Vistage Events & Executive Summit - Leadership Training

Boca Raton Vistage Summit

Written by Vistage Florida | Jan 7, 2025 9:14:58 PM

Vistage is the leading business advisory and executive coaching organization.

A Vistage Summit is a powerful resource calibrated for CEOs and business owners who are driven to achieve next-level results for their companies, their leadership teams and themselves.

If you are a business owner or CEO who has been in contact with a Vistage Florida Chair, join us for an interactive session featuring a panel of expert business leaders and an opportunity to experience how Vistage Groups work through business decisions.

 

How to Attend

Thursday, February 20, 2025: 7:30 a.m. - 10:30 a.m.

Royal Palm Yacht & Country Club
2425 West Maya Palm Dr., Boca Raton, FL 33432

 
 
Expert Panelists
Topic: Maximize Your Business Value for Legacy and Liquidity

Christopher Michelson - Founder of Strategic Family Capital. Specializes in succession planning, capital markets, and investment management.

Pete Worrell - Co-CEO of Bigelow, Entrepreneur, and Author.  M&A Advisor working exclusively with Owners of high performing companies.

Nicholas Guerra - Managing Partner at Guerra Tax and Wealth Planning, PA. Nick Assists high net worth individuals with general estate planning, advanced wealth transfer planning, and income tax minimization strategies.

 

Why Attend?
  • Learn from seasoned experts who have successfully guided businesses through complex exit strategies.
  • Gain expert-driven strategies to maximize your business' value
  • Prepare for a successful exit, whether it is soon or in the future.
  • Engage in an interactive session with top leaders to gain perspective and discuss relevant challenges.