to the closing of the deal. (This session is for businesses with annual earnings of more than $2…

Read More »

Understanding the Tax Consequences of a Transaction

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, the tax consequences of each type of structure, and why it’s so critical to pay attention to the structure of your business long before you start looking for a buyer.

Read More »

Using A Business Operating System: EOS for Business Transitions

A business operating system is the way you do business — the processes you follow in all areas of the business. Improvements to these processes can have an enormous impact on your business’s value. In this session, you’ll learn about the Entrepreneurial Operating System, that will skyrocket your business’s value and ultimately improve your sale…

Read More »

Vision Value Model™: Marketing to Maximize Business Value

In this session attendees will learn the Vision Value Model; a framework that business owners can use to completely revolutionize their marketing and their business as a whole. The framework helps owners: Business owners who apply the Vision Value Model to their businesses see results immediately. During Randi and Heather’s presentation, they’ll outline the Vision…

Read More »

Why It Pays to Document Your Processes Now

If your business is heavily dependent on you for day-to-day operations, you’re going to struggle to sell. What buyer wants a business that might fall apart as soon as the owner leaves? In this session, you’ll learn how to document the most important processes in your business. This helps you create redundancy in your business…

Read More »

Don't Miss the Business Owner Event of 2024

Get Updates & Exit Planning Education

00
Months
00
Days
00
Hours
00
Minutes
00
Seconds