Case Study: From Uncertainty to Strategic Clarity

How One Day at the Business Transitions Summit Transformed a Business Owner’s Future. The Challenge: “I Know I Need to Do Something... But What?”

When Sarah, a second-generation business owner from Arizona, first came across the Business Transitions Summit, she wasn’t planning an exit. She was running hard, pulled in a dozen directions, and hadn’t given much thought to her long-term transition strategy.

But she had lingering questions.

How do I grow without losing control? What would my business be worth if someone asked to buy it? Is what I’m building truly transferable?

She attended the Business Transitions Summit last year. Sarah’s Result: Confidence and a Clear Path Forward. Sarah came to the summit with questions. She left with a strategy and community.

She realized she didn’t need to have all the answers; she just needed the right framework. She clarified her goals, uncovered value drivers she hadn’t considered, and left with a plan to build a business that works without her every day. She also met a couple of other business owners who were in her shoes, and one who had been there. 

Her takeaway?

“This was the most valuable day I’ve ever spent on the business, not just in it.”

The Summit: One Day. One Decision. Big Results.

On April 28, 2026, more than 100 business owners will gather at Charles Schwab Headquarters in Westlake. The summit is designed for one purpose: to help owners gain clarity on where they are, what’s next, and how to get there.

Led by experts in business valuation, M&A, and value-building strategy, BTS is built for action, not theory. Attendees learn how to:

• Grow enterprise value

• Reduce owner dependency

• Navigate transition options (even years in advance)

• Prepare for due diligence

• Create a roadmap for scaling or exiting

• This isn’t a sales pitch. It’s a day designed to equip you with practical, actionable insight—whether you plan to exit in one year, ten years, or never.

Your Invitation: Join Us in North Texas.

If you’re a business owner thinking about how to grow, exit, or strengthen your company, this event is for you.

Date: April 28, 2026

Location: Charles Schwab Headquarters, Westlake, TX

Audience: Business owners only 

Don’t leave your future to chance. Build momentum. Transform your business. Shape what’s next.