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Business Transition: From Value Building to Exit Strategies

August 19 @ 8:30 am - 11:00 am
If you plan to sell your business at any point, whether it’s soon or decades from now, this four-part private webinar series provides the essential knowledge every business owner needs before putting their company on the market. Participants will discover the full range of exit strategies available, from traditional sales to employee buyouts to family transitions, and learn the critical steps to maximize business value and ensure a smooth transition.
 
This series is specifically designed to prepare and equip business owners with the options to make informed, confident decisions regarding one of the most significant financial and emotional transitions they may encounter in their lifetime.
 
Participants will also have the opportunity to ask our series’ experts candid questions and get real answers—while remaining completely anonymous.

Why You Shouldn’t Wait to Plan Your Exit

  • Stay in control by understanding your options before you’re forced to act.
  • Protect your business, which is likely your largest asset, while learning to grow it and exit on your terms.
  • Learn how to avoid costly mistakes by gaining insight from experienced advisors on valuation, timing, and deal structure.
  • Discover the steps successful owners take years in advance to intentionally build value and better exit outcomes.

Series Dates:

August 19: Session 1 – The Exit Landscape & Buyer Reality
September 2: Session 2 – Owner Readiness (Personal, Emotional, Financial)
September 16: Session 3 – Business Readiness & Value Creation
September 30: Session 4 – Deal Execution & Post‑Sale Wealth

8:30 am – 11:00 am: Anonymous Zoom Webinar

Our 2026 speakers

Brett Filush, CPA

Shareholder, Tax and Accounting

H&S Companies

Charles Kroll, CPA

Managing Director

Pilot Hill Advisors

Dan Poortenga

Vice President

National Christian Foundation

Derrick McIver

Founder & Managing Partner

Sleeping Giant Capital

Erik Olson, CPA, CVA

Tax & Advisory Services Partner

EHTC

Jessica Collete, CEPA

Founder & CEO

Float Above Ventures

Jessica Starks, CEPA, CBI

Exit Strategist

Transworld Business Advisors | Exit Factor

Mike Young, CPA

Tax & Advisory Services Partner

EHTC

Mya Stone, CEPA, SHRM-SCP

Founder & Managing Partner

Stone Capital Partners

Nevin Groce

Principal

ROCG Americas

Nick Adamy, ASA

Managing Director

Adamy Valuation

Ronen Shefer

CEO & Managing Partner

ROCG Americas

Ryan McCaslin, CPA, CIA, CEPA

Transaction Advisory Services Partner

EHTC

Sarah A. Harper

Partner

Warner, Norcross + Judd, LLP

Scott Cousino, CFP, CEPA

Founder & President

Legacy Capital Planners

Event Sponsors

Chamber Champion

Cost

Members:
$500

Non-Members:
$550

DETAILS

Date & Time:

August 19 @ 8:30 am - 11:00 am

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