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Here’s What You Get:
Who is this Online Summit for?
1. Acquisition Entrepreneurs and Consultants
Develop the Art of Buying Businesses: Get proven strategies to identify, negotiate, and acquire high-value companies (even for little-to-zero money down)
Discover Proven Due Diligence Methods: Protect yourself & avoid the pitfalls of a bad deal
Consultants — Uncover ways to leverage your expertise to earn percentages in companies with consulting-for-equity offerings
2. Business Owners
Scale Like a Pro: Discover how to rapidly grow your company using uncommon and counterintuitive techniques — including growth-through-acquisition
Enjoy More Time Freedom: Remove yourself from the day-to-day operations to enjoy more personal time while the business grows
Boost Your Business Value: See what could make your company irresistible to investors or buyers
3. Investors
Spot Winning Deals: Find out more about identifying high-potential M&A opportunities
Wealth Protection: Discover new ways to manage and grow your existing wealth
Capital-Raising Tips for 2025: Looking to raise outside money? See innovative techniques to connect with fellow investors, family offices, and more
4. M&A Professionals
See What’s Working Now: Get the latest trends in negotiations, acquisitions, business advising
Close Deals Faster: Discover tools & tactics to streamline complex transactions.
Grow Your Network: Connect with business owners, investors, and acquisition experts
Meet Your Expert Speakers
Enjoy Live & Pre-Recorded Talks from the World’s Leading Business, M&A, and Financial Experts Experts as They Reveal Their Industry Secrets for 2025
Jeremy Harbour
Topics: Why Buy Companies Instead of Starting Them, How to Identify Target Acquisitions, How to Create Wealth Doing Deals, and More
Jeremy is a globally renowned M&A expert who runs a 1000+ member community of acquisition entrepreneurs. He has investments in 12 countries & has been involved in over 300 deals.
As a sought-after speaker, he’s been featured on stages all over the world — even having been invited to The British Houses of Parliament to advise on matters of business and enterprise.
Carl Allen
Topics: Be a 9-Figure Dealmaker: M&A, Creative Financing, and Business Roll-Ups
Carl is an entrepreneur, investor, and dealmaker who’s worked on more than $48 billion in transactions, including 450+ acquisitions & sales.
With nearly 3 decades of experience — including time as a Wall Street executive — he’s analyzed thousands of businesses across 23 sectors in 17 different countries.
Carl has coached & mentored over 27,000 people to leverage acquisitions to create cash flow, wealth, and impact.
Nick Bradley
Topic: “Exit For Millions – The Private Equity Blueprint For Scaling & Selling