Planning the Exit, Preserving the Legacy: A Business Owner Case Study

EMINAE Roundtable: Planning the Exit, Preserving the Legacy: A Business Owner Case Study

Join us on April 28, 2026, at 12:00 PM at 401 Plymouth Road, Suite 600, Plymouth Meeting, PA, 19462, for an interactive, high-impact Lunch & Learn crafted specifically for business owners and executives. This session moves beyond theory to provide a practical roadmap for maximizing your company’s current value while safeguarding the legacy you have built for the future.

Speaker: , Senior Vice President at Key Private Bank, as our featured speaker. With over 25 years of experience in the financial services industry, Kalimah is a seasoned strategist dedicated to helping business owners and families navigate the complexities of wealth management, estate planning, and business succession.

Based in the Greater Philadelphia area, Kalimah specializes in providing comprehensive, multi-generational solutions. She is known for her ability to simplify intricate financial landscapes, ensuring that business owners can protect their hard-earned assets while building a sustainable roadmap for growth and transition.

Business owners often focus primarily on maximizing sale price, but the most successful transitions occur when advisors help them integrate:
• Access to capital for business growth
• Tax and Estate Planning
• Family governance
• Philanthropy
• Emotional Readiness and purpose beyond the business

Event Details:

• Date: April 28, 2026
• Time: 12:00 PM – 1:30 PM
• Location: 401 Plymouth Road, Suite 600, Plymouth Meeting, PA, 19462,
• Speaker: Kalimah White - Sr. Consulting Director, Business Advisory Services at Key Private Bank

The Eminae Network Round Table is not just any business meeting. It's an exclusive, 'by invite only' gathering that brings together a select group of trusted advisors and business owners. This is your chance to be part of an elite community, sharing your expertise and learning from others on topics related to growing, merging, or exiting a company.

Our distinguished speakers, with their vast experience, offer valuable insights that can be directly applied to your business. They cover topics such as navigating the business landscape, optimizing operations, and maximizing potential for growth and profitability.

The event is structured to encourage collaboration and knowledge sharing. Members and guests, including advisors and CEOs, discuss the challenges business owners face when running a company. This is a unique opportunity to learn from industry experts and share your own industry-specific knowledge.

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Eminae Network is an exclusive, membership-based organization that brings CEOs, investors, and elite trusted advisors together. We focus on advising and educating companies on maximizing the value of their exit or acquisition strategies.

Eminae Network is dedicated to providing long-term strategies for organic or acquisition-based growth, helping forward-thinking businesses build value for a successful exit.

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Host or Publisher Kyle Griffith, CBI - The M&A Alliance