Future-Proofing Your Business: A Strategic Succession Planning Event

A co-hosted event with COMPEL CEOs, EPI (NY) & Moritt Hoch, this dynamic morning seminar will provide attendees with tangible strategies, expert insights, and actionable tools to navigate succession planning with confidence and clarity. Hear from best-selling author Thomas Deans and a panel of industry experts in Accounting, Exit Planning, Financial Services & Executive Consulting.

💡 Key Takeaways:

✔ Avoid Common Pitfalls – Learn from real-world examples of succession plans that worked—and those that didn’t.
✔ Maximize Business Value – Discover strategies to increase the worth of your business before a transition.
✔ Navigate Family & Leadership Dynamics – Gain tools to manage the personal and professional challenges of succession.
✔ Expert Legal, Financial & Operational Insights – Our panelists will share the essential steps to a smooth transition.
✔ Networking Like-Minded Business Leaders – Meet other business owners, executives, and advisors invested in long-term success.

With a powerful lineup of experts, practical takeaways, and high-value networking, this is the must-attend event for anyone thinking about succession—whether it's happening soon or years down the road.

For business owners, a well-planned exit is just as critical as a strong launch. Whether you're planning to sell, pass the business to the next generation, or transition leadership, strategic succession planning is key to maximizing value and ensuring a smooth transition.

This expert-led discussion will dive into:
🔹 Financial, Legal & Strategic Considerations – The must-know factors for structuring a successful exit.
🔹 Sell Smart – Insider insights on timing, valuation, and negotiation for a lucrative business sale.
🔹 Cash Out with Confidence – How to position your business for maximum return while avoiding common pitfalls.
🔹 From Ownership to Exit – Step-by-step planning for a seamless transition, whether through M&A, private equity, or internal succession.

Attendees will leave with a clear roadmap to confidently navigate their business transition—whether selling, stepping back, or preparing for the future.

BOGO deal available until 4/16 @ 8:30am. Buy one, get one free!!!

Normal ticket price of $75 will commence on 4/16.

Info: Bestselling author and intergenerational wealth transfer expert, Thomas Deans, will deliver a powerful keynote on the critical role of communication and strategic planning in successful business transitions. Drawing from real-world experience and proven strategies, he’ll reveal how business owners can build lasting legacies by preparing their companies—and their successors—for a seamless and profitable exit. Amongst his publications include "Every Family's Business", "Willing Wisdom" and "The Happy Inheritor".

Info: Moderated by Kravietz, this panel will feature insights from industry experts including:
✅ Dennis O’Rourke (Moritt Hoch) – Legal considerations in succession planning
✅ Joe Perry (Marcum) – Financial and tax strategies for a successful transition
✅ Gary Kane (Corporate Fuel) – Business valuation and funding options for succession
✅ Fig Annunziato (COMPEL CEOs & ClaimFox) – Leadership transitions and organizational continuity.

Host or Publisher COMPEL CEOs