Business Transition: From Value Building to Exit Strategies

Registration & Pricing

If you plan to sell your business at any point, whether it’s soon or decades from now, this four-part private series provides the essential knowledge every business owner needs before putting their company on the market. Participants will discover the full range of exit strategies available, from traditional sales to employee buyouts to family transitions, and learn the critical steps to maximize business value and ensure a smooth transition. This series is specifically designed to prepare and equip business owners with the options to make informed, confident decisions regarding one of the most significant financial and emotional transitions they may encounter in their lifetime. Participants will also have the opportunity to ask our series’ experts candid questions and get real answers—while remaining completely anonymous.
Why You Shouldn’t Wait to Plan Your Exit

Stay in control by understanding your options before you’re forced to act.
Protect your business, which is likely your largest asset, while learning to grow it and exit on your terms.
Learn how to avoid costly mistakes by gaining insight from experienced advisors on valuation, timing, and deal structure.
Discover the steps successful owners take years in advance to intentionally build value and better exit outcomes.

Series Dates:
August 19: Session 1 – The Exit Landscape & Buyer RealitySeptember 2: Session 2 – Owner Readiness (Personal, Emotional, Financial)September 16: Session 3 – Business Readiness & Value CreationSeptember 30: Session 4 – Deal Execution & Post‑Sale Wealth
8:30 am – 11:00 am: Hosted on the Zoom Webinar platform for anonymity.
Featured Panelists






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Robert Roth



Executive Chairman



RoMan Manufacturing









Jeff Disher



Chairman of the Board



DISHER Corp.









Joe Dyer



President



DISHER Corp.









Nate Heyboer



Owner/CEO



DHE Plumbing & Mechanical









Nate Koetje



Chief Executive Officer



Feyen Zylstra









Amanda VanFossen



Williams Family Investments












Our 2026 speakers











Nick Adamy, ASA



Managing Director



Adamy Valuation









Brian Balke, CFP, CIMA



Vice President, Senior Portfolio Manager & Wealth Advisor



Legacy Trust









Jessica Collete, CEPA



Founder & CEO



Float Above Ventures









Scott Cousino, CFP, CEPA



Founder & President



Legacy Capital Planners









Brett Filush, CPA



Shareholder, Tax and Accounting



H&S Companies









Nevin Groce



Partner - Director of Owner Engagement



Globo Advisors









Sarah A…