CEO Workshops Session 1 - Building Your Exit Dream Team: Why Values-Aligned Advisors Matter Before the Deal
10:15am - 11:15am
Many CEOs wait until they're approached by buyers to assemble their advisory team, but the most successful exits begin years earlier. This workshop explores why bringing together an attorney, accountant, and wealth manager who share your values is critical to maximizing not just financial outcomes, but personal fulfillment. Learn how an informal board of aligned advisors can help you navigate tax strategies, legal structures, and wealth preservation while staying true to what matters most to you. Discover the questions to ask potential advisors to ensure they understand your vision for life after exit.
Where
The Renaissance Hotel Asheville
Wednesday
10:15am
Are You Exit-Ready? Maximizing Wealth and Mission Pre and Post Liquidity Event
10:15am - 12:30pm
Building a great, mission-driven company is only half the battle — knowing how to protect and grow the wealth that comes from selling it, and sustain your mission is the other half. In this panel, experts in financial planning and sustainable investing share key guidance on both what to do pre-liquidity event as you are negotiating an exit, as well as levers that can be used post-liquidity to stay true to your mission and values. This dynamic panel will cover a range of topics from tax planning and estate and gift structuring to sustaining and integrating mission in personal portfolios while achieving investment diversification. Too many founders arrive at the finish line unprepared, leaving significant money — and opportunity — on the table. Whether your exit is years away or on the horizon, this session will give you the practical playbook to make sure you're ready when the moment comes.
