About This Event
Join us for the inaugural Business Owner Transition Roundtable!
This in-person event will focus on sharing insights, trends, opportunities, challenges, and developments related to helping business owners successfully transition their businesses with the support of financial advisors.
Our goal is for attendees to learn techniques and processes that will enable advisors to capture the $14 trillion in wealth expected to become available by 2033, as privately held business owners transition.
Attendees will include executives from national, regional, and independent broker-dealer firms, as well as RIA firms.
Sponsor companies include representatives from private equity firms, insurance companies, service providers, technology firms, valuation firms, and other firms that support business owners as they prepare for a successful transition.
Thanks to the support of our sponsors, there is No Charge for the distributor attendees to attend this event.
Complimentary items include accommodations at the host property for the days of the event, all event-related food and beverage, and travel reimbursement.
Special Thanks To Our Sponsors
Event Details
When
Start : June 3, 2026 at 12:00 PM
End : June 4, 2026 at 1:00 PM
Central Time
Where
The Westin Nashville
807 Clark Place, Nashville, 37203, USA
Contact Us
Saltzman Associates events@saltzmanassociates.com (704) 243-4512
Speakers
Tina Corner Stolz
Scott Stolz
Business Owner Transition Roundtable
Wednesday, June 3 – Thursday, June 4
The Westin Nashville
HIGHLIGHTS INCLUDE
Best practices and strategies for what is working, not working in engaging privately held business owners for exit planning
An up close and personal seat at the table to hear challenges and key initiatives as well as provide expert insight
THE COUNTDOWN BEGINS
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