The current state of the economy, and insights on trends & forecasts.
8:35-9:30 AM
The M&A Process, Types of Buyers, Timing, and Team
Walk through a typical exit process, types of Buyers and what your "team" should look like
9:30-10:15 AM
Legal& Tax Matters, including Tax Prep, LCGE, Real Estate
A discussion highlighting the various legal, accounting, and HR considerations that are pivotal for a business owner planning an exit
10:15-10:45 AM
COFFEE BREAK
10:45-11:45 AM
Smart Exits Start Early
How Early Planning, Tax Strategy, and Strong Financials Drive a More Financially Rewarding Exit
11:15- 11:45 AM
Show Me the Money: The Financing Behind the Offer
When a buyer makes you an offer, where’s the money actually coming from?
11:45-12:45 PM
Finish Strong
Finish Strong is packed with all the advice business owners need to successfully sell their business without losing sleep or leaving money on the table
12:45-1:30 PM
LUNCH & Meet The Exit Teams
1:30-2:30 PM
Shark Tank- Real-Life Demo Of An Exit, With Different Buyers, Offers and Terms
P.E. Strategic, and Individual Entrepreneur. On stage, we present a real business for sale, and three different offers are submitted- which one would you choose?
2:30-3:15 PM
Q&A With Two Business Owners Who Recently Exited
An open forum with attendees and a recently exited business owner to gain insights and answers from someone who's experienced it firsthand.
3:15-4:00 PM
Libations & Conversations
EXIT EDGE Summit - in Support of Local Charities
Join an exclusive network of business owners and industry experts at a special summit dedicated to supporting local charities. Take the next step in your business journey today.