Wed, Oct 22
|Hula - Sunset Room
Making the Most of Your Best Asset
You're invited to this exclusive session, designed to provide insights to maximize your business’s value and position it for growth, opportunity, or transition.
Time & Location
Oct 22, 2025, 8:00 AM – 10:30 AM EDT
Hula - Sunset Room, 50 Lakeside Ave, Burlington, VT 05401, USA
About the event
A strategy session providing tactics to grow your wealth while running your business and maximize value intelligently when exiting.
Pro tips for anyone looking to sell their business tomorrow, next year or in the years to come!
You’ll leave with ideas and information on:
Developing a seller’s mindset
Building & extracting wealth as an owner
Dealing with highly appreciated assets
Understanding various sale mechanisms
Hear real-life examples of businesses that did it right ... and lessons from those that have made costly mistakes.
LOGISTICS & SCHEDULE
Parking passes will be provided to registrants via email prior to the event.
8 – 8:30 am
Coffee & Pastries
8:30 – 8:35 am
Welcome & Introduction
8:35 – 8:55 am
Introduction to Exit Planning
8:55 – 9:15 am
Personal Finance & Exit Planning Basics
9:15 – 9:45 am
Strategies for Structuring a Business Sale
9:45 – 10:00 am
DST Overview, Post-Sale Planning
10 – 10:30 am
Informal Q&A & Discussion
Presented by:
Venture 7 Advisors is not affiliated with LPL Financial or Professional Financial Associates.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC