Agenda at a Glance

A detailed agenda with session timing is COMING SOON. Until then, please see session topics below that will be covered during the event.

*Agenda subject to change

Agenda at a Glance

Here's an overview of what's happening at the event!
December 8th, 2026
  • ITN Grow Meet & Greet on the Pool Deck
    5:00 PM - 7:00 PM
December 9th - Day 1
  • Intro, Overview, Acronyms & Key Concepts
    8:00 AM
  • Define Your Why, Mode, and Personal Vision
  • Select Key Subject Matter Experts
  • Prepare for Transition Readiness - Business, Baseline Valuation, Financial, and Personal
  • Company Structure
Lunch Day 1
  • Lunch
    12:00 PM - 1:00 PM
December 9th - Day 1 Afternoon
  • Financial Deep Dive - Tax planning and formal Quality of Earnings
    1:00 PM
  • Prepare the Book and Data Room - Confidential Information Memorandum (CIM) and Digital Data Room (DDR)
  • The Deal - Buyer's list, go to market strategy, Indications of Interest (IOIs), management presentations, and Letters of Intent (LOIs), understanding Private Equity
  • IT Nation Grow Mixer
December 10th - Day 2
  • The Deal - Buyer's list, go to market strategy, Indications of Interest (IOIs), management presentations, and Letters of Intent (LOIs), understanding Private Equity (continued)
    8:00 AM
  • Deal Structure - Cash at close, rollover equity, earn out, stock, seller's note, ongoing employment, other
  • Due Diligence and Closing - Due diligence deep dive, definitive agreement, and closing
Lunch Day 2
  • Lunch
    12:00 PM - 1:00 PM
December 10th - Day 2 Afternoon
  • The Transition - Integration, earn-out, and emotional rollercoaster
    1:00 PM
  • Post Transition - End of form role, transition to next chapter (purpose/meaning, identify, relationships, structure) and freedom