Schedule & Sessions
We are excited to share our EXIT EXPO 2024 session lineup! Please come back to this page as we continue to fill out the day’s events. Please see the Speakers page for our presenters and a brief bio.
Thursday
14
Registration & Networking & Exhibitors
Breakfast / Keynote
Move to breakouts
Morning Breakout 1
ESOPs are one of the most powerful yet least understood exit strategies. This EXIT XPO Session demystifies ESOPs and explains how they’re a strategy with roles for every type of trusted advisor.
A tax, trust and estate planning primer for advisors and their business owner clients
An estate-planning overview for trusted advisors with business owner clients contemplating exit in 12 to 24 months, covering estate and capital gain taxes, charitable giving, titling of assets, power of attorney, and more.
Practical Applications, Ethical Considerations and Future Trends
Gain a comprehensive understanding of the essential AI you need to have as an exit advisor, with practical demonstrations where it can enhance the process, plus ethical considerations and future AI trends to know.
Break
Morning Breakout 2
A Comprehensive Primer for Exit Planning, from Business Valuation to Real Estate Valuation
This EXIT XPO session will walk you through key exit-planning valuation considerations, including valuation of owned real estate assets, and provide effective strategies to deploy valuation as a catalyst to increase business value.
How Supply Chain Improvements x Data Analytics Equals Higher Valuations
Boost business value by leveraging data analytics to optimize your supply chain, enhance EBITDA, and improve exit readiness. Learn strategies to reduce costs, increase cash flow, and attract higher offers in M&A.
Understanding the tools, opportunities, and ways AI can dramatically improve your practice and your clients’ businesses
AI is moving fast. This session gets trusted advisors up to speed. Understand where and how AI can benefit you and your clients. And how to implement AI tools effectively - now.
Break
Morning Breakout 3
Navigating the unique aspects of preparing a franchise business for sale
Selling a franchise is different. This comprehensive overview covers the unique issues advisors don’t normally come across in exit strategy, to help position and guide their franchisee clients to a successful sale.
Translating business valuation into a process for value optimization
Learn how business valuation provides the platform to help owners accelerate and optimize business value by identifying unique value drivers and dingers and formulating a prioritized plan to address them.
How to identify the gaps and build a sales system to increase business value
Exit planning advisors will learn how to diagnose sales infrastructure gaps and implement systems that improve sales performance and increase business value, with practical, actionable steps for creating a sales-optimized organization.
Break
Lunch
Current Economic and Market Indicators, and Implications to Business Owners On the Path to Exit
A real-time, mid-market report on economic and market indicators that matter to business owners so advisors can better understand where the market is going, not where it’s been.
Networking breakouts
Break
Afternoon Breakout 1
A rousing roundtable conversation about the most important thing in M&A
Get your seat at the table and bring your questions for a spirited, high-quality conversation with Stephen Opler, a 3-decades expert on the unique characteristics of buying and selling entrepreneur-owned companies.
How to hone your operations, capture the data-driven story to support it, and improve your sell-side
Operational improvements don’t automatically increase sale value if a buyer can’t see it. Learn how to create an integrated process to operationally and financially improve your business to increase its value.
The Nuts and Bolts to make it a success and why it’s a big win for both advisors and clients
This essential EXIT XPO session covers the real how-to of advisory team collaboration, client engagement, and why it’s the ultimate business-builder for advisors and value-builder for their owner clients.
Break
Afternoon Breakout 2
A real story of ESOP Exit from the business owner’s perspective
Misconceptions about ESOPs abound. Learn the real value, process and unique dynamics of an ESOP exit in this expert interview of an owner who went ESOP and now serves as CEO.
How to simplify one of the most overwhelming aspects of exit preparation
Discover how legal compliance issues can derail business exits. Learn practical, low-cost steps to help clients address these challenges, reduce stress, and stay organized throughout the business life cycle to ensure a smooth exit.
The Nuts and Bolts to make it a success and why it’s a big win for both advisors and clients
This essential EXIT XPO session covers the real how-to of advisory team collaboration, client engagement, and why it’s the ultimate business-builder for advisors and value-builder for their owner clients.
Break
Afternoon Breakout 3
Surprising Use Cases for Small Business Administration Loans
Today’s SBA loans are a lot more flexible, offered by many more lenders, than most business advisors realize. This session covers all the surprisingly attractive ways to put SBA loans in play for exit success.
Addressing the most overlooked and problematic part of cybersecurity risk to private business
Cybersecurity risk is real, and potentially catastrophic, for private business. The biggest factor: human risk. From employees to vendors and partners – learn how people problems affect cybersecurity – and simple strategies to improve them.
The science behind building trust and secrets to captivating any audience
Professional advisors must be excellent communicators. This interactive XPO session will help you transform your communication skills to captivate clients, enhance partnerships, and deliver presentations that move people to action.
Break
Closing
Cocktails and Hors D'oeuvres
Conclude
Chapter Events
Gold Sponsors
Silver Sponsors
