Board of Directors

Charlie Janes

President

Focal Point Growth and Exit Advisors, LLC

  

Michael Desiato

Treasurer

Business Transition Specialists LLC

 

Marc Solomon

Secretary

Weiss Serota Helfman Cole + Bierman

 

Heidi Hattendorf

Marketing Chairperson

Transformation Insights LLC

  

Dr. Anna Lautenschlaeger

Membership

LAULAU Offshore & Nearshore Staffing

  

Grace Munoz

Membership

Profit Manager, LLC

 

Phillip Proctor

Membership

Transworld Business Advisors

 

Stacey Kovach

Business Owner Summit

RBC - Kinetix Wealth Group

  

Jonathan Kudary

Sponsorship

KSZ Advisors

  

Michael B Schuster

Sponsorship

Cross Keys Capital

  

Brian Valik

Sponsorship

Cassel Salpeter & Co.

 

Fred Campos

Programming

CBIZ

 

Raymond Monteleone

Programming

Paladin Global Partners, LLC

 

Natalie Schneider

Programming

Amazing Transition Coaching

  

Kelly Wathen

Programming

PNC Private Bank

  

Angelo Gasparri

Marketing

Offit Kurman

  

Tariq Malik

Marketing

Focus CFO

  

Chris Stadler, MBA, CEPA

Marketing

Questar Capital Partners | ESOP & 1042

  

John Spradlin

Social

CitrinCooperman

  

Kevin Krisowaty

Miami Committee

Bernstein Private Wealth Management

  

Raquel Zeitlin

Miami Committee

Kelley Kronenberg

 

Tariq "Sonny" Azam

Palm Beach Committee

Commercial Finance Partners

  

 

The Business Owners' Summit 2026: Plan Today for the Exit You Want Tomorrow

Plan Today for the Exit You Want Tomorrow

 

 

 

 

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Hrs

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The Business Owners' Summit 2026: Plan Today for the Exit You Want Tomorrow


If you’re a business owner planning to sell your business within the next 1 to 5 years, the decisions you make today can have a meaningful impact on what your future exit looks like.

Join the Exit Advisor Alliance of South Florida for The Business Owners’ Summit 2026, a high-value, four-hour morning event designed to bring business owners together with experienced advisors and valuable connections to help them think strategically about what comes next.

Centered around People, Ideas, Opportunities, Brighter Futures, the Summit offers a collaborative environment to learn, connect, and gain practical perspective as you prepare for your next chapter.

This year, we’re bringing the Summit to The Addison in Boca Raton - a beautiful setting for a great meal, valuable content, and meaningful conversations beyond the typical corporate meeting.

What You’ll Take Away

  • Exit Readiness Insights: Assess where you are today, explore your roadmap to readiness, and understand what to do before a buyer comes calling.

  • Understanding Business Value: Learn key value drivers buyers care about, EBITDA multipliers, quality of earnings, real estate, IP, and brand value.

  • Clear Transaction Knowledge: Gain a complete view of the sale lifecycle, buyer types, NDAs, LOIs, and the role of your transaction team.

  • Keynote Perspective: Hear directly from industry expert Dr. Anna Lautenschlaeger on Beyond the Exit: What Are You Building Toward? over a seated lunch.

  • Direct Advisor Access: Connect with trusted M&A professionals across 7 core disciplines, including legal, tax, wealth, transaction, insurance, and exit planning.

  • Peer Community: Build relationships and share experiences with fellow South Florida business owners on the same journey.

Program Agenda

  • 8:30 AM: Coffee & Light Breakfast

  • 9:00 AM: Welcome & Opening

  • 9:10 AM: Where Do I Start? - Owner mindset, lifestyle and financial goals, business readiness, vacation test, and roadmap to readiness.

  • 10:10 AM: What Is My Business Worth? - EBITDA multiplier, value factors, quality of earnings, real estate, IP, and brand value.

  • 11:10 AM: How Do I Actually Sell It? - Buyer types, sale lifecycle, NDA and LOI, and transaction team.

