About this Event
Welcome to the Business Owners' Strategy Summit! Join us for a day of learning, networking, and growth at the North Carolina State University Club. This session is designed to help business owners prepare strategically. Participants will learn how to build an investment-grade business, estimate and grow its value, calculate the net proceeds needed to support their lifestyle, and assemble a trusted team of advisors. The program includes insights into advanced estate planning and financial structuring, along with a detailed look at the transaction process—from buyer expectations to due diligence and closing. Attendees will also hear firsthand experiences from owners who have successfully navigated the process, gaining practical knowledge and avoiding common pitfalls.
Agenda
🕑: 04:30 PM - 05:00 PM
Registration Opens
🕑: 05:00 PM - 05:15 PM
Welcome and Introductions
🕑: 05:15 PM - 06:00 PM
Building an Investment-Grade Business & Strategic Planning
Info: What makes a business investment-grade? How to estimate your business value and increase it.
Calculating “Your Number” to support your lifestyle. Advanced estate planning and tax mitigation strategies. Building your M&A team: trusted advisors and their roles. Creating an actionable plan
🕑: 06:00 PM - 06:15 PM
Break
🕑: 06:15 PM - 07:00 PM
The Transaction Journey & Lessons from Successful Sellers
Info: What buyers and investors are looking for. The transaction process: LOI, due diligence, negotiations, closing. Mistakes to avoid during a sale. Life after the sale: personal and financial transitions. Real-world insights from sellers who’ve exited successfully.
Event Venue & Nearby Stays
North Carolina State University Club, 4200 Hillsborough Street, Raleigh, United States
USD 0.00
