EXCLUSIVE EVENT FOR MID-MARKET BUSINESS OWNERS
Join Us at the Business Owner's Wealth Forum
Unlock the full value of your business!
NEXT EVENT
June 17, 2025
Buckhead, GA
4:00-5:30
Be part of an exclusive, high-impact event for mid-market business owners focused on building wealth through strategic value creation and exit readiness.
BROUGHT TO YOU BY
Is Your Business Truly Maximizing Its Value?
The Business Owners Wealth Forum is a quarterly event series built for one purpose: helping mid-market business owners grow their wealth by increasing and protecting the value of their most valuable asset—their business.
Through expert presentations, panel discussions, and peer-to-peer networking, you’ll walk away with actionable strategies you can put to work right away.
Expert Insights
Learn from seasoned professionals about increasing EBITDA, improving business multiples, and preparing for a successful exit.
Risk Mitigation
Discover techniques to identify and reduce operational risks, ensuring long-term sustainability.
Succession Planning
Gain knowledge on developing effective leadership succession plans to maintain business continuity.
Networking Opportunities
Connect with fellow mid-market business owners, industry experts, and potential partners to share experiences and explore collaborations.
UPCOMING FORUM TOPIC
June 17, 2025
Buckhead, GA
How To Maximize the Intangible Value of Your Business
90% of the value of Fortune 500 companies is intangible—brands, systems, culture, and innovation.
You don’t need to be a billion-dollar enterprise to benefit from the same strategies.
In this session, we’ll explore how mid-market businesses can:
Build value through intellectual property, processes, and culture
Reduce dependency on the owner
Create differentiation that commands higher multiples in a sale
PRESENTER
Darrell Amy
Darrell is a Certified Exit Planning Advisor (CEPA) and the author of The Business Owner’s Guide to Maximize Business Valuation and Revenue Growth Engine .
With over 30 years of experience helping mid-market companies grow revenue and increase valuation, Darrell brings strategic insight into what makes businesses attractive to buyers.
As the creator of Value Creation Engines, he works with business owners and their advisors to accelerate growth and prepare for successful exits.
AGENDA
4:00 Welcome & Presentation
4:45 Panel Discussion & Q&A
5:30 Cocktail Networking Reception
PANELISTS
Get answers to the tough questions from these panelists.
Darrell Amy
CEPA
Value Creation Engines
Jon LeDoyen
CFP, CIMA, CEPA
UBS Financial Services
Who Should Attend?
Business Owners, Founders, and CEOs of Companies with $10M - $250M in annual revenue.
Want to Maximize Value
Practical steps to enhance your company's value and marketability.
Preparing for Strategic Exit
Understanding of current trends affecting mid-market businesses and how to leverage them.
Concerned about Succession Planning
Access to a network of professionals who can answer your questions and guide to you success.
If You’re Not Yet a Mid-Market Business Owner...
This specific event is tailored for businesses with annual revenues in the $10M–$100M range. If your business is still growing toward this level, we welcome you to stay connected for future resources more aligned with your current stage.
Location
Two Alliance Center
3560 Lenox Rd NE
4th Floor Conference Room
Atlanta, GA 30326
Why Attend
Actionable Strategies
Learn proven strategies to increase EBITDA and multiples
Market Insights
Gain insights from expert advisors who know how to build wealth and have exposure to a wide variety of businesses.
Risk Mitigation
Identify and resolve areas the could be putting your most valuable asset at risk.
Helpful Relationships
Connect with a powerful peer network of other successful business owners
Future Topics
Each quarter we'll be explore topics relevant to maximizing and protecting the value of your business.
Driving Revenue Growth Without Increasing Headcount
Learn proven strategies to increase EBITDA and multiples
Preparing Your Business for a Strategic Sale
Gain insights from expert advisors who know how to build wealth and have exposure to a wide variety of businesses.
How to Build a Scalable and Transferable Business Model
Identify and resolve areas the could be putting your most valuable asset at risk.
Creating a Culture That Adds to Valuation
Connect with a powerful peer network of other successful business owners
Register Now
Take a Minute to Reserve Your Seat
This forum is designed exclusively for owners and executives of businesses in the $10M–$250M range.
EVENT DETAILS
June 17, 2025
4:00-5:30
Two Alliance Building
3560 Lenox Rd NE
4th Floor Conference Room
Atlanta, GA 30326
Testimonials
Feedback and Reviews
Here's what people are saying about the show.
Rosalie Jacobi
"This course had a profound impact on my podcasting abilities, leading to a significant transformation in the quality of my content. I found that the course not only improved my technical skills, but also helped me to develop a deeper understanding of storytelling and audience engagement, resulting in a more compelling and impactful podcast."
Gurpreet Singh
"I highly recommend this comprehensive and engaging course to anyone interested in learning the art of podcasting. It covers a wide range of topics, including recording techniques, editing skills, and effective storytelling methods. Whether you're a beginner or have some experience in podcasting, this course offers valuable insights that will help you elevate your podcasting skills to the next level."
Kimberly Hand
"I gained invaluable insights and practical tips from the engaging and well-structured course, which have proven to be incredibly beneficial in enhancing both my personal growth and professional development. The knowledge and skills I acquired have positively impacted my decision-making process and have equipped me to tackle challenges with confidence and competence."
CAN'T ATTEND?
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FAQs
Find answers to commonly asked questions about the event.
How much does it cost to attend?
There is no cost to attend. This is an invitation-only event for owners and executives of mid-market companies with $10M to $250M in revenue brought to you by our sponsors.
What if I can’t attend in person?
A recording of the keynote and panel discussion will be available on demand after the event. Register to receive access.
Is this event a sales pitch?
This is an educational event designed to provide value to business owners. Advisors from our sponsors will be available for follow-up conversations if requested.
Can I bring a business partner or executive?
Yes, space permitting. Please register them individually or include their name when you RSVP.
Reserve Your Spot Today
Space is limited to ensure a highly focused and valuable experience.
This event is intended for educational purposes only. The Business Owners Wealth Forum does not provide legal or tax advice. You should consult with your legal and/or tax advisors before making any financial decisions. Strategies discussed may not be suitable for all business owners or investors. Participation in this event does not establish a client relationship with any organization sponsoring the event.
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