2025 Summit
Driving Growth | Building Value
Location
Houston Country Club,
1 Potomac Dr, Houston, TX 77057
Date
Thursday, February 13th, 2025
Moderators & Panelists
Sean Barnes
Keynote
Intentional Leadership
Gregory Kostiuk
Co-Presenter
Founder/President,
StratEX Sales LLC
Value Growth Path5 Ways to More Profits
Michael Prive
Co-Presenter
CEO,
SLIC - Sales Leadership Impact Consulting LLC
Value Growth Path5 Ways to More Profits
Doug Winnie
Co-Presenter
President ,
ActionCOACH of Central West Houston
Value Growth Path5 Ways to More Profits
Sharon Heaton
Presenter
CEO ,
SBLiftoff
Transfer Path What to Know Before Selling Your Company
Jessica Seff
Presenter
Transfer PathWhat to Know Before Selling Your Company
Daniel Brunello
Presenter
Legacy PathAdvanced Tax Strategies
Steven Kesten
Panelist
Manager ,
BoyarMiller
Transfer PathRiding the Rollercoaster of Selling Your Business
Frank deVay
Panelist
Managing Director,
Chaffe & Associates, Investment Bankers
Transfer PathRiding the Rollercoaster of Selling Your Business
Michael Landers
Panelist
Partner,
UHY LLP
Transfer Path Riding the Rollercoaster of Selling Your Business
David Flint
Lunch Keynote
Clinical Professer,
Texas A&M University, Strategic Planning
Lunch KeynoteThink Beyond Value
Ryan Siefert
Presenter
CEO,
Teric Technology LLC
Value Growth PathHow to Uplift Your Technology: AI, Cybersecurity, Operating Systems
Andrew Walker
Moderator
Vice President, Private Wealth Advisor,
Bernstein Private Wealth
Transfer PathBuilding a Transfer Team: Wealth Advisors and Exit Planners Paving the Way for Your Success, Outsource HR & Finance
John Walker
Panelist
Transfer Path Building a Transfer Team: Wealth Advisors and Exit Planners Paving the Way for Your Success, Outsource HR & Finance
Mason Brady
Panelist
President ,
Brady CFO
Transfer Path Building a Transfer Team: Wealth Advisors and Exit Planners Paving the Way for Your Success, Outsource HR & Finance
Shanna Trenchard
Panelist
Transfer Path Building a Transfer Team: Wealth Advisors and Exit Planners Paving the Way for Your Success, Outsource HR & Finance
Dustin Williamson
Moderator
Managing Director,
vcfo
Legacy Path How Much Is Your Business Worth
Jack Chang
Panelist
Managing Director,
DGP Capital
Legacy Path How Much Is Your Business Worth
Robert Latham
Panelist
IBG Business M&A Advisors
Legacy Path How Much Is Your Business Worth
Erik Konicki
Panelist
Legacy PathHow Much Is Your Business Worth
Daniel Magill
Co-Presenter
CEO/Founder ,
ClearPath Results
Value Growth Path Bringing it All Together: Optimizing Intangibles: Increasing the Value of Your Company Through 90-Day Sprints
Rusty Smith
Co-Presenter
President ,
EOS Worldwide
Value Growth Path Bringing it All Together: Optimizing Intangibles: Increasing the Value of Your Company Through 90-Day Sprints
Chris McCarty
Co-Presenter
EOS Implementer,
Entrepreneurial Operating System (EOS)
Value Growth PathBringing it All Together: Optimizing Intangibles: Increasing the Value of Your Company Through 90-Day Sprints
Amy Holmes
Co-Presenter
Attorney,
Law Office of Amy Holmes, PLLC
Transfer Path Skeletons in the Closet: How Cleaning up Your Company Adds Value
Matthew McFarlane
Co-Presenter
Shareholder,
Quadros Migl & Crosby
Transfer Path Skeletons in the Closet: How Cleaning up Your Company Adds Value
Rich Hall
Presenter
Exit Planning Advisor,
Rich Hall Group
Legacy Path From Passion to Profit: Shaping Your Business Legacy
Nancy Mills
Presenter
Business Transition Advisor,
Lowenberg Consulting Group LLC
Legacy PathFrom Passion to Profit: Shaping Your Business Legacy
Ken Sanginario
Keynote
Closing Keynote Growing Value Versus Growing Revenue
Contact & Connect
Chapter Events
Jan 28, 2025 ⋅ 7:30am - 8:45am (CST)
Feb 13, 2025 ⋅ 7:30am - 6:00pm (CST)
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