Aligned for What's Next
Schedule
Wed Oct 22 2025 at 08:00 am to 05:00 pm
UTC-04:00Location
Winter Park Events Center | Winter Park, FL

About this Event
Welcome to Aligned for What's Next!
Aligned for What’s Next is a one-day symposium designed for business owners who are exploring growth, investment, or a future exit. Whether you're years from a transition or actively considering your next move, this event will help you prepare - practically, financially, and emotionally.
Through candid conversations, expert insights, and real-world stories from founders who’ve been there, you’ll have the opportunity to network with fellow business owners and gain education and insights for the perspective you need to make confident decisions about what’s next. No sales pitch, just the info you need to grow with purpose, build value, and create a future you’re proud of. Don't miss out on this opportunity to expand your network and take your business to the next level!
Register now and secure your spot. We can't wait to see you there!
Agenda
🕑: 08:00 AM - 09:00 AM
Check In & Welcome Breakfast
🕑: 09:15 AM - 09:30 AM
Opening Remarks (Main Stage)
🕑: 09:30 AM - 10:30 AM
Panel 1: Are You Thinking About Thiking About It? (Main Stage)
Info: An honest look at the factors that prompt owners to consider a business transition, and guidance on how to begin thinking strategically before making a decision. This includes personal planning, such as mindset, timing, and the emotional aspects of letting go (or leveling up). As well as financial planning, including taxation, wealth management, and trust and estate considerations.
🕑: 11:00 AM - 12:00 PM
Panel 2: Understanding Your Value and How to Grow It (Main Stage)
Info: What really drives value in the eyes of buyers and investors? Learn how operations, financials, leadership, and market dynamics factor into valuation, and how to get your business "deal ready" even if you aren’t selling yet.
🕑: 12:00 PM - 12:45 PM
Lunch
🕑: 01:00 PM - 02:00 PM
Panel 3: The Deal Process, Demystified (Main Stage)
Info: From NDA to LOI to close: what happens, who’s involved, why a competitive process gets the best results, and how to protect your interests along the way.
Align shares real-world stories and lessons learned.
🕑: 01:00 PM - 02:00 PM
Breakout 1: The Financial Tune-Up: Getting Your House in Order (Meeting Room)
🕑: 02:15 PM - 03:15 PM
Panel 4: Founder's Journey: Lessons from the Otherside (Main Stage)
Info: Fireside chat with past clients who sold or transitioned their businesses. Discussions of surprises, wins, and regrets.
🕑: 02:15 PM - 03:15 PM
Breakout 2: Planning for Life After the Deal (Meeting Room)
🕑: 03:15 PM - 03:30 PM
Closing Remarks (Main Stage)
🕑: 03:30 PM - 05:00 PM
Cocktail Reception (Rooftop Terrace)
Where is it happening?
Winter Park Events Center, 1050 West Morse Boulevard, Winter Park, United StatesEvent Location & Nearby Stays:
USD 30.00 to USD 35.00
