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This exclusive event is designed to help business owners navigate the key steps involved in preparing for and executing a successful exit.About this Event
We are pleased to formally invite you to the Business Transition Seminar, hosted by Sunbelt Business Advisors.
This exclusive event is designed to help business owners navigate the key steps involved in preparing for and executing a successful exit.
Event Details:
- Date: Thursday, October 23, 2025
- Time: 7:30 AM – 12:30 PM
- Location: Courtyard Marriott Cincinnati Midtown/Rookwood
- Meals: Buffet breakfast and snacks included.
Agenda Highlights:
- Panel 1 – Insights From Business Owners Who Have Successfully Exited
- Panel 2 – Assembling Your Financial Team
- Panel 3 – Building Your Advisory Team
- Panel 4 – Alternative Exit Options: ESOPs and Worker-Owned Co-op Opportunities
Each panel will feature trusted professionals and real-world advice:
- Bricker Graydon
- Dean Dorton
- Wealth Dimensions
- Huntington Bank
Agenda
🕑: 07:30 AM - 08:00 AM
Breakfast and Registration
🕑: 08:05 AM - 09:05 AM
Panel 1: Insights From Business Owners Who Have Successfully Exited
🕑: 09:10 AM - 10:10 AM
Panel 2 – Assembling Your Financial Team
🕑: 10:25 AM - 11:25 AM
Panel 3 – Building Your Advisory Team
🕑: 11:30 AM - 12:30 PM
Panel 4 – Alternative Exit Options: ESOPs and Worker-Owned Co-op Opportunities
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Event Venue & Nearby Stays
Courtyard Cincinnati Midtown/Rookwood, 3813 Edwards Road, Cincinnati, United States
Tickets
USD 0.00
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