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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 […]

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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

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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

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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 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.

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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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