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Itinerary
RSVP Here- 1 hour
Registration Opens, Coffee & Breakfast
- 30 minutes
Introduction, Vision for the Workshop
- 45 minutes
Secrets to Success & The Current M&A Landscape
- 45 minutes
The Art of the M&A Deal
- 45 minutes
Tax Mitigation & Advanced Estate Planning
- 45 minutes
Lunch
- 45 minutes
Breakout 1a: What's My Business Worth?
- 45 minutes
Breakout 1b: What is a QofE, And Why Do I Need It?
- 45 minutes
Breakout 2b: Preparing Your Runway: A Discussion with Business Owners Preparing for an Exit
- 45 minutes
Breakout 2a: What's My Number?
- 40 minutes
From Entrepreneur to Strategist: What You Need to Know While Considering Your Exit Options
- 30 minutes
Prosperity to Preservation
- 45 minutes
The Anatomy of the Perfect Exit: Putting it all Together
- 5 minutes
Conclusion
- 2 hours
(optional) Group Dinner
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