Engage, Educate and Exit:

Join other trusted advisors and business owners for an educational and inspiring opportunity to share firsthand accounts, exchange best practices and learn from other practitioners who are responsible for advising the business owner on issues surrounding their exiting goals.

Special Keynote: Rob Slee’s presentation “In Search of the Midas Touch - competing in a global economy — how to create value in anticipation of the next liquidity/M&A period.” Each attendee will receive a hard cover and CD version of Rob’s new book Midas Marketing.

During the daylong conference, you will hear from Rob and Kevin Mulvaney as the keynote speakers. Kevin is President of Strategic Advisors Group, a specialty consulting firm which advises CEOs and business owners facing important strategic challenges and M&A decisions. Both Rob and Kevin have extensive experience with exiting owners in the small and medium business space.

During the balance of the day, participants may attend up to three of nine break-out sessions presented by experts in their field, selected for the relevance to the exit planning field, which will cover a variety of timely topics.

Attendees will walk away with

* Concrete ways to engage the business owner in exit planning
* Tools and techniques for assessing and valuing private businesses
* Comprehensive understanding of exit planning
* Network of trusted advisors engaged in the exit planning industry

Who should attend?

Professionals engaged in advising the private business owner and their clients. Last year’s attendees included financial planning advisors, accountants, corporate and estate planning attorneys, investments bankers, management consultants, marketing and public relations professionals, tax and insurance advisors, investors and entrepreneurs.