Please note:  This is an exclusive event for CEOs, presidents and business owners of second-stage companies. 

Join us for the next GrowFL Breakfast Boost on Friday, August 7, 2026 at 8:30am at Northern Trust in Stuart featuring Bill West, Acquisitions Experts.

Why Attend?

This session will focus on a topic that touches every entrepreneur sooner or later: how to prepare for what comes next. Too often, business owners put off conversations about succession planning, valuation, and operating agreements until it’s too late — or until an unexpected phone call forces quick decisions. This event is an opportunity to step back, gain perspective, and begin planning with clarity and purpose. You’ll hear from Northern Trust and local transition strategist Bill West, who will share practical insights on the questions every owner should be asking:

• What steps can I take now to protect the value I’ve created?
• How do I structure agreements that anticipate more than just the “worst case” scenario?
• What does “starting with the end in mind” really look like for my business and my family?

After a short presentation, we’ll move into a facilitated roundtable discussion. This interactive format encourages candid dialogue among peers, allowing participants to share their experiences, challenges, and ideas in a trusted setting.

Key Takeaways:

Clarity on Succession Planning: Attendees will understand why it’s critical to “start with the end in mind” and the steps to begin preparing for an eventual ownership transition well before it’s needed.

Insights on Valuation and Agreements: Participants will learn how business valuation and properly structured operating agreements directly impact transition options, business continuity, and legacy protection.

Actionable Peer Perspectives: Through the facilitated roundtable, attendees will gain practical ideas and strategies from fellow business owners and advisors facing similar challenges, leaving with actionable next steps tailored to their own businesses.