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How to Become a Magnet to Owners Nearing the Sale of Their Business
Hear from Scott Bushkie speaking on financial advisors spend significant time and money to try and attract and retain business owner clients in the hopes that one day when they sell their business, they will end up with a large lump sum of money to manage. Unfortunately, most financial advisors are using techniques and strategies that are out-of-date and/or simply don't work.
Value Booster Session: The 5-Point Proven Blueprint to boost the value of Your Client’s Business
In this high-energy and illuminating session, Master Coach and globally award-winning business owner Susan Thomson will share the proven blueprint to improving your clients’ new business acquisition rates and increasing their profits dramatically. Susan's strategies are both immediately actionable and come from 25+ years in manufacturing hardgoods success, plus 18 years of working with client companies through ActionCOACH.
Guiding Owners from Reaction to Action: Using Data to Drive Exit Planning Decisions
This webinar presented by Jared Johnson of Capitaliz will demonstrate how to blend behavioral triggers with structured analysis to accelerate owner buy-in, align stakeholder, and drive durable progress with new and existing clients. Leave the session with actionable playbooks for initiating planning conversations, sequencing engagement, and producing outcomes owners can’t ignore.
Landing $10-100MM Exits: Insights from over 200 Owners
Are you ready to unlock the true motivation behind every successful business exit? Micah Brandenburg will deep dive into the heart of what drives lower middle-market business owners ($10-100MM) to finally act on their future. Join us to learn how to ignite your clients' passion for their future, guiding them not just to a transaction, but to a truly legendary exit that honors their life's work and secures their dreams.
Preparing Owners Emotionally for their Big Exit
Lien De Pau will present how to guide clients through the emotional side of exiting, help them let go with confidence, and overcome procrastination. By understanding the human side of exit planning, you’ll be equipped to build trust, align expectations, and lead your clients to a truly big exit. Don’t miss this session if you want to build deeper connections with your clients and help them achieve a meaningful, value-driven exit.
EO Advantage: Unlocking Employee Ownership for Your Clients
Stacey Smith and Zarin Kresge will speak on the looming “Silver Tsunami,” with more than half of U.S. business owners age 55 or older and nearly 2.9 million businesses facing retirement-driven transitions. With only 20% of businesses finding a buyer and fewer than 30% passing to the next generation, over half are at risk of closure. This session will explore employee ownership as a practical, profitable succession strategy that preserves legacy, protects jobs, and helps advisors stand out in a competitive landscape.
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Top 10 Questions to Ask Business Owners about Commercial Real Estate
The webinar presented by Jason Bush offers valuable thought leadership in the exit planning community, focusing on commercial real estate’s (CRE) influence on enterprise value and the integration of exit planning principles into commercial real estate.
The Hidden Risks (and Opportunities) in Certified and Contract Dependent Business Exits
In this session, Meredith Moore, CEPA, Founder and CEO of Artisan Financial Strategies, explores the hidden risks and opportunities that determine whether these businesses build or lose transferable value. She will highlight how certification rules, contract structures, and owner readiness intersect and why early coordination among advisors, lenders, and the owner’s personal wealth strategy is essential.
