Whether you’re planning to scale, step back, or sell, one thing is certain—every business will eventually transition. The question is: will you be ready?
Navigating the future of business ownership requires strategic foresight, timely decision-making, and the right support. This one-day conference brings together business owners, advisors, and succession experts for an in-depth look at the real-world challenges and opportunities of transitioning leadership, ownership, or both.
From family-owned operations to scaling enterprises, this event will offer valuable insights into exit strategies, valuations, governance structures, legal and financial planning, and human dynamics that come with passing the baton.
Whether you’re 2 years or 10 years from a transition, this powerful, one-day event is designed to equip business owners with the tools, knowledge, and strategies to future-proof their business, protect its value, and prepare for the personal and financial realities of moving into the next chapter.
Event Schedule
8:30 AM – Registration & Networking
9:00 AM – Welcome Address
9:10 AM – Keynote Speaker – Terry Mocherniak, Apex Capital Advisors
10:00 AM – Coffee Break
10:15 AM – Financial Considerations – Rosanna Lamanna, Fuller Landau
11:00 AM – Legal Considerations – Jeff Klam, Caravel Law
11:45 AM – Lunch & Networking (Lunch is Provided)
12:30 PM – Insurance That Finishes the Job: How Life Insurance Powers a Clean, Confident Business Transition – Nima Salehi, Valid Insurance Services Inc.
1:15 PM – Beyond the Exit – Building Wealth that Lasts – Scott Syrja, IG Private Wealth Management, Syrja & Associates
2:00 PM – Coffee Break
2:15 PM – Scaling Beyond the Founder: Why Vision Alone Won’t Grow Your Business – John Scheel and Garry Wood, Stone Management Partners
3:00 PM – Panel Discussion and Closing Remarks
3:45 PM – Program Ends & Networking
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THANK YOU TO OUR SPONSORS
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