THE SUMMIT FOR GROWING AND SELLING YOUR BUSINESS


Coming Soon!

Why Elevate?


 

Elevate brings the solutions you need

All business owners face struggles at one point or another.  Whether it's lack of business knowledge, cash flow, a volatile economy, or not knowing how to transition out of your business, no one can be the expert in everything and that is why we have created Elevate. This premier summit brings business experts and thought leaders together under one roof to work with you to solve your problems. 


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Take Control of Your Business

KNOW YOUR RISKS

Identify the threats that stand between you and your best outcome, whether that's durable growth or achieving top dollar in the event of a sale.

ASSEMBLE YOUR ADVISORY TEAMS

Feel better prepared to plan and make timely, profitable business transactions, and you'll know advisors you can trust.  It takes a village to build a strong business and optimal exit.

EXIT ON YOUR TERMS

An exit-ready business is one which is durable and profitable every day.  Put yourself in a position to take advantage of markets as they change. 

This summit is for you if you are...

  • Business Owner or C-Suite Executive
  • A company with revenues of $5M - $50M
  • Recognize that at some point you are going to want to exit your business
  • Wanting to network with CPAs, Attorneys, Investment Bankers, and Financial Advisors who are experts in M&A

This summit is not for

  • Main Street Businesses such as Bars, Restaurants, Retail
  • Business Brokers and Intermediaries
  • A company with revenues of less than $5M

Speakers

Jennifer Fondrevay

Keynote Speaker, Consultant, Author, Speaker

Day1 Ready

Peter Reichard

President

Utah Foundation

Troy Tucker

Founder and CEO

Blue Sky Business Resources

Amy LaSala

Vice President of Ops

Blue Sky Business Resources

Dr. David Gruder

M&A Success Psychologist

Blue Sky Business Resources

David Stahl

Market President - Utah

Hillcrest Bank

Chris Badger

Partner

NowCFO

Jason Tuzinkewich

COO

Blue Sky Business Resources

Bill Kidd

Founding Principal

   Kidd & Company

Brian Pettersen

Senior M&A Advisor 

Blue Sky Business Resources

Kirk Sigmon

Attorney

Banner Witcoff

Scott Kelly

Attorney

Banner Witcoff

Carolina Hensley

Principal

Prospect Equity Partners

Jeremy McAdams

Principal

ClifftonLarsonAllen

Aron Plucinski

Vice President of Elevate

Blue Sky Business Resources

Heidi Westfall

Financial Advisor

Wasatch Front Financial Advisors

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Wasatch Front Financial Advisors is a separate entity from WRI. Investing involves risk and the potential to lose principal. Waddell & Reed, Inc. and Blue Sky Business Resources, LLC are not affiliated entities.

Check out this awesome Swag that could be

coming your way with your registration!!

 

giveaways

SUMMIT AGENDA


All times are shown in Mountain Time Zone

8:00 - 8:45       Welcome and Economic Update

8:45 - 9:05       Hidden Variable that Drive a Higher Value/Price

9:05 - 9:25       Legal Elements of Effective Management

9:25 - 9:40       BREAK - Visit Exhibitor Booths

9:40 - 10:00     Leveraging Your Financials to Achieve More

10:00 - 10:20   Protecting Your Edge: How to Defend Your Business and Make                             Money Through Patents, Trademarks, and Copyrights

10:20 - 10:35   BREAK - Visit Exhibitor Booths

10:35 - 11:35   Seller’s Panel: Every Exit is An Entry Somewhere Else

11:45 - 12:45   Lunch & Keynote Speaker

12:45 - 1:00     BREAK - Visit Exhibitor Booths

1:00 - 2:00       Buyers’s Panel: Making an Entrance

2:00 - 2:15       BREAK - Visit Exhibitor Booths

2:15 - 2:35       Curb Appeal: Accounting & Tax Considerations That Make Your                           Company More Attractive

2:35 - 2:55       Looking Through the Peephole: Personal Financial Perspective                           & Your Business

2:55 - 3:55       The M&A Process and How Do You Market Your Business

3:55 - 4:10       BREAK - Visit Exhibitor Booths

4:10 - 5:10       Psychological Door Openers for Buying and Selling a                                           Business

5:10 - 7:00       Networking


Our Sponsors

We are excited to collaborate with our sponsors to help open those doors for you.