You only get one chance to exit your business well. This is the day you prepare for it.
A one-day conference for owners planning to sell, transition, or step away within the next 2–5 years. Leave with a clear roadmap for a successful exit.
Only 20% of businesses brought to market actually sell. Succession™ prepares you to be one of them.
Only about 20% of businesses brought to market actually sell.
Owners spend decades building a business and only months preparing to sell it. By then, the decisions that would have made it more valuable and more transferable are already behind them.
The decisions that determine your outcome are made years before you go to market. Succession™ exists to help you make them — while you still have time.
Why Most Businesses Never Sell
Only about 20% of businesses brought to market actually sell. Learn what separates the ones that close from the ones that stall.
See Your Business Through a Buyer's Eyes
Understand how buyers, lenders, and advisors evaluate a business — what earns a premium, what gets discounted, and what quietly kills deals.
Leave With Your Own Exit Roadmap
Every session maps to a step in preparing for transition. Leave with a practical sequence of decisions to make before you go to market.
"Is my business actually sellable? Am I leaving money on the table? What needs to be fixed before I go to market? What happens after I sell?"
These are the questions Succession™ is built around. Practical clarity — delivered by a coordinated team of advisors who guide owners through this transition every day.
Six stages. One connected roadmap.
A logical progression — from the decision to transition through life after the business. Each session moves you one step further.
- 01
Deciding to Transition
Define what a successful exit looks like for you and the timeline it takes to prepare.
- 02
Preparing the Business
Identify the operational and financial changes that increase transferability and value.
- 03
Protecting Value
Address the legal, insurance, and continuity risks that quietly erode value in due diligence.
- 04
Reducing Risk
Reduce founder dependency and remove the fragility buyers use to justify lower offers.
- 05
Planning the Sale
Understand how deals are structured, financed, and negotiated before you talk to a buyer.
- 06
Life After the Business
Prepare the wealth strategy and personal transition for the years after closing.
Written specifically for owners preparing to exit within 2–5 years.
For owners of established businesses in the $1M–$10M revenue range who want confidence they're making the right decisions before they sell.
- Owners of established businesses ($1M–$10M revenue)
- Founders planning to sell within 2–5 years
- Owners exploring transition for the first time
- Owners already preparing to go to market
- Family-owned businesses planning a handoff
- Owners wanting to know if their business is sellable
- Owners protecting a lifetime of work
- Advisors working alongside transitioning owners
A blueprint, not a lineup of talks.
Morning: strengthening and protecting the business. Afternoon: sale preparation, deal structure, and life after the transaction. Each session builds on the last — you leave with a coherent plan, not a stack of business cards.
- — 01Twelve sequenced sessions
- — 02One coordinated curriculum
- — 03Owner-focused, not sales-driven
- — 04Practical worksheets & materials
- — 05Lunch included
- — 06Small, curated audience
- — 07In-person only
- — 08Closing lakeside social
One coordinated team. One roadmap.
Twelve practitioners — each covering one step of the exit-readiness roadmap. The full lineup will be announced ahead of the conference.
- 01Preparing Your Business for Sale
- 02Team Building Strategy
- 03Operational Efficiency
- 04Revenue Optimization
- 05Risk Mitigation
- 06Business Acquisition Funding
- 07Legacy and Inheritance
- 08Estate Planning
- 09Financial Due Diligence & Tax Strategy
- 10Buy-Sell Agreements
- 11Seller Interview
- 12Wealth Management
Session topics and speaker lineup remain subject to refinement.
Structured to move you from decision to plan.
- 9:00 AMTeam Building Strategy
- 9:30 AMOperational Efficiency
- 10:00 AMRevenue Optimization
- 10:30 AMRisk Mitigation
- 11:00 AMBusiness Acquisition Funding
- 11:30 AMLegacy and Inheritance Keynote
- 12:00 PMLunch
Agenda subject to refinement.
Prepare before it's too late.
Reserve your seat now for early access, introductory pricing, and the preparation window you'll need.
- Advance notice when registration opens
- Access to limited introductory pricing
- Pre-conference materials to start preparing
- Priority seating before general registration
Architecture, light, and a
quiet Florida horizon.
Once associated with IBM's development of the personal computer, BRiC has been reimagined as a major South Florida destination for business, technology, and collaboration.
The day concludes at the Lakeside Patio — a relaxed outdoor setting for continued conversation.
A curated circle of partners.
- Legacy PartnerU.S. Bank
- Strategic PartnerAtlas Financial Advisors
- Venue PartnerBoca Raton Innovation Campus (BRiC)
- Supporting SponsorHeirloom
Sponsorship inquiries are welcome from organizations aligned with the conference audience and mission.
Explore Sponsorship OpportunitiesPrepare before it's too late.
Reserve your seat now for early access, introductory pricing, and the preparation window you'll need.
- Advance notice when registration opens
- Access to limited introductory pricing
- Pre-conference materials to start preparing
- Priority seating before general registration
Answers, before the questions arise.
General
Owners of established businesses (roughly $1M–$10M revenue) who expect to sell, transition, or step away within the next two to five years.
A practical roadmap for preparing your business for sale — what to strengthen, what to protect, how buyers evaluate, how deals are structured, and what to plan for after.
Only about 20% of businesses brought to market actually sell. The ones that do start preparing years in advance.
Every session maps to a step in the exit-readiness journey — a coordinated curriculum, not a lineup of unrelated talks.
No. The content works for owners just beginning to consider transition and those actively preparing for a sale.
Yes, but secondary. The primary purpose is clarity and preparation. A lakeside social closes the day.
Registration
Pre-registration is open. Joining the priority list secures early access, introductory pricing, and updates.
Yes. A limited introductory rate is planned for the earliest registrants. Final pricing will be announced when registration opens.
Access to all sessions, conference materials, lunch, and the closing networking social.
Yes, with advance notice so attendee information can be updated.
Policy to be announced.
No. Succession™ is an in-person experience and will not be livestreamed.