There comes a time in every small business when the founder is ready for ‘what’s next’ in their life. Business transition planning is something I work on a lot with clients and that’s why I am serving on the Advisory Board to help bring a Business Transitions Summit event to Arizona on February 25, 2025.
Use Discount Code FLOURISH to SAVE $100 on Your Event Registration!
Here’s what you should know about the event, and why you should attend.
Attendees looking to scale their business will walk away with:
Actionable Growth Strategies – Clear, proven methods to scale your business, attract new customers, and boost revenue effectively.
Tools and Resources for Implementation – Practical frameworks, cutting-edge tools, and insights that can be immediately applied to drive results.
Valuable Networking Opportunities – Connections with like-minded professionals, industry leaders, and potential partners to foster collaboration and support.
Business owners preparing to exit their businesses will have these key takeaways:
Desired Outcome Clarity – Define your net monetization goals, outline outcomes for key stakeholders who contributed to building your business, establish plans for the company’s future direction, and determine control and timing objectives. Clear outcomes in these areas create alignment and provide a focused, strategic path forward.
Explore Exit Options – Learn different ways to transition or sell your business, such as passing it to the next generation, partnering with investors, selling to employees, restructuring finances, going public, or selling to outside buyers (strategic partners or financial investors). You can also consider combining these approaches to find the best fit for your goals.
Managing Tax Implications – Learn how to navigate capital gains taxes, estate planning, philanthropy, and other strategies to minimize tax burdens and maximize net proceeds.
Preparing Mentally and Emotionally – Address the psychological challenges of exiting, set post-exit goals, and create a legacy plan to transition smoothly.
If you join me at this one day event in Scottsdale, you can expect to gain knowledge and confidence to implement these strategies with tangible resources and a support network.



