Team Building & Leadership
Build a team that runs things without you.
For Business Owners · Feb 4, 2027 · Boca Raton
Prepare for what comes next.
One day to grow what your business is worth, plan your exit, and keep more of what you built.
Date
Feb 4, 2027February 4, 2027
Location
Boca Raton, Florida
For
$1M–$10M Businesses
Pre-Registration Now OpenSave Your Seat
See what you’ll learnWhy Now
The earlier you plan, the more options you have.
You spent years building your business. Most owners start planning only when a buyer, a health scare, or retirement forces the issue.
By then, the fixes are harder and the options fewer. Succession™ shows you what matters now — while there’s still time to act.
Questions Every Owner Asks
“Can it run without me? What’s it really worth? What will a buyer find?”
They’re all connected. Succession™ answers them together, in one room, in one day.
Who Should Attend
Built for owners who want to get ahead of it.
Especially useful for construction, manufacturing, distribution, home services, healthcare, professional services, and family businesses.
- Running a $1M–$10M business
- Thinking about selling or handing off in 1–3 years
- Planning for retirement or family succession
- Wanting a business that runs without you
- Looking to buy a business
- Advising owners through a transition
What You’ll Learn
Five steps. One clear path.
From building value to life after the sale.
- 01
Strengthen the Business
Build a team, tighten operations, and fix what drags down value.
- 02
Prepare for Transition
Know your options, know your number, and be ready for diligence.
- 03
Structure the Transaction
Financing, buy-sell agreements, and the tax calls that shape a deal.
- 04
Protect Wealth and Legacy
Line up your estate, your heirs, and your wealth for life after the sale.
- 05
Hear From Owners Who’ve Done It
Straight talk on what went right, what didn’t, and what they’d change.
The Experience
The whole picture, in one day.
Your lawyer, CPA, banker, and advisor rarely sit in the same room. Here they do — so you see how every decision connects.
- — 01Small, curated room
- — 02Experts across every discipline
- — 03Education, not sales pitches
- — 04Practical, owner-first advice
- — 05Lunch included
- — 06In person only
- — 07Real peers, real conversations
- — 08Lakeside closing reception
The Topics
Twelve disciplines. One owner.
Hands-on practitioners, each covering one piece of the puzzle. Here’s what you’ll take from each.
Operational Efficiency
Tighten operations and raise value before a sale.
Revenue Optimization
How buyers judge your revenue — and how to improve it.
Risk Mitigation & Insurance
The risks buyers discount for, and how to cut them.
Acquisition Financing
How SBA and other loans shape who can buy you.
Preparing for Sale
Get deal-ready and get through diligence.
Tax Planning
Early moves that keep more of the proceeds with you.
Buy-Sell Agreements
Protect owners and partners when life changes.
Estate Planning
Line up your estate plan with your exit.
Legacy & Inheritance
Prepare the people who inherit what you built.
Wealth Management
Make the money last after the sale.
Owner Perspectives
Candid lessons from owners who’ve been there.
Speakers announced soon.
The Day at a Glance
Learn in the morning. Connect all day.
- 9:00 – 10:00 AMRegistration & NetworkingCheck in, grab a coffee, meet people.
- 10:00 AM – 12:30 PMMorning Educational SessionsBuilding value and getting ready to transition.
- 12:30 – 1:30 PMLunchIncluded. Sit with owners who get it.
- 1:30 – 4:00 PMAfternoon Educational SessionsDeals, taxes, wealth, and legacy.
- 4:00 – 6:00 PMNetworking ReceptionDrinks on the Lakeside Patio.
Full agenda coming soon. Times may shift slightly.
Pre-Registration Now Open
Seats are limited. Get on the list.
The Venue
Boca Raton Innovation Campus
A landmark campus,
right in Boca.
The birthplace of the IBM PC, now one of South Florida’s top spots for business.
We wrap up outside on the Lakeside Patio.
Become a Sponsor
Get in front of the owners you serve.
A handful of founding sponsors will back our first year — and spend a day with owners planning their next move.
See Sponsorship OptionsRegister
Save your seat in a minute.
Admission is $99. Have a code from a speaker? Enter it below. Your ticket includes:
- A full day of owner-focused sessions
- Lunch and the closing reception
- Time with peers and advisors
Frequently Asked
Good questions.
General
Owners of $1M–$10M businesses thinking about a sale, handoff, or retirement in the next one to three years. Buyers and advisors are welcome too.
A clear picture of what drives your value, what to fix first, and who you’ll need in your corner.
That’s the best time. Issues like owner dependence, messy books, or tax exposure are far easier to fix before a buyer finds them.
It’s one topic, start to finish. You’ll see how legal, tax, financial, and personal decisions fit together — in one day.
No. Sessions are educational, not sales pitches.
Yes — over lunch, between sessions, and at the closing reception.
Registration
Yes. Admission is $99, and guests of our speakers can use their discount code at checkout.
Enter it in the discount code box on the registration form. The price updates before you check out.
All sessions, materials, lunch, and the closing reception.
Yes — just let us know ahead of time.
Coming soon.
No. It’s in person only.
Contact