EXCLUSIVE EVENT FOR MID-MARKET BUSINESS OWNERS

Join Us at an Upcoming Business Owner's Wealth Forum

Unlock the full value of your business!

UPCOMING EVENTS

June 17, 2025
Buckhead, GA

4:00-5:30

Be part of an exclusive, high-impact event for mid-market business owners focused on building wealth through strategic value creation and exit readiness.

Is Your Business Truly Maximizing Its Value?

The Business Owners Wealth Forum is a quarterly event series built for one purpose: helping mid-market business owners grow their wealth by increasing and protecting the value of their most valuable asset—their business.

Through expert presentations, panel discussions, and peer-to-peer networking, you’ll walk away with actionable strategies you can put to work right away.

Expert Insights

Learn from seasoned professionals about increasing EBITDA, improving business multiples, and preparing for a successful exit.

Risk Mitigation

Discover techniques to identify and reduce operational risks, ensuring long-term sustainability.

Succession Planning

Gain knowledge on developing effective leadership succession plans to maintain business continuity.

Networking Opportunities

Connect with fellow mid-market business owners, industry experts, and potential partners to share experiences and explore collaborations.

Who Should Attend?

Business Owners, Founders, and CEOs of Companies with $10M - $250M in annual revenue.

Want to Maximize Value

Practical steps to enhance your company's value and marketability.

Preparing for Strategic Exit

Understanding of current trends affecting mid-market businesses and how to leverage them.

Concerned about Succession Planning

Access to a network of professionals who can answer your questions and guide to you success.

If You’re Not Yet a Mid-Market Business Owner...

This specific event is tailored for businesses with annual revenues in the $10M–$100M range. If your business is still growing toward this level, we welcome you to stay connected for future resources more aligned with your current stage.

Why Attend

Actionable Strategies

Learn proven strategies to increase EBITDA and multiples

Market Insights

Gain insights from expert advisors who know how to build wealth and have exposure to a wide variety of businesses.

Risk Mitigation

Identify and resolve areas the could be putting your most valuable asset at risk.

Helpful Relationships

Connect with a powerful peer network of other successful business owners

Future Topics

Each quarter we'll be explore topics relevant to maximizing and protecting the value of your business.

Driving Revenue Growth Without Increasing Headcount

Learn proven strategies to increase EBITDA and multiples

Preparing Your Business for a Strategic Sale

Gain insights from expert advisors who know how to build wealth and have exposure to a wide variety of businesses.

How to Build a Scalable and Transferable Business Model

Identify and resolve areas the could be putting your most valuable asset at risk.

Creating a Culture That Adds to Valuation

Connect with a powerful peer network of other successful business owners

Testimonials

Feedback and Reviews

Here's what people are saying about the show.

Rosalie Jacobi

"This course had a profound impact on my podcasting abilities, leading to a significant transformation in the quality of my content. I found that the course not only improved my technical skills, but also helped me to develop a deeper understanding of storytelling and audience engagement, resulting in a more compelling and impactful podcast."

Gurpreet Singh

"I highly recommend this comprehensive and engaging course to anyone interested in learning the art of podcasting. It covers a wide range of topics, including recording techniques, editing skills, and effective storytelling methods. Whether you're a beginner or have some experience in podcasting, this course offers valuable insights that will help you elevate your podcasting skills to the next level."

Kimberly Hand

"I gained invaluable insights and practical tips from the engaging and well-structured course, which have proven to be incredibly beneficial in enhancing both my personal growth and professional development. The knowledge and skills I acquired have positively impacted my decision-making process and have equipped me to tackle challenges with confidence and competence."

FAQs

Find answers to commonly asked questions about the event.

How much does it cost to attend?

There is no cost to attend. This is an invitation-only event for owners and executives of mid-market companies with $10M to $250M in revenue brought to you by our sponsors.

What if I can’t attend in person?

A recording of the keynote and panel discussion will be available on demand after the event. Register to receive access.

Is this event a sales pitch?

This is an educational event designed to provide value to business owners. Advisors from our sponsors will be available for follow-up conversations if requested.

Can I bring a business partner or executive?

Yes, space permitting. Please register them individually or include their name when you RSVP.

Upcoming Events

Space is limited to ensure a highly focused and valuable experience.

June 17, 2025

Buckhead, GA

4:00-5:30

This event is intended for educational purposes only. The Business Owners Wealth Forum does not provide legal or tax advice. You should consult with your legal and/or tax advisors before making any financial decisions. Strategies discussed may not be suitable for all business owners or investors. Participation in this event does not establish a client relationship with any organization sponsoring the event.

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