11/24/2025
Real experience. Real results. Real money. Meet the Legacy Exit Mastermind™ speakers!
This is an incredible lineup of nine experts, who will be speaking December 9 at the full day strategic Mastermind™ workshop at Cincinnati's #1 luxury hotel. Be exit ready.
These professionals are leaders in valuation, tax, legal, financial planning, succession, leadership development, business strategy, construction and facilities management and what customers want. Speakers will be with you--in one safe environment where owners can speak openly, learn, and level up their exit strategy.
Learning is about engaging with those who've walked your path. It isn't about theory from consultants who've never turned a wrench or signed a paycheck. Hear and talk with:
✓ An owner operator who as built, scaled, and successfully exited two contracting businesses with over 30+ years of experience from welding school to the boardroom.
✓ Two battle-tested seasoned national construction and facilities management operators who manage 2,800 + locations between both of them and have negotiated millions in contracts with contractors. They'll share what actually makes them choose one contractor over another and what it takes to keep business and provide excellence.
✓ An executive MBA and entrepreneur professor, startup investor and mentor, entrepreneur, connector, founder P&G alumni network
✓ A wealth advisor who's guided 20+ years' worth of business owners on all facets of their financial picture specializing in pre-litquidity strategy and competitive sell side preparation optimizing tax outcomes
✓ A M&A expert with 35 years in large and small companies and hundreds of transactions- who'll show you the difference between a good deal and a great one.
✓ An entrepreneur who built and exited a tech company, grew up in a contractor family and say first-hand how hard it is to keep great people and plan for succession. Now he helps contractors retain talent without giving up control.
✓ Trusted counsel experienced in transactions. Learn what matters in LOI,s purchase agreements and disclosure schedules
✓ A PCC and ELI-MP delivering results at Fortune 250 corporations and organizations of all sizes with coaching and organizational development through her expertise. She empowers clients to develop emotional intelligence, communication skills, critical thinking skills and leadership presence. Individuals expand their current capacity, move through unproductive ways and achieve goals.
And here are the expert speakers: Kevin Bruegge, CEPA®, Dino Lucarelli, CPA, Evan Nolan, Cindy Weingartner, PCC, ELI-MP, Kingen, Mike Halloran, Kyle Brekke, Chris Buttenham
Ready to put in place Your 2026 HVAC Exit Roadmap? Sign up to Build Value. Maximize Payout. Transition Successfully. Apply to attend today, while space is still available! Only 6 spots left. https://b-amzng.ac-page.com/legacy-exit-mastermind
https://www.bizjournals.com/cincinnati/calendar/538875
