Itinerary

Thu, Mar 26

7:30 AM - 8:30 AM
1 hour
Registration Opens
7:30 AM - 8:30 AM
1 hour
Complimentary Coffee and Breakfast Snacks
8:30 AM - 9:00 AM
30 minutes
Introduction, Vision for the Workshop
9:00 AM - 9:45 AM
45 minutes
The Current M&A Landscape
9:45 AM - 10:30 AM
45 minutes
The Art of the M&A Deal
10:30 AM - 11:30 AM
1 hour
Lunch
11:30 AM - 12:15 PM
45 minutes
Breakout 1a: What's My Business Worth?
11:30 AM - 12:15 PM
45 minutes
Breakout 1b: What is a QofE, And Why Do I Need It?
12:15 PM - 1:00 PM
45 minutes
Breakout 2b: Leverage Your Runway - Defining Your Right to Win
12:15 PM - 1:00 PM
45 minutes
Breakout 2a: What's My Number?
1:05 PM - 1:45 PM
40 minutes
Tax Mitigation & Advanced Estate Planning
1:45 PM - 2:15 PM
30 minutes
Prosperity to Preservation
2:15 PM - 3:00 PM
45 minutes
The Anatomy of the Perfect Exit: Putting it all Together
3:00 PM - 3:05 PM
5 minutes
Conclusion
3:00 PM - 4:30 PM
1 hour 30 minutes
(optional) Cocktail Hour & Hors D'oeuvres
4:30 PM - 6:30 PM
2 hours
(optional) Group Dinner