Agenda & Sessions

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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 
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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…

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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,…

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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…

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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…

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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…

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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…

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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…

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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.

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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…

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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…

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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…

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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,…

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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…

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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…

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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…

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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…

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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

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…

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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 »

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 »

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: 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 »

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 »

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 »

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…

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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 »

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 »