Mergers & Acquisitions and Wealth Transfer Conference
June 25, 2024
San Diego Marriott La Jolla
4240 La Jolla Village Drive
La Jolla, CA 92037
Conference Overview
Our purpose is to support and provide educational opportunities to entrepreneurs contemplating mergers and acquisitions as a pathway to growth or considering the transfer of their business to future generations or new ownership. As you navigate the journey from entrepreneurship to divestiture, the road ahead can seem daunting. That's why we've crafted an experience that merges the insights of M&A strategies with the wisdom of "Finish Strong," bolstered by a foundation of strategy, organization, and preparedness. At each conference, hosted in collaboration with experts across various cities, we uphold core values of integrity, quality, respect, recognition, and teamwork.
Why to Attend
M&A is and has been a viable option for growth and transition. In the past several years the world has been experiencing the largest transition of wealth it has ever seen. Ten trillion dollars will transfer over the next decade.
M&A and Wealth Transfer Conference is about the JOURNEY. If you have considered M&A as a growth strategy or as a possible exit then where do you begin? Who can you speak with?
We have brought together world class experts in the Entrepreneurial world to create the M&A movie which depicts what you don't want to happen, and the book Finish Strong which outlines the members of a team you may want to have. We spoke with thousands of business owners, CPA's and M&A advisors to aggregate this information.
We bundled this information together with Strategy, Organization and Preparedness and now are presenting this to you for your journey.
Come join us . . .
Schedule
10:00 AM - 4:00 PM:
11:00 - 11:45 PM:
11:45 AM - 1:00 PM:
1:00 - 1:30 PM:
1:30 - 2:30 PM:
Registration Open
Opening Ceremony
M&A Movie Premiere
Break
Breakout Sessions
2:45 - 3:30 PM:
3:45 - 4:45 PM:
Keynote Presentation
Breakout Sessions
M&A Advisor
M&A Attorney
Exit Planner/ Valuation
Strategy, Preparedness and Organization
CPA
Estate Planning
Financial Advisor
Strategy, Preparedness and Organization
4:45 - 5:45 PM:
Shark Tank: We will explore the difference in valuation between VC, PE and Strategic Buyer
2:30 - 2:45 PM:
Break
5:45 - 6:00 PM:
Closing Remarks
6:00 - 7:30 PM:
Networking
Register
MA The Movie
You are personally invited to an EXCLUSIVE, LIMITED ENGAGEMENT movie, 'M&A'. This documentary will provide an in-depth look at the state of mergers and acquisitions to help inform business owners of key considerations to keep in mind when planning to sell a business.
Baby Boomers own 83% of all businesses, worth a combined $10 trillion.* Despite this, only 20% of businesses ever sell. With those daunting figures in mind, 'M&A' follows the story of industry leaders looking to improve that statistic by assisting business owners on the road to selling their companies. 'M&A' is the first MPA-rated documentary on this topic. Don't miss your chance to attend and network with like-minded entrepreneurs, CPAs and tax attorneys.
PEOPLE ARE TALKING... HEAR WHAT THEY HAVE TO SAY
Presenting Partners
Coming Soon.
Location
San Diego Marriott La Jolla
4240 La Jolla Village Drive
La Jolla, CA 92037
A cliff-top community perched on the San Diego coastline, La Jolla, or Jewel City, may technically be considered San Diego, but this is truly a destination unto itself. The Marriott La Jolla invites you to put a little sparkle in your travels – to explore far and wide, and then settle into spacious rooms and suites, packed with amenities like free WiFi, luxe bedding, and flat-panel TVs to make your stay uncomplicated, unforgettable, and brilliant. Keep up with workout goals in the outdoor pool and fitness center. Start your morning with a delicious breakfast at Fresh. For lunch and dinner, dine at Amuse, featuring flavorful California cuisine and full bar service.