BUSINESS OWNER STRATEGY SUMMIT

Orange County Business Owners Strategy Summit
An invitation only workshop for privately held business owners.
Date: April 16, 2025
About the summit
Empowering Business Owners
April 16, 2025
1:00PM - 6:00PM
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.
You can expect to hear from fellow business owners who have successfully exited, expert M&A advisors on how to navigate a transaction, and learn from expert investment and tax advisors on what comes after a successful transition.
Event Details
Tentative Agenda
1:00PM -1:30PM
Registration
1:30PM - 1:45PM
Welcome & Opening remarks
1:45PM - 2:15PM
Current M&A Landscape
2:15PM - 2:45PM
Considering a transition
2:45PM - 3:30PM
Preparing to transact
3:30PM - 4:00PM
Networking Break
4:00PM - 4:30PM
The Transaction process
4:30PM - 5:00PM
Successful sellers roundtable
5:00PM - 6:30PM
Cocktail reception & happy hour
Keynote Speakers
Meet our lineup of renowned keynote speakers who are driving innovation and success in the business world.
Partners & Sponsors




