7:45 a.m. - 8:45 a.m.

Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation

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

"Given today’s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value. Join us to learn:

• What it takes to attract an outsized valuation from institutional grade buyers


• A 20 minute market based approach to assess your company’s “investability” 


• Top 5 deal breakers and seller missteps


• How to better align operational focus with value creation"

Topic: Financials: Mergers & Acquisitions

7:45 a.m. - 8:45 a.m.

The CEO's Guide to Strategically Scaling Sales

Presenter: Frank Niekamp, Managing Partner SalesStar

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

Topic: Customer Engagement: Sales & Marketing  

7:45 a.m. - 8:45 a.m.

5 Questions Every Business Owner Should Consider

Presenter: Holly Mazzocca, President, Wealth Advisor, & Principal, Jason Katz, Wealth Advisor, Principal, Bartlett Wealth Management

We know business owners are faced with myriad questions every day – but what about those that impact your personal wealth?

Join Holly Mazzocca and Jason Katz for an interactive, real-time exhibit of the impact of five considerations every business owner should be keeping top of mind. This what-if analysis will explore how personal wealth can be affected by decisions made about your business today, tomorrow, and years down the road, including during points of sale and transition.

Topic: Financial Management

7:45 a.m. - 8:45 a.m.

Transforming Your Business Through Intelligent Process Automation

Presenter: Mark Shivers, Founder & CEO, Ignite IPA

Are you worried about hiring/retaining staff? Are you nervous about inflation or a potential recession/depression? Are you looking to grow your business but are concerned about the increased costs? Leveraging automation can help companies of all sizes support their corporate strategy and achieve high ROI by reducing expenses, avoiding costs, accelerating revenue, and creating more efficient business processes. In this session you will learn about intelligent process automation technologies, and how other companies have leveraged them to achieve higher margins. Opt-in-participants will receive a complimentary opportunity identification assessment focused on creating a quantifiable pipeline of value-based automation opportunities.  

Topic: Business Operations: Technology

12:30 - 1:30 p.m.

CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business

Presenter: Advisors from Culture Index

Join the Culture Index team to reveal the true fit of your executive team and leaders- who is in the right seat and who is not? Do you have the right team in place to scale your business? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped to utilize data to make more objective human decisions in securing the right talent in order to drive sustainable growth. Walk away with new insights, tips, and practices to implement into your business and better align your people.

Topic: Leadership: Communication & Alignment

12:30 - 1:30 p.m.

Actionable Strategies for Mastering Financial Optionality

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

Does your financial plan deliver 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, and steps to financial flexibility 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.

Topic: Financials: Financial Management

12:30 - 1:30 p.m.

Building Real, Sustainable, and Transferable Business Value: A 4-Stage Process

Presenter: David Tramontana, President, FocusCFO

Join FocusCFO's David Tramontana as he shares his journey of building sustainable and transferable business value in this presentation. He highlights the four essential steps — foundation, health, growth, and value — and shares the lessons he learned and the pitfalls he encountered on his entrepreneurial journey, which eventually led to a successful exit with a $40 million payout.

Attendees will discover the importance of identifying their "hedgehog," having trusted advisors, and how a fractional CFO can help align strategy with numbers. This presentation provides valuable insights for businesses to increase their value and build a solid foundation for future success.

Topic: Financials: Capital / Cash Management

12:30 - 1:30 p.m.

The “Perfect” Pre and Post-Transaction Personal Roadmap

Presenter: T. Tyler Holocher, CFP®, CPWA®, CEPA, Senior Vice President, UBS Wealth Management; Scott H. Hiles, CFP®, CPWA®, CEPA, First Vice President, UBS Wealth Management and Jeremy Hayden, Partner, Taft Law

Founders and entrepreneurs have the opportunity to create generational wealth for their families; now they need to keep it!

When owners decide to sell their business, they spend hundreds of hours working with the Transaction Team to find the best fit at the highest price. It’s also important to spend the time to ensure they keep as much of those proceeds as possible.

Listen to a team of experts discuss the best pre and post-transaction personal planning opportunities based on real-world examples.

Topic: Personal Development: Exit & Succession Planning