
Philadelphia Executive Summit
Wednesday, May 7, 2025 7:15 a.m. - 4:15 p.m. EDT
Beyond Limits
You’re not just a CEO. You’re a visionary, driven to grow faster, scale smarter and lead with purpose. To climb higher, you dig deeper and tap into collective wisdom.
The climb isn’t a solo journey. It thrives on the strength of a global network – from your Chair, to your group, to peak-performing peers. The Vistage Executive Summit is your launchpad: a moment to elevate your vision, expand your impact and explore new vistas.
Key Takeaways:
- Access Expertise & Build Relationships: Tap into diverse perspectives to solve challenges with innovative solutions, strengthen your network, and find motivation through shared experiences.
- Unlock Business Opportunities: Build meaningful connections that lead to new partnerships and strategic referrals for long-term growth.
- Gain Cutting-Edge Insights: Stay ahead of economic shifts, identify growth opportunities, and enhance business resilience with actionable advice.
- Sharpen Leadership Vision & Wellbeing: Gain strategies to make confident decisions, boost productivity, avoid burnout, and build emotional resilience to navigate stress and uncertainty.
This is more than an event; it’s a community where leaders inspire new perspectives and forge meaningful connections. Boundaries are not just challenged – they’re transcended. You shape the future of business and innovation. Let’s redefine what’s possible.
Dr. Greg Wells Invites You to Attend
Event Speakers
Taylor St. Germain
Economist, ITR EconomicsPlan for Rise Ahead
2025 will be a year of macroeconomic economic growth, but the fact of rise or the rate of growth will vary by industry. We will look at the various industries so each can plan accordingly. There will also be factors that are universally applicable. We will examine those factors and discuss how to plan most effectively for 2025 and beyond. International trade, interest rates, inflation, consumer strength and business-to-business activity and more will be part of the discussion. This outlook will require a change in perspective so that you can successfully plan and change to maximize your profits in both the near and longer term.
Dr. Greg Wells
Founder, Wells Performance, Inc.The Ripple Effect: Sleep, Eat, Move and Think for Better Health and Wellbeing
In a world where sleepless nights, poor nutrition, physical inactivity, and mental health struggles have become the norm, how can we get healthy, improve our wellbeing and perform at our best?
The challenges may seem overwhelming, but the solution lies in making small, consistent changes that create a ripple effect throughout every aspect of our lives.
In this presentation based on his global bestseller, "The Ripple Effect," Dr. Greg Wells demystifies the science behind optimal health and peak performance. Discover how daily habits in sleep, nutrition, movement, and mindset can improve your well-being and unlock your true potential.
He reveals the science behind how incremental improvements in sleep, nutrition, movement, and mindset can dramatically enhance well-being and performance. The audience will learn HOW to implement these small changes to ignite a chain reaction of positive outcomes in their teams, families, and personal lives.
In this session, you will:
- Master the Art of 1% Wins: Learn how tiny, incremental changes in your habits, routines, and rituals can lead to exponential results.
- Sleep Your Way to Success: Uncover strategies to decompress from busy days, fall asleep faster, and stay asleep longer for optimal recovery.
- Heal Your Brain and Body: Discover the foods that boost brain function, enhance mood, and help you recover from stress.
- Move to Improve: Understand how physical activity enhances your health and sparks creativity, learning, and problem-solving.
- Focus in a Distracted World: Gain tools to control your attention, overcome digital distractions, and increase productivity.
This keynote offers a roadmap to living and working smarter, not harder, even in challenging times. Dr. Greg Wells translates scientific research into clear, actionable tactics that you can implement immediately. Through practical advice and real-world examples, you'll see how small daily decisions can create a ripple effect that improves every area of your life.
Panel Discussion
Beyond the Exit: Building a Valuable Business for Any Future
In today's uncertain economic landscape, business owners face challenges like tariff impacts, rising costs, and potential economic downturns that impact their current and future strategies.. To help leaders focus on building a resilient, valuable business that's ready for any future, this expert roundtable will delve into:
- Redefining Exit Planning: Learn why exit planning is more than just selling – it's a lifelong pursuit of creating a business that offers you options, whether that's a sale, recapitalization, or simply stepping back from day-to-day operations.
- Managing Risk: Explore strategies for diversifying your supply chain and customer base to mitigate risks and establish a more resilient business.
- Financial Preparedness: Understand how to align your personal and business finances to create wealth and optionality, ensuring you're ready for whatever the future holds.
- Capitalizing on Opportunities: Gain insights into current market trends, valuation considerations, and how to access capital for growth, even in volatile times.
- Gaining Market Intel: Learn how to get the market information you need to inform your decisions and determine the timing of your decisions.
Learn actionable strategies for building a business that's not only valuable to potential buyers but also provides you with the freedom and flexibility to pursue your vision for the next chapter.
Panelists:
- Paul Braham, Managing Director for Wealth Enhancement Group and Vistage member and speaker
- Andrew Hansen, Founder-owned Business Advisor at William Blair and Vistage member
- Zane Tarence, Managing Director and Partner at Founders Advisors and Vistage speaker
Anne Petrik
VP of Research at Vistage Worldwide, Inc. | Summit EmceeInflection Point: Growth at the Speed of Now
To navigate through inflection points in the business cycle, Vistage Research reveals that CEOs must focus on growth, talent, infrastructure and technology. Learn insights and sentiment from your peers as well as expert perspectives from trusted Vistage community experts in this presentation featuring the latest Vistage CEO Confidence Index data.
Breakfast buffet served
- The Nine Steps To a Much Longer Life with Robust Health
- Morning Mastery: Identify and Overcome Your Bottleneck Behavior Type
- Building Sustainable and Transferable Business Value: A 4-Stage Process
- CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business
- Start with the End in Mind: Considerations for Enhancing Post-Sale Value
- Accelerate Growth With a Revenue Generation System
A deep dive into the economic forecast facing your market.
Discover strategies to build a business that's both attractive to buyers and gives you the freedom to pursue your next chapter.
- Building Recurring and Scalable Revenue
- Walk-Away Money: 6 Steps To Turn Your Business Into Financial Freedom
- The Dark Side of Private Equity: Missteps that Could Cost You Millions
- Maximize the Transferrable Value of Your Business
- Using EOS Tools To Build an Intentional Culture in Your Business
- Winning the Game: Handling Unsolicited Private Equity Offers Like a Pro
Celebrate your community's Vistage Member Excellence Award winners and finalists and connect with fellow peers. Refreshments to be served in the Marketplace.
Breakout sessions
7:45 - 8:45 a.m.
The Nine Steps To a Much Longer Life with Robust Health
Presenter: John Asher, CEO | Asher Longevity Institute
A happy, healthy, and highly motivated team will contribute directly to robust business growth. In this session, participants will learn:
- An integration of all current information about health, wellness and longevity.
- The significant possibility of living to 112 with great health by following current guidelines from longevity experts integrated into a “longevity pyramid”
- The average lifespan of US adults is 76 years, and the average health span is only 63 years. This presentation shows how to gain 23 years of lifespan and 37 years of health span.
- Taking care of your team today contributes to greater success tomorrow.
Topic: Personal Development - Wellness

