A Private Workshop for Maximizing Your Business Exit

Join us for APEX: The Advanced Planning Business Owner Excellence Summit

ABOUT THE EXPERIENCE

APEX Business Owner Excellence Summit is the premier event for business owners and CEOs who will be considering a business transaction - whether in a few months or a few years.

This interactive session will unite top M&A experts in the field with a select group of business owners for a highly interactive workshop focused on effecting a successful exit. Highlights include:

- Investment Banking Insight - learn about top transaction trends and what you can do to capitalize on these trends and drive valuation

- Key Tax and Legal Strategies - everything that you need to know to have a successful exit plan, command a high valuation, and avoid common pitfalls of the transaction process

- Personal Planning Navigation - discover top strategies for tax mitigation and personal planning to ensure that you capture the highest net number from your transaction, and what you need as an individual to maintain or achieve your desired lifestyle post transaction

Our mission is to provide platform for industry leaders to share their knowledge, exchange ideas, and network with their peers.

AGENDA

Our conference agenda is packed with informative sessions and engaging workshops. From panel discussions to keynote speeches, our summit is designed to help you take your business to the next level and get your company Exit Ready.

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SUMMIT HIGHLIGHTS

Join us for a special half-day workshop for business owners and CEOs. Our speakers will share insight on the current M&A markets, trends in maximizing valuation, and top strategies to mitigate taxes at the point of sale to capture higher net proceeds from transactions.

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Meet the Speakers

Billions in Successful Transactions. Top Strategies. Nationally Recognized Teams

Join some of the nations top transactional experts who will cover the legal, tax, investment banking, and private planning perspectives of business valuation and current exit strategies. Cumulatively, the speakers have represented Billions of dollars in successful transactions and worked with some of the countries top CEOs, Founders, and Owners.