Name:
Business Owner Strategy Summit
Date:
October 28, 2025
Time:
1:00 PM - 6:00 PM EDT
Event Description:
Business Owner Strategy Summit
Miami, FL Tuesday
October 28th, 2025 | 1 :00pm – 6 :00pm
Miami, FL Tuesday
October 28th, 2025 | 1 :00pm – 6 :00pm
A collection of M&A specialists, together with a select group of privately- held business owners, in an interactive, roll-up-your-sleeves environment designed to help owners prepare for and realize maximum value of a full or partial exit of their business.
Guests Will:
- Learn how to estimate the valuation of your business and understand what is affecting current valuations.
- Navigate advanced estate planning and tax mitigation strategies to help maximize an owner’s net proceeds from the sale.
- Navigate current tax policy and how it will affect an owner’s net proceeds—and what one can do about it.
- Calculate “the number” an owner would need to net from a sale in order to help maintain or achieve their desired lifestyle.
- Develop an actionable exit plan and an experienced M&A team to support a successful exit.
Cocktail Reception & Dinner 6 p.m. to follow.
