Optimizing the value of your business, understanding the range of choices for how, or who to transition to, and preparing for your succession, are just some of the fundamental elements that should be part of your business planning today.

Over two days you will learn from experts and connect with peer groups who will offer valuable insights to help you with your transition strategy – whether you’re just beginning to think about it or are well-advanced down the path.

This event will provide you with tactical take-aways in order to help you make smarter decisions in the short term while setting you up for successful transition in the future.

How Can I Increase The Value Of My Business?

Learn strategies to increase and even double the value.

Where Do I Start?

Understand the selling process and build your own roadmap.

Who Can Help Me and How Much Will it Cost?

Learn who should be on an exit team and understand their fees.

How Can I Preserve Wealth After The Sale?

Learn how to structure your company to minimize taxes.

What Are Risks of Family Succession?

Learn approaches to sensitive family business issues

What Is My Company Worth?

Understand what buyers are paying for companies like yours.

How Do I Find Buyers, Confidentially?

Learn how to find the right prospects and market your business under the radar.

What Are Buyers Looking For?

Learn what makes a company attractive and what buyers are most appropriate for your company.

What Do Failed Transitions Have In Common?

Hear from business owners that have gone before you as they reflect on their transactions.