7:45 - 8:45 a.m.
Building Sustainable and Transferable Business Value: A 4-Stage Process
Presenter: David Tramontana, Integrator & Area 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, eventually leading 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

7:45 - 8:45 a.m.
Morning Mastery: Identify and Overcome Your Bottleneck Behavior Type
Presenter: Emily Morgan, CEO & Eileen Coombes, CLO | Delegate Solutions
Every Leader has a Bottleneck Behavior Type that stunts growth, keeping them from creating a Culture of Delegation and making their most impactful contribution. In this session, you will:
- Identify Your Bottleneck Type: Discover how your unique defensive habits, while initially protective, may be hindering business growth and leadership potential.
- Recognize Limiting Behaviors: Learn to pinpoint common behaviors that stunt organizational progress and understand the impact on your team and company.
- Implement Actionable Strategies: Gain practical strategies to overcome these behaviors, empowering you to foster personal growth and drive your organization toward greater success.
What's yours?
Topic: Business Operations - Productivity & Execution

7:45 - 8:45 a.m.
CEO's Candid Guide to Right People, Right Job, Right Fit To Scale the Business
Presenter: Beka Shea & Tiffany Slowinski, Executive Advisors | 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

7:45 - 8:45 a.m.
Start With the End in Mind: Considerations for Enhancing Post-Sale Value
Presenter: Tim Uehling, CFP®, CEPA, CRPS®, Financial Advisor & Senior Vice President ; Chris McCullough, Executive Director & Wealth Planning Strategist | UBS Financial Services, Inc.
Business owners are often so busy with the operation of their business, that they fail to plan for the biggest transaction of their life, the eventual sale or transfer of their business. There are considerations and decisions that are made during the life of a business, many years away from an eventual transition, that can have enormous impact on the after-tax proceeds of that transition. Learn about types of transitions, business structure considerations, tax planning techniques, and how to maximize value.
Topic: Personal Development - Exit Planning

