Business Owner Strategies Summit

The Second Annual Business Owner Strategies Summit

An invite-only workshop for owners of Privately Held Businesses

Fall 2024

Fall 2024

Details To be announced

Tuesday

October 3, 2023

2:00pm - 5:00pm

Happy Hour and hors d'oeuvres to follow

The Event

Note that the below agenda is tentative and subject to change prior to the event

If you are a business owner looking to access strategic ideas, people and tools to grow your company to the next level or successfully transition your company, our invitation only workshop is intended to get owners away from their businesses to understand the steps to become ready for what’s next.

1:30 - 2:00 pm

Registration

2:00 - 2:45 pm

Session One

2:45 - 3:30 pm

Session Two

3:30 - 3:45 pm

Break

3:45 - 4:30 pm

Session Three

4:30 - 5:15 pm

Session four

5:15 - 6:00 pm

Networking & Happy Hour

The Event

Note that the below agenda is tentative and subject to change prior to the event

If you are a business owner a few years away from an exit event, our half-day, invitation-only workshop is intended to get owners away from their businesses and focus on understanding the path and the process to execute a successful transaction.

1:30 - 2:00 pm

Registration

2:00 - 2:45 pm

Opening Remarks | Successful Sellers Roundtable

John Latella, Garden Fresh Salsa
Geoff O’Brien, Proper Group International
Roger Walker, Sharp Tooling Solutions

2:45 - 3:30 pm

Raymond James Investment Bank, Private Equity

Strategies to Maximize Your Companies’ Value

3:30 - 3:45 pm

Break | Bar Opens

3:45 - 4:30 pm

BDO Detroit & Clark Hill

Accounting and Legal Strategies to Consider

4:30 - 5:15 pm

Cranbrook Financial Partners

What’s My Number?

5:15 - 6:00 pm

Networking & Happy Hour

The Team

Dave Blake

CEPA®, AIF®, Financial Advisor

Cranbrook Financial Partners

Sean Bunner

Director – Business Development, Raymond James Investment Banking

Raymond James

Paul Buckles

CEPA®, AAMS®, Financial Advisor

Cranbrook Financial Partners

Special Thanks to our Sponsors

We look forward to having you join us.

Ready to Register?