Protect Your Legacy and Capture Your Company’s True Value
This interactive, full-day workshop is tailored to equip prosperous business owners with effective strategies to maximize their value and prepare for transition readiness. Don’t miss your chance to join this Owners’ Roundtable and embark on your value acceleration journey. RSVP below and reserve your seat at the Owners’ Roundtable today!
About the Owners’ Roundtable
The Owners’ Roundtable covers essential business planning issues that impact your business, helps you, as an owner, think beyond the business, and provides clear ideas on what you need to do to maximize your business’ value and exit on your terms.
The Owners’ Roundtable delves deep into the 5 Stages of Value Maturity
The Owners’ Roundtable will be facilitated by Jason “Wally” Waldron, CEPA, and Bob Lee, CFP, AEP, CEPA.
Wally is the author of Exitology: Proven Strategies to Accelerate Business Growth, 3x Your Company Value and Exit the Smart Way and a featured contributor to national media and business growth platforms. As a speaker, he’s known for energizing the room, delivering real-world insights, and equipping owners and their teams with practical next steps.
Bob Lee, CFP, AEP, CEPA, guides business owners through a strategic process to plan for expected and unexpected transitions. He designs customized investment and exit strategies tailored to clients’ financial situations, business dynamics, and family goals. Using expertise in financial and estate planning, wealth management, and tax-advantaged strategies, he helps clients navigate life transitions. Bob’s goal is to build long-term relationships, crafting comprehensive plans to safeguard wealth and legacy. With a team approach, he coordinates top experts in valuation, exit, estate, tax, risk, and wealth planning, ensuring business value converts to personal wealth for a secure future.
Wally Waldron
Founder & CEO
EXITOLOGY
Bob Lee
Senior Wealth Advisor
MARINER
Did You Know?
Half of all business transactions are unplanned due to the Five Ds: Death, Disability, Divorce, Disagreement and Distress. Additionally, owners often receive unsolicited offers to sell their business. Today’s businesses, therefore, must continually maximize value to prepare for transition at any time. Even if you have no plans currently to exit your business, you’ll want to ensure you are making smart decisions today that will prepare you and your company for that eventual transition.
Event Details
Seating for the Owners’ Roundtable is limited. The fee is $995, with a fee of only $500 for an additional owner from the same company.
Breakfast and lunch are included.
“As an attendee of multiple ORTs, I continue to discover new and valued content in material and through the other ORT participants that keeps me coming back!”
“The Roundtable was amazing!!! I can say it was life changing for us both personally and professionally. I would HIGHLY recommend it.”
“This was an amazing experience. Mike put together a ton of content that can be taken home and implemented right away.”
“Wasnʼt sure what to expect, but it knocked my socks off.”
The Cost of Waiting
Waiting until you are “ready to sell” is often too late to influence your company’s value; start your maturity roadmap today to ensure you don’t leave millions on the table.
80%
80% of business owners fail to exit on their own terms.