Prepare for a Once-in-a-Lifetime Exit and Secure Your Legacy

The Scottsdale Founders Forum is an exclusive, invitation-only event for founders preparing for their first business exit, designed to maximize value, safeguard your legacy, and ensure a smooth transition for your family, company, and community.

Dear Founder,

You’ve spent a lifetime building your business. Now, the time is approaching for one of the most critical milestones in your career: the exit. 

Whether you’ve been leading your company for 20, 30, or even 40 years, this once-in-a-lifetime opportunity must be executed flawlessly. Your family’s future, your company’s legacy, and the wellbeing of your employees all depend on it.

At the Scottsdale Founders Forum, we understand how vital the next few years will be for founders like you. 

This private, exclusive event is designed specifically for first-generation wealth creators who are thinking about exiting their businesses in the next two to five years. 

You’ve worked hard to build something extraordinary — now it’s time to ensure that value is maximized when the time comes to pass the torch.

At the Scottsdale Founders Forum, you will hear from seasoned professionals who specialize in helping founders navigate the exit process. This event will provide the insights and strategies you need to:

The Scottsdale Founders Forum is a Bi-Annual live event with speakers and advisors to help you, the founder, preserve your American Success Story™

Maximize the value of your company before the sale

Plan your exit well in advance to ensure success for you, your family, and your employees

Navigate complex legal and financial decisions with the guidance of industry experts

Ensure your family’s financial security while leaving a lasting legacy for future generations

Transition your company smoothly to a successor who will continue its growth and care for your employees

This event is not for the faint of heart — it’s for founders who are deeply invested in the legacy they leave behind and are ready to take action now to secure the future.

Date: November 6th, 2025. 3:30-5pm
Location: Apply for details
Type: Private, invitation-only event

What You Get:

Exclusive access to expert speakers who buy and sell companies for a living, including:

• A merger and acquisition attorney who will walk you through the legal documents that protect you during the sale.
• An investment banker who specializes in maximizing the value of businesses during exit, ensuring you get the best terms possible.
• A tax CPA who will help minimize the taxes on your sale, so you can retain more of your hard-earned wealth.
• A family CFO from a wealth management firm focused on helping founders plan for their families’ financial future post-exit.

In-depth sessions on preparing for your exit, years in advance.

Personalized insights into building and solidifying value, long before the sale happens.

A chance to network with like-minded founders, sharing strategies and stories from the same unique position you’re in.

Here’s a sneak peak from our last Scottsdale Founders Forum.

Session Highlights

Session 1: Navigating the Legal Landscape of Your Exit

Hear from a merger and acquisition attorney who specializes in representing sellers during business exits. Learn about critical legal documents, including letters of intent and purchase agreements, that protect you and ensure a smooth transaction.

Session 2: Maximizing Your Business Value Before Exit

An investment banker will guide you through the auction process and show you how to get the best price for your company. This session will dive into negotiation strategies that secure favorable terms for you and your family.

Session 3: Minimizing Taxes and Keeping More of What You’ve Built

Meet with a tax strategist who will reveal the steps necessary to minimize taxes on your sale, preserving more of your wealth for your family and philanthropic goals.

Session 4: Planning for Your Family’s Financial Future

A session led by a family CFO who will teach you how to transition from business owner to legacy builder. Discover how to ensure your family’s financial security long after your business is sold.

Attending the Scottsdale Founders Forum isn’t just about planning your exit

It’s about building your legacy. With the help of the industry’s top experts, you’ll ensure that every aspect of the exit process is planned meticulously, leaving no stone unturned.

You’ll walk away from this event with a clear understanding of:

• The timeline for your exit and how to plan years in advance for maximum value
• The team of experts you need to surround yourself with to ensure a smooth transition
• How to navigate the emotional and financial aspects of leaving a company you’ve built from the ground up

This event will help you secure the future you’ve envisioned for yourself, your family, and your company.

Apply To Be Invited

The Scottsdale Founders Forum is a private, by-invitation-only event for founders who are serious about maximizing the value of their business exit and securing their family’s future.

Don’t wait until it’s too late to plan your exit. The decisions you make today will have a lasting impact on your legacy. Take action now to ensure that your once-in-a-lifetime exit is handled with care, precision, and expertise.

Register Now to secure your invitation and take the first step toward a successful transition.

Frequently Asked Questions

Can I bring a business partner or spouse?
Yes, we encourage you to bring any key stakeholders in your business or family to this event.

What if I’m not sure about my exit timeline?
Even if your exit is a few years away, attending the Scottsdale Founders Forum will help you plan and build the foundation for a successful sale when the time comes.

What makes this event different from other exit planning seminars?
This event is exclusive to first-generation wealth founders who are looking to plan their exit in the next 2-5 years. We bring together experts who specialize in maximizing value during exits and ensuring smooth transitions.