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

