The $10M+ Owner Masterclass: Buy, Build, Sell 90 minutes on acquisitions, exit planning, and the tax strategy that connects them.
The $10M+ Owner Masterclass
Buy, Build, Sell
90 minutes on acquisitions, exit planning, and the tax strategy that connects them.
A wave of business owners are heading for the exit — andmost of them aren't ready. Their financials aren't clean. Their operations aren't transferable. And nobody's askedthem the tax question that determines whether they keep 60 cents on the dollar or 85.
On the other side, owners are acquiring faster than ever — buying competitors, rolling up service businesses, adding revenue. But most are structuring deals without asking how today's purchase affects tomorrow's exit.
Both sides are making the same mistake: their CPA, M&A advisor, and exit planner aren't in the same conversation.
Friday, March 20th at 9:00 AM PT, four experts are sitting down for a focused, 90-minute working session on the full lifecycle: buying, building value, and selling — with the tax strategy that ties it all together.
This is a get-to-work, learn-what-you-need-to-know session.
If you're thinking about buying or selling, this is the meeting you need.
WHAT WE'RE COVERING
The exact questions to ask before you acquire, scale, or exit.
The Buy — Acquiring to Scale
You found a business you want to buy. How do you know the financials are real? Should you buy the assets or the stock? How does the way you structure this deal affect your taxes — not just now, but when you eventually sell? And what are PE firms seeing in these deals that you're not?
The Build — Making Your Business Worth More Than You Think
You're profitable. But would someone pay a premium for your business tomorrow? There's a difference between a company that makes money and a company that runs without the founder. We're covering what buyers actually look at — and what makes them walk away.
The Sell — Keeping More of What You've Built
When it's time to exit, the deal structure determines whether you keep 60 cents on the dollar or 85. Most owners don't involve their CPA until the deal is already in motion. By then, the most valuable tax decisions have already been made for you — usually wrong.
Live Q&A: Ask your specific questions and get real answers real EXPERTS
Meet the Experts
WHY THESE FOUR EXPERTS IN THE SAME ROOM?
Most business owners have a CPA. Many have an attorney. Some have a financial advisor. But almost none of them have ever had their tax strategist, M&A advisor, and exit planner in the same conversation.
That's the gap — and it's expensive.
Your CPA is optimizing for this year's return. Your M&A advisor is focused on the current deal. Your exit planner — if you have one — is thinking 3 years out. Nobody's connecting how the structure of today's acquisition affects the tax outcome of tomorrow's sale.
This session puts all four perspectives at the same table for 90 minutes. Not as a panel of talking heads — as a working conversation about the decisions you're actually facing.
Laura Dohanes, CPA
Host | Tax & Wealth Strategy
Laura works with business owners in the $5M–$20M
range on entity structure, tax-efficient exits, and wealth preservation. She's the CPA who asks the questions your current accountant hasn't thought of yet.
Josh Koza
Exit Planning Institute | Director of Strategic Relationships
Josh works across EPI's network
of 8,000+ Certified Exit Planning Advisors. He sees what's working, what's failing, and what the best-prepared owners are doing differently when it comes time to exit.
Shaaya Sharifi
Exit Consulting Group | M&A Advisory
Shaaya is an M&A advisor who helps business
owners buy and sell companies. He handles deal
origination, financial due diligence, and transaction
structuring — and he knows exactly where deals fall apart.
Andrea Steinbrenner, CEPA
Exit Consulting Group | CEO
Andrea spent a decade in operational and financial
leadership at TGG Accounting before becoming CEO of Exit Consulting Group. She's a Certified Exit Planning Advisor who understands how businesses are built, run, and made ready to sell. Named one of the Top 50 Women Leaders of California for 2025.
Whether you're buying, building, or planning your exit — the decisions you make in the next 12 months will determine your outcome. This is 90 minutes with the people who should be at your table when you make them.
WHO THIS IS FOR:
You run a business doing $5M–$20M in revenue. You're not a startup — you've built something real. And right now you're probably in one of these situations:
You're buying. You've already acquired a business or you're looking at one. You're moving fast — maybe faster than your advisory team can keep up with.
You're building. You know your business could be worth more, but you're not sure what a buyer would actually pay for it today — or what's holding the number down.
You're thinking about getting out. Not tomorrow, but in the next couple of years. And you haven't had the conversation with your CPA about what that actually looks like from a tax perspective.
You're doing all three at once. And nobody on your team is connecting the dots between them.
Even if you have a great accountant, you've probably never had your CPA, M&A advisor, and exit planner in the same room at the same time. That's what this is.
Limited spaces available. This event is for business owners who want to stay ahead of the new tax rules and protect their profits.
WE START IN
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