Discover valuable speaking topics from our Strategic Alliance Partners for your forums and events.
| Topic | Speaker | Action |
|---|---|---|
Exit Readiness: Avoiding Blind Spots and Seeing Through the Buyer's Lens Learn the critical oversights owners make when preparing to exit, how different types of buyers view your business, and what good governance looks like when you want maximum value.
| Andrea Steinbrenner | |
The Owner's Barrier: Breaking Through What's Holding You Back Explore the mindset, habits, and emotional anchors that quietly derail successful exits—and how to remove these barriers to unlock both personal and business freedom.
| Andrea Steinbrenner | |
Engineering Enterprise Value: How to Build a Sellable Business (Even if You're Not Selling Yet) Discover the strategies to de-risk your business, attract premium buyers, and accelerate value today—so you can run a stronger company while keeping every exit option open.
| Andrea Steinbrenner | |
Tax Strategies for Business Growth Essential tax planning strategies every entrepreneur should know to optimize their business structure
| Andrew Davidson | |
Financial Planning for Exit Strategies How to structure your finances to maximize value when selling your business
| Andrew Davidson | |
OBBBA Update (new tax law) Latest updates on tax law changes and their impact on business operations
| Andrew Davidson | |
Tax structures for buying or selling a business Optimal tax structures and strategies for business transactions
| Andrew Davidson | |
How to value my business Understanding business valuation methods and factors that drive value
| Andrew Davidson | |
Preparing a business for sale/exit and assembling a strong transaction team Legal and strategic considerations for preparing your business for a successful exit, including building the right advisory team
| Chuck Witham | |
Negotiating the Letter of Intent (LOI), Non-Disclosure Agreement (NDA) and other preliminary documents Key legal strategies and negotiation tactics for the initial stages of a business sale or exit transaction
| Chuck Witham | |
Negotiating key definitive agreements for the sale/exit of a business (APA, SPA, etc.) Advanced legal strategies for negotiating Asset Purchase Agreements, Stock Purchase Agreements, and other critical transaction documents
| Chuck Witham | |
Preparing Your Business for Exit Key strategies to increase business value and prepare for a successful exit or succession
| Derek Grotzinger | |
Maximizing Business Valuation Understanding what drives business value and how to optimize it
| Derek Grotzinger | |
KPIs that drive profitability Identifying and implementing the key performance indicators that directly impact your bottom line and business success
| Jennifer Barnes | |
Understanding cash flow and how to manage for success Cash flow fundamentals, forecasting techniques, and management strategies to ensure business sustainability
| Jennifer Barnes | |
What should you know about your financials to grow successfully Essential financial metrics and reporting every entrepreneur needs to understand for strategic growth decisions
| Jennifer Barnes | |
Preparing your Biz for Sale (Accounting and Financial Infrastructure) Essential accounting systems, financial reporting, and infrastructure requirements to prepare your business for a successful sale or exit
| Jessica Zoraida | |
How to Access Capital Strategic approaches to securing funding, understanding different capital sources, and preparing your business for investment
| Jessica Zoraida | |
KPIs and building an ideal Scorecard that you will actually look at! Creating meaningful, actionable scorecards and KPI systems that drive business performance and decision-making
| Jessica Zoraida | |
What is the process of an M&A transaction? From start to finish, who are the players, what are they doing and what should I be aware of?
| Kevin Wilson | |
Equity compensation: How to give advisors or partners equity without legal problems You offered to give an advisor or partner some amount of equity for their work. How do you actually do that without causing corporate, tax, securities law or other problems for yourself?
| Kevin Wilson | |
Navigating California's Complex Employment Laws Navigating California's complex employment laws is critical for any business, especially during periods of growth. This session will cover best practices for hiring, performance management, and terminations, helping business owners avoid costly legal missteps. We'll also touch on recent legislative updates and what they mean for your HR policies in 2025 and the year ahead.
| Kevin Wilson | |
Exit planning - The Certified Exit Planning Advisor's process to sell your business at top dollar Comprehensive exit planning strategies and processes to maximize business value and achieve optimal sale outcomes
| Luke Ervin | |
Exit planning - tax mitigation strategies to keep more of the proceeds from a sale Advanced tax planning techniques to minimize tax liability and maximize net proceeds from business sales
| Luke Ervin | |
Economic update and investment ideas to consider Current economic trends, market outlook, and strategic investment opportunities for business owners
| Luke Ervin | |
Legal Essentials for Growing Businesses Critical legal considerations and protections every entrepreneur needs as they scale
| Paul Johnson | |
Intellectual Property Protection How to protect your business ideas, trademarks, and proprietary information
| Paul Johnson | |
Wealth Building for Entrepreneurs Investment strategies and wealth preservation techniques for business owners
| Paul Pintek | |
Retirement Planning for Business Owners How to plan for retirement when your wealth is tied up in your business
| Paul Pintek | |
Building a Visionary Company with EOS How to create clarity and alignment in your organization using the Entrepreneurial Operating System
| Ron Harrell | |
Getting Traction in Your Business Practical tools and techniques to execute your vision and achieve your goals
| Ron Harrell | |
What the heck is EOS? An introduction to the Entrepreneurial Operating System and how it can transform your business
| Ron Harrell | |
How to manage the Visionary/Integrator relationship so that it works Best practices for creating a successful partnership between visionaries and integrators
| Ron Harrell | |
Creating a great Leadership Team Scorecard How to develop and implement effective scorecards for leadership accountability
| Ron Harrell | |
How to get into the Thriving Zone Doing what you love and are great at vs. being stuck in running the day to day part of your business
| Ron Harrell | |
Real Estate Strategy for Business Success How to make strategic real estate decisions that support business growth and profitability
| Scott Schindler | |
Office & R&D/Industrial market update - hot or not Current market conditions and trends in office and industrial real estate sectors
| Scott Schindler | |
Office and R&D space in a post-COVID world How the pandemic has reshaped commercial real estate needs and strategies
| Scott Schindler | |
Why you shouldn't sign a longer lease if you don't have to Strategic considerations for lease terms and flexibility in uncertain times
| Scott Schindler |