The Power of Independence: Perpetuation of Privately Owned Business

Join us for an exclusive, executive-level session designed for CFOs, CEOs, and business owners navigating one of today’s most important strategic decisions: how to grow, sustain, and perpetuate your business.

This half-day experience will explore the long-term value of independence, bringing together industry experts and business leaders who have successfully built and sustained privately held and employee-owned organizations.

Attendees will gain insights into today’s ownership landscape, including private equity, ESOPs, and privately held business models, while exploring market trends shaping the future of independent companies. Sessions will cover key financial, legal, governance, and succession considerations that support long-term growth and ownership continuity.

The program will also feature a panel discussion with leaders from independent and employee-owned organizations sharing firsthand perspectives on ownership structure, culture, long-term decision-making, and lessons learned. Attendees will leave with practical insights to help evaluate and strengthen their own path to independence.

EVENT AGENDA
12:30 – 1:00 p.m. – Arrival & Lunch
1:00 – 1:15 p.m. – Welcome & Event Kickoff
1:15 – 2:00 p.m. – Market Landscape
2:00 – 2:30 p.m. – Financial & Legal Considerations
2:45 – 3:45 p.m. – Power of Independence Panel
4:00 – 5:00 p.m. – Happy Hour & Networking