7:45 - 8:45 a.m.
Accelerate Growth With a Revenue Generation System
Presenter: Matt Reilly, CEO | Sales Empowerment Group
Most businesses are missing their revenue goals. Across the board, missed quotas are the norm, sales cycles are longer, and win rates and deal sizes are smaller. We have more technology and channels than ever. Growth should be easier. So what’s missing?
The best businesses have a system for everything – from hiring talent to delivering products and services. To meet today’s unique challenges, you also need a system for revenue generation. This session will explore:
- How the current environment makes scalable growth difficult
- The core components of a revenue generation system
- Key considerations for systematizing marketing, talent, training, and technology.
Topic: Customer Engagement - Marketing

12:10 - 1:15 p.m.
Building Recurring and Scalable Revenue
Presenter: Pranav Dalal, CEO & Founder | Office Beacon LLC
Learn how to achieve scalable, recurring revenue with Pranav Dalal, who grew Office Beacon from 5 to 5,500 employees while unlocking profitability for thousands of clients. Discover strategies to craft compelling messages, build powerful connections, and drive sustained business growth.
Topic: Customer Engagement - Sales & Marketing

12:10 - 1:15 p.m.
Walk-Away Money: 6 Steps To Turn Your Business Into Financial Freedom
Presenter: Paul J. Brahim, CFP®, CEPA®, Managing Director, Financial Advisor | Wealth Enhancement Group
Less than 25% of businesses have a formal succession plan, and over 75% of business owners regret selling their business within the first year. Nearly 98% of owners don’t know their business’s value. Facing the reality of eventually stepping away can be challenging, but successful business exits don’t happen by accident. They require careful planning, informed decision-making, and strategic timing. Paul Brahim’s "Walk-away money" session provides a six-step framework designed to help you optimize business value, align personal and business wealth, discover options, and transform your business into sustainable income for the rest of your life.
Topic: Financials - Financial Management

12:10 - 1:15 p.m.
The Dark Side of Private Equity: Missteps That Could Cost You Millions
Presenter: Zane Tarence, Partner & Managing Director & Brian Daley, Director | Founders Advisors
With more PE firms targeting private companies, business owners must be equipped to navigate this complex world successfully. Using case studies, data-driven insights, and over two decades of M&A experience, we’ll discuss the PE investor ecosystem, how they exploit inexperienced business owners, and strategies to help you protect your equity.
You’ll learn:
- 7 reasons your business is not qualified for PE investment (and what to do)
- Essential questions to answer before engaging PE
- The truth about “Minority Investors” and “Founder Aligned” PE
- Why 90% of founders lose in PE negotiations
- Enterprise Value Coaching through Industry Driven Valuation Scorecards
Topic: Financials - Mergers & Acquisitions

12:10 - 1:15 p.m.
Maximize the Transferrable Value of Your Business
Presenter: Mike Silverman, Shareholder & Matt Clark, Shareholder | Dentons
The value of your business has been created through decades of hard work and is typically the largest asset in your personal net worth statement - often representing 80% or more. In this session we’ll define the building blocks for creating, growing and protecting the transferrable value of your business. We will focus on the proven components of a well-designed exit plan:
- Defining goals
- Eliminating risks
- Protecting the value of the business
- Designing Incentive Compensation and Retention Agreements
- Creating key value drivers
- Implementing a growth plan, a financial plan, a succession plan and an exit plan
Topic: Personal Development - Exit & Succession Planning

12:10 - 1:15 p.m.
Using EOS Tools To Build an Intentional Culture in Your Business
Presenter: Brian Blatchley, Certified EOS Implementer | EOS Worldwide
Learn how EOS tools support a value based company culture and why that is important.
- EOS Model
- Why values matter in your business
- Building an intentional culture
Topic: Leadership - Organizational Values & Culture

12:20 - 1:15 p.m.
Winning the Game: Handling Unsolicited Private Equity Offers Like a Pro
Presenter: Andrew Hansen, Founder-Owned Investment Banking Advisory | William Blair
If a private equity firm made an unsolicited offer to buy your business, would you know how to respond? Many business owners face this situation but struggle determining whether an offer is fair, competitive, or even worth considering.
The challenge lies in the information gap and private equity has the competitive edge. Without a clear game plan, business owners risk selling for less —or walking away from a game-changing deal.
Key takeaways:
- How to assess an unsolicited offer and craft a strategic response
- Where to find reliable market data—and how to leverage it
- Proven negotiation tactics to level the playing field
Topic: Financials - Mergers & Acquisitions
