8:15 - 9:05 a.m.

Post-Election Viewpoints on Policies and Their Tax Implications

Presenter: Lawrence Leaf, CPA, PFS, ABV, National Estate & Trust Leader, NJ Managing Partner / Tommy Lee, CPA, Partner-in-Charge, Restaurant, Franchise & Hospitality, Strategic Tax Advisor / Jeffrey Gershen, CPA National Tax Co-Leader, Tax Partner | Aprio

Track 1 | Foundation & Preparation

Topic: Tax Preparation

Join a lively discussion with four Aprio business and tax experts as they explore the post-election implications on taxes, including both the tax burdens businesses face and the opportunities that arise.

8:15 - 9:05 a.m.

How to Create a Culture of Accountability

Presenter: Shelley Woodrow, Certified EOS Implementer® | EOS

Track 2 | Growth Levers

Topic: Business Operations

People problems are almost always the biggest challenge for businesses, yet solving them is transformational. With advice and strategies from Certified EOS Implementer® Shelley Woodrow, this webinar provides the tools for leaders to create an intentional People Component in their organization using simple and proven tools to create a thriving workplace.

8:15 - 9:05 a.m.

Accelerate Growth Through Non-Control Minority Equity Investments

Presenter: Brian Friedman, Head of Private Capital Markets | William Blair

Track 3 | Selling & Exiting

Topic: Deal Types

Seeking outside capital to accelerate growth but don’t want to give up control or take on debt? Discover the power of minority equity investments and how they can accelerate growth of a founder-owned business. Join us for insights into the advantages of non-control transactions and how they solve a founder’s liquidity objectives. Takeaways include:

• Success stories of growth equity investments with founder-owned businesses


• Benefits of deploying capital to fund tuck-in acquisitions or fueling strategic growth initiatives


• Characteristics of non-control investments and the flexibility they provide to founders

9:10 - 10:00 a.m.

Optimize Your Financial Plan for Your Business

Presenter: Paul J. Brahim, CFP®, AIFA / Managing Director, SVP - Financial Advisor | Wealth Enhancement Group [Vistage Member]

Track 1 | Foundation & Preparation

Topic: Estate Planning & Tax Optionality

Do you have the freedom to walk away from your business without selling it? In this session, you’ll learn invaluable tools and strategies to optimize your financial plan, increase your options and freedom.

Learn from the firsthand experience of a Vistage member who successfully created optionality in a 60-year-old family business using integrated tax, estate, and investment planning strategies.

9:10 - 10:00 a.m.

Moneyball for Business: Process Mapping & Data-Driven Excellence

Presenter: Derrick Mains, CEO | The Process Fixer

Track 2: Growth Levers

Topic: Business Process & Analytics

Just like Moneyball transformed baseball through data, businesses can improve efficiency by using process mapping, data-driven decisions, and control charts to track performance. By identifying key metrics and monitoring process stability, you can drive consistent, world-class results—with the team you already have on the bench. Creating a pennant-chasing powerhouse of optimization and competitive advantage. In this session you will learn:

• Better ways to measure fundamentals.


• A proven method to control variation.


• A clear map to achieving your pennant-chasing objectives.

Join Derrick Mains as he walks you through the playbook for transforming your business in the race for operational excellence.

9:10 - 10:00 a.m.

Turning Buyer Interest Into Strategy: Business Insights for Owners

Presenter: Brenda Spencer, Strategic Partnership Director | Benchmark International

Track 3: Selling & Exiting

Topic: M&A Rediversification

Buyers are looking for proprietary deal flow, which gives them an advantage during the acquisition process. Arm yourself with the knowledge and strategies for when you are approached directly by a buyer. Join Brenda Spencer as she dives into the dynamics of unsolicited buyers and reveals how to manage and leverage these interactions to your benefit effectively.

• Explore the landscape of today’s diverse buyer’s market.


• Uncover why your business attracts buyer interest and the timing behind it.


• Learn actionable strategies for engaging and negotiating with potential buyers.

12:00 - 12:50 p.m.

The Pursuit of Enterprise Value: 12 Key Factors to Attract an Outsized Valuation

Presenter: Zane Tarence, Managing Director and Partner | Founders Advisors [Vistage Speaker]

Track 1 | Foundation & Preparation

Topic: Business Valuation

Given today’s economic climate and dynamic M&A market, business owners need a candid market perspective on what drives enterprise value.

Join us to learn:

• 12 key attributes to outsize your market valuation


• How to keep operational focus aligned with value creation


• Top 5 dealbreakers & seller missteps


• The importance of having your own private “ticker symbol”


• A 10 minute industry specific solution to assess your company’s “investability”.

12:00 - 12:50 p.m.

Unlock Working Capital Now to Position Your Business for Growth

Presenter: Chaun Powell, President | Elevate by Principal

Track 2 | Growth Levers

Topic: Wealth Strategies

Learn about a compelling way to unlock capital and orient your business toward growth. Chaun Powell from Elevate by Principal will discuss tips and ideas focused on reinvesting in your business to better position it for the future, including:

• Uncovering savings on everyday expenses. Learn how group rate discounts can free up working capital you can invest back into your business.


• Determining your current business value. Find out about a quick and easy way to determine how much your business is worth.


• Aligning savings toward business growth. See a way to leverage savings to increase the value of your business.

12:55 - 1:45 p.m.

3 Secrets to an Incentive Plan that Boosts Performance and Increases Shareholder Value

Presenter: Tom Miller, CEO and Joe Miller, Vice President of Product | VisionLink

Track 1 | Foundation & Preparation

Topic: People

In this presentation, you’ll learn from two experts who have designed over 1,000 incentive plans for private businesses. Get answers to key questions, including:

• What are today’s top employees expecting in a variable pay program?


• How are successful plans constructed and communicated?


• What are the secrets of differentiating your pay offering from your competitors and locking down your key talent?

12:55 - 1:45 p.m.

The CEO's Guide to Strategically Scaling Sales

Presenter: Frank Niekamp, Managing Partner | SalesStar

Track 2: Growth Levers

Topic: Sales & Customer Engagement

Unlock the secret to scalable, measurable, and predictable sales growth in this exclusive session designed for CEOs. Learn how to build a strategic sales system that drives consistent results and empowers your sales force. Attendees will leave with actionable takeaways:

• Proven methodologies to streamline sales processes and drive consistent results.


• Strategies to leverage data for better decision-making and measurable outcomes.


• Insights to achieve sustainable growth and elevate your company's performance.

This session is for CEO's who want a clear path to building a strategic sales system that is scalable, measurable, and predictable.