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.
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 that.
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’ll explore the six superpowers that set successful visionaries apart—helping you see the future, catalyze change, and rally the right team to bring it to life. Whether you’re preparing for an exit, scaling, or reshaping your leadership…
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 retrench in their businesses. You’ll learn how to set yourself apart by developing a healthy relationship with risk vs growth in your business and therefore, increase your long-term business value.
No Regrets: Creating Your New Beginning With A Growth Mindset
Transition Planning
Only two percent of successful business owners continue to live a life rich with purpose, meaning, and fulfillment after they’ve sold their business.The future of your personal freedom is dependent on your actions today — what’s holding you back from connecting with your future? In this session, learn valuable tools that help ensure your business plan…
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 exit. With a focus on maintaining mental clarity and emotional health, you’ll discover how to navigate the pressures of leadership while prioritizing self-care, ensuring both business success and peace of…
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 develop a clear roadmap that aligns with your long-term goals.
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 acquisitions process for all business sizes, from the creation of a strategy to the closing of the deal.
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, 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.
Your Business, Your Wealth: The Secrets to Personal Planning for a Profitable 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 trust, tax strategies, estate planning, and risk management, while emphasizing the risks of inaction.
