Agenda & Sessions

“Your Baby’s Ugly” challenges business owners to reassess their attachment to their businesses and recognize the importance of creating an attractive asset rather than a personal project. Author, Justin Goodbread shares invaluable insights on nurturing your company for better transferability, longevity, and increased appraisal value. Discover the key areas that drive up business value, the…

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…

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…

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 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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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.

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…

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…

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…

Get ready for an enlightening conversation between Dr. Benjamin Hardy and Tom Bronson at the Business Transitions Summit! They’ll delve into the realm of Rapid Transformation, Dr. Hardy’s groundbreaking new book coming out soon, offering invaluable insights and practical strategies for entrepreneurs and business owners. From unlocking your full potential to leveling up your business,…

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.

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…

Join Mitch Felderhoff 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. Gain invaluable insights, practical strategies, and firsthand experiences from these industry experts as they share their journey and tips for navigating the path to a…

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,…

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…

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…

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.

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.

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…