16+ Breakout sessions
3 Keynote Speakers
the most important content you need in your business delivered in an actionable and effective format
Agenda
Morning Keynote
The Business Owner's Dilemma with Ali Nasser
First Breakout
Understanding the Merger & Acquisition Process (Main Street)
Transition Strategy
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…
Understanding the Merger & Acquisition Process (Middle Market)
Transition Strategy
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…
Understanding the Tax Consequences of a Transaction
Transition Strategy
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,…
Why It Pays to Document Your Processes Now
Value Acceleration
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…
Second Breakout
Choosing the Right Transition for Your Business: Understanding Your Exit Options
Transition Strategy
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…
Founder to Platform
Value Acceleration
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…
Preparing Your Business to Exit — 10 Things You Absolutely Must Understand
Value Acceleration
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…
Succession Planning to Ensure Continuity (Whether You Sell or Not)
Value Acceleration
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…
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.
Third Breakout
Get Your Skeletons Out of the Closet — Why It Pays to Do Pre-Sale Due Diligence
Transition Strategy
It pays to be prepared before you ever engage a buyer — big time. The amount you walk away with can be significantly higher if…
Making Sense of Business Valuations
Transition Strategy
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…
Surviving the Storm: Business Continuity Strategies for Unforeseen Events
Transition Strategy, Value Acceleration
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…
Understanding Cash Flow and Working Capital
Value Acceleration
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,…
Fourth Breakout
Developing and Using KPIs to Maximize Business Value
Value Acceleration
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…
Financial Planning — Why it Pays to Prepare Long Before the Exit
Transition Strategy
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…
Growth: Scaling to Exit (or Should I Grow or Sell?)
Value Acceleration
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…
Using A Business Operating System: EOS for Business Transitions
Value Acceleration
A business operating system is the way you do business — the processes you follow in all areas of the business. Improvements to these processes…
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
Afternoon Keynote: Justin Goodbread
“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…
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…
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…
Breaking Free from Owner Dependency
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…
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…
Build Your Business with the Exit in Mind: Value Drivers and Deal Killers
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…
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…
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…
Choosing the Right Transition for Your Business: Understanding Your Exit Options
Transition Strategy
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…
Designing Your Life’s Best Season Yet
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…
Developing and Using KPIs to Maximize Business Value
Value Acceleration
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…
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…
Financial Planning — Why it Pays to Prepare Long Before the Exit
Transition Strategy
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…
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…
Founder to Platform
Value Acceleration
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.
Get Your Skeletons Out of the Closet — Why It Pays to Do Pre-Sale Due Diligence
Transition Strategy
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…
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…
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…
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…
Growth: Scaling to Exit (or Should I Grow or Sell?)
Value Acceleration
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.
Guarding Against Business Breakups: Implementing Corporate Prenups for a Smooth Business Divorce
Transition Strategy
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…
Journey from Business Owner to Exited Entrepreneur
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…
Making Sense of Business Valuations
Transition Strategy
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.
Making Sense of Business Valuations (Valuation Workshop)
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.
Morning Keynote: Scott Couchenour
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…
Preparing Your Business to Exit — 10 Things You Absolutely Must Understand
Value Acceleration
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.
Preparing Your Business to Exit — 10 Things You Absolutely Must Understand
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
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…
Rapid Transformation:The Psychology of Exponential Growth & Achievement
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,…
Succession Planning to Ensure Continuity (Whether You Sell or Not)
Value Acceleration
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.
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.
Surviving the Storm: Business Continuity Strategies for Unforeseen Events
Transition Strategy, Value Acceleration
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…
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…
Tales From the 17% Club
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: 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,…
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…
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…
The Sales Framework for Scaling Your Business and Exponential Growth
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.
Understanding Cash Flow and Working Capital
Value Acceleration
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.
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.
Understanding the Merger & Acquisition Process (Main Street)
Transition Strategy
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.)
Understanding the Merger & Acquisition Process (Middle Market)
Transition Strategy
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…
Understanding the Tax Consequences of a Transaction
Transition Strategy
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.
Using A Business Operating System: EOS for Business Transitions
Value Acceleration
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…
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…
Why It Pays to Document Your Processes Now
Value Acceleration
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…