  • 12:00 PM: Lunch & Keynote Speaker: Dr. Anna Lautenschlaeger, Beyond the Exit: What Are You Building Toward?

Who Should Attend & Ticket Information

  • Business Owners & Guests ($125 Guest Ticket): Designed specifically for business owners actively planning or exploring an exit within the next 1 to 5 years.

  • EAA Members ($75 Member Ticket): EAA Members may attend for $75 when accompanied by two qualified business-owner guests.

  • Decision-Stage & Family Business Owners: Ideal for leaders evaluating liquidity options, succession plans, and business value enhancement.

Connect. Learn. Prepare for What’s Next.

Your exit may be years away, but the preparation starts long before you decide to sell.

Last year’s Summit was fully booked within days. Tickets are sold on a first-come, first-served basis, so reserve your seat early to secure your spot.

Register Now
 

The Business Owners' Summit 2026: Plan Today for the Exit You Want Tomorrow

Plan Today for the Exit You Want Tomorrow

 

 

 

 

Days

Hrs

Min

Sec


The Business Owners' Summit 2026: Plan Today for the Exit You Want Tomorrow

If you’re a business owner planning to sell your business within the next 1 to 5 years, the decisions you make today can have a meaningful impact on what your future exit looks like.

Join the Exit Advisor Alliance of South Florida for The Business Owners’ Summit 2026, a high-value, four-hour morning event designed to bring business owners together with experienced advisors and valuable connections to help them think strategically about what comes next.

Centered around People, Ideas, Opportunities, Brighter Futures, the Summit offers a collaborative environment to learn, connect, and gain practical perspective as you prepare for your next chapter.

This year, we’re bringing the Summit to The Addison in Boca Raton - a beautiful setting for a great meal, valuable content, and meaningful conversations beyond the typical corporate meeting.

What You’ll Take Away

  • Exit Readiness Insights: Assess where you are today, explore your roadmap to readiness, and understand what to do before a buyer comes calling.

  • Understanding Business Value: Learn key value drivers buyers care about, EBITDA multipliers, quality of earnings, real estate, IP, and brand value.

  • Clear Transaction Knowledge: Gain a complete view of the sale lifecycle, buyer types, NDAs, LOIs, and the role of your transaction team.

  • Keynote Perspective: Hear directly from industry expert Dr. Anna Lautenschlaeger on Beyond the Exit: What Are You Building Toward? over a seated lunch.

  • Direct Advisor Access: Connect with trusted M&A professionals across 7 core disciplines, including legal, tax, wealth, transaction, insurance, and exit planning.

  • Peer Community: Build relationships and share experiences with fellow South Florida business owners on the same journey.

Program Agenda

  • 8:30 AM: Coffee & Light Breakfast

  • 9:00 AM: Welcome & Opening

  • 9:10 AM: Where Do I Start? - Owner mindset, lifestyle and financial goals, business readiness, vacation test, and roadmap to readiness.

  • 10:10 AM: What Is My Business Worth? - EBITDA multiplier, value factors, quality of earnings, real estate, IP, and brand value.

  • 11:10 AM: How Do I Actually Sell It? - Buyer types, sale lifecycle, NDA and LOI, and transaction team.

  • 12:00 PM: Lunch & Keynote Speaker: Dr. Anna Lautenschlaeger, Beyond the Exit: What Are You Building Toward?

Who Should Attend & Ticket Information

  • Business Owners & Guests ($125 Guest Ticket): Designed specifically for business owners actively planning or exploring an exit within the next 1 to 5 years.

  • EAA Members ($75 Member Ticket): EAA Members may attend for $75 when accompanied by two qualified business-owner guests.

  • Decision-Stage & Family Business Owners: Ideal for leaders evaluating liquidity options, succession plans, and business value enhancement.

Connect. Learn. Prepare for What’s Next.

Your exit may be years away, but the preparation starts long before you decide to sell.

Last year’s Summit was fully booked within days. Tickets are sold on a first-come, first-served basis, so reserve your seat early to secure your spot.

Register Now