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.
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

🕑: 01:00 PM - 01:15 PM
Welcome & Opening Remarks
Host: Dena Jalbert
🕑: 01:15 PM - 02:15 PM
Panel 1 - Valuation Reality Check: What Your Buisness Is Actually Worth

Info: A grounded look at how lower-middle-market companies are actually valued — and why a seller’s expectation and a buyer’s offer so often diverge. Panelists unpack which EBITDA adjustments hold up under diligence, the role quality of earnings plays, and why headline “market comps” can set false expectations.

🕑: 02:15 PM - 02:30 PM
Networking Break

Info: Coffee, tea & light refreshments provided

🕑: 02:30 PM - 03:30 PM
Panel 2 - Deal Maker & Deal Breakers

Info: What actually causes a deal to fall apart — and what keeps it alive. This panel walks through the most common deal killers in lower-middle-market transactions, the legal, financial, and emotional landmines along the way, and real stories of deals that nearly collapsed before reaching the finish line.

🕑: 03:30 PM - 03:45 PM
Networking Break

Info: Coffee, tea & light refreshments provided

🕑: 03:45 PM - 04:50 PM
Fireside Chat - Letting Go: The Founder's Journey Through an Exit

Info: An intimate, conversational session with owners who have been through the process firsthand. Rather than a formal panel, this fireside chat explores the personal side of an exit — why letting go is hard even when the numbers make sense, the identity shift that follows a sale, the choice to stay or step away, and the family dynamics that come with it.

🕑: 04:50 PM - 05:00 PM
Closing Remarks
Host: Dena Jalbert
🕑: 05:00 PM - 06:00 PM
Happy Hour & Networking Reception

Info: Drinks & canapes provided