AUG 27 2026 / ATLANTA, GA

The 6th Annual
Business Owner
Excellence Workshop

The Workshop for Executing Successful Business Exits.

The Experience

Whether you’re planning to sell your business in months or years from now, our exclusive one-day, invitation-only Business Owner Excellence Workshop empowers you to become Exit Ready. This immersive, hands-on environment equips you with a tailored exit strategy, a personalized roadmap aligned with your timeline, and proven tactics to maximize your business’s value before a sale. We invite you to discover why this nationally-recognized event is transforming how entrepreneurs prepare for and execute successful business exits.

A complete picture,
not just the transaction.

Most business owners only go through an exit once. This workshop is designed to make sure you’re ready — not just for the deal, but for everything that follows. Legal, financial, and personal.

What you’ll walk away with

Your personalized exit roadmap

Understand the sequence of steps and the timeline that lines up with your goals, not a generic checklist.

Tactics to maximize sale value

Learn which levers actually move the needle on valuation and what to address months or years before listing.

Legal, tax and wealth clarity

Legal, investment, and wealth management professionals collaborate in real time and all in alignment.

What Business Owners Said After Attending…

”

Having legal, investment, and wealth professionals together in one room finally showed me how all the pieces connect. I left with a real plan — not more confusion.

Workshop Attendee

”

I came in skeptical. There were no pitches, no upsells — just honest, practical information. It was exactly what I needed to stop stalling on my exit plan.

Workshop Attendee

”

The short sessions kept me locked in the whole day. I’ve been to plenty of seminars where I check out by noon, but not here. Every conversation felt relevant.

Workshop Attendee

”

This isn’t just about selling your business. It’s about understanding what comes next for your family, your wealth, your legacy. That’s what I didn’t expect going in.

Workshop Attendee

The Team

Our Team surrounds the transaction process and have combined for billions in completed acquisitions. At the Business Owner Excellence Workshop, we will impart our decades of experience and knowledge to help guests effect a successful exit.

Cody Hilbun

CEPA®, AAMS®, WMS®

Founding Partner at Bespoke Capital Advisors of Raymond James

Zach Zirkle

Managing Director & President at IndustryPro

Max Dean

CFP®, CPWA®

Founding Partner at Bespoke Capital Advisors of Raymond James

Rob Cordasco

CPA, CITP

Founder & Owner at Cordasco & Company

Daniel Pakkala

AAMS®

Partner at Bespoke Capital Advisors of Raymond James

Philip Stewart

Founder & Owner at Altius Law

Trace Dilliner

Strategy Manager at Compass Equity Solutions

Caleb Lloyd

CPA

Partner at Smith & Howard

Dan Staffieri

Director at IndustryPro

Natalie Nelkin

Strategy Director at Compass Equity Solutions

Jonathan Colletti

Sr. Strategy Director at Compass Equity Solutions

Seats are limited and that’s intentional.

The Business Owner Excellence Workshop stays small so every attendee gets real answers to real questions. If you’re serious about your exit, this is where you start.

HOTEL GRANADA, MIDTOWN ATLANTA

Hotel Granada

Make your trip effortless by staying at our host hotel, The Granada—located just steps away from the main event space. Blending Spanish-inspired architectural charm with sleek boutique luxury, it offers a stylish, relaxed atmosphere. Please use the following link to access our exclusive discounted room rate for workshop guests.

Business Owner Excellence Workshop
Invesco Building
1331 Spring St NW
Atlanta, GA 30309
REGISTER NOW