The Intentional Exit: Preparing Your Business—& Yourself—For What's Next

Join us for an in-person event where we'll dive into the wild ride of business transitions. 80% of businesses don't sell; time and leverage can be on your side to prepare well ahead of time.

We'll explore how to make the shift smooth and turn change into an opportunity before you get there.

Hear from an M&A advisor and a fractional CFO, a legacy financial planner who can help you capitalize on tax benefits during the transition, and a fractional transition COO to prepare your strategies to increase the valuation of your business.

Join a strategic cohort of leaders who are preparing for their next chapter during this half-day summit.

There are only 25 seats available. Secure your spot now.

What you'll gain from the day:

• An actionable framework to develop your exit strategy with industry experts.
• Networking opportunities and a Slack channel to continue to seek advice and counsel from other attendees post-conference.
• Confidence to navigate your next steps and maximize the time before your business—and life—transition.

Info: Arrive and check in at 11 for lunch, networking, and a quick overview of the day. Then you'll hear from each speaker about key areas for preparing your business, life, and team for transition. Finally, we'll wrap up with a panel Q&A and an interactive worksheet, so you leave with an actionable framework ready to engage.

Event Venue & Nearby Stays

2050 Lone Oak Rd, 2050 Lone Oak Road, New Braunfels, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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