The Business Transition & Succession Planning Summit

Whether you’re planning to scale, step back, or sell, one thing is certain—every business will eventually transition. The question is: will you be ready?

Navigating the future of business ownership requires strategic foresight, timely decision-making, and the right support. This one-day conference brings together business owners, advisors, and succession experts for an in-depth look at the real-world challenges and opportunities of transitioning leadership, ownership, or both.

From family-owned operations to scaling enterprises, this event will offer valuable insights into exit strategies, valuations, governance structures, legal and financial planning, and human dynamics that come with passing the baton.

Whether you’re 2 years or 10 years from a transition, this powerful, one-day event is designed to equip business owners with the tools, knowledge, and strategies to future-proof their business, protect its value, and prepare for the personal and financial realities of moving into the next chapter.
Join us to network with experts and other business owners. Lunch is provided.

Info: Prepare your business for the future. This keynote covers the steps every owner should take now to ensure a smooth transition and maximize value.

No matter the size or stage of your company, one certainty remains: every business will eventually transition – whether it’s a sale, management buyout, or succession plan for your kids. The question is whether you’ll be prepared and will you maximize your exit value.

In this keynote, Terry Mocherniak will draw on real-world experience in building and selling his own business to show why planning your exit isn’t something to leave for “someday.” From the sales process and key value drivers to the hidden costs of poor preparation, you’ll learn practical steps to position your business for a successful transition. So whether you are a small family owned business, a venture backed start-up or a more mature mid-sized business, this session will highlight both the pitfalls and best practices of succession planning.

Info: Enjoy light refreshments and an opportunity to connect with fellow business owners and advisors. Build valuable relationships that extend beyond the event, fostering opportunities for collaboration, knowledge-sharing, and business growth.

Info: Explore the key financial factors that impact business value, tax considerations, and how to get your financial house ready for a sale.

A successful business transition hinges not only on strategic planning but on robust financial
preparedness. In this session, Rosanna Lamanna will share practical tools and insights to help business owners understand, organize, and effectively communicate the financial health of their company to maximize value and minimize risks.

Attendees will gain insights into:

Why financial preparedness matters
How to present financial performance to build buyer confidence
Core financial performance metrics and their importance
Tax planning considerations for an effective exit strategy
The vital role of financial leadership: how a CFO, controller, or advisor can enhance value
throughout the process

Info: Understand deal structures, legal due diligence, and common pitfalls to avoid during ownership transitions.

Successfully transitioning your business requires careful attention to legal factors that can make or break a deal and the transition period following closing. In this session, Jeff Klam provides a practical overview of the key legal considerations every business owner should understand before a sale, succession, or ownership transition:

Differences between asset and share purchases and what they mean for your business
Typical deal structures and how they impact both buyers and sellers
Common due diligence risks and how to prepare for them
The top 10 legal issues to watch for during a transaction
Steps to get your legal house in order for a smooth transition
Attendees will gain a clear understanding of the legal landscape surrounding business transitions and learn how to protect both themselves and their business during this critical stage.

Info: Connect with peers, speakers, and sponsors while enjoying lunch.

Info: In this session, insurance and financial advisor Nima Salehi will share practical strategies to help business owners use life insurance to protect value and secure family outcomes before and after a transition – and, importantly, at life’s end – by creating the liquidity needed to settle deferred capital gains tax.

Discussion topics include:

Why to examine corporate and asset structures?
Key-person protection before the transition
Corporate Ownership and CDA Planning
How to create liquidity that you control?
Estate equalization without fire-sales Legacy design after the exit

Info: Successfully transitioning out of your business is about more than timing the market or finding the right buyer – it’s about ensuring your personal financial future is just as prepared as your business.:

In this session, financial expert Scott Syrja will share advanced strategies to help business owners protect, preserve, and grow their wealth before and after a transition. You’ll gain insight into how to align your business exit with your long-term financial and personal goals.

Discussion topics include:

Owner compensation strategies
Tax planning and capital gains exemption splitting
Wealth management through Holdcos Real Estate and Rental Structuring Liquidity and Legacy Planning

Info: Enjoy light refreshments and an opportunity to connect with fellow business owners and advisors. Build valuable relationships that extend beyond the event, fostering opportunities for collaboration, knowledge-sharing, and business growth.

Info: Learn how to build a business that can thrive without the daily involvement of its founder by developing leadership, systems, and structure that turn vision into sustainable growth.
For many business owners, the same passion and drive that built their company eventually become the barriers that hold it back. When every decision, relationship, and problem-solving effort depends on one person, growth stalls — not because of a lack of ambition, but because the leadership structure hasn’t evolved.

Key discussion points:
Why founder dependency limits scalability, growth, and enterprise value
The critical role of operational structure and accountability in driving sustainable performance
Avoiding the “achievement trap” to hiring and empowering the right people for your stage of growth How scalable systems and transferable leadership increase business valuation and post-sale success

Info: Hear insights from Founders that have successfully exited. Q&A

Know what’s Happening Next — before everyone else does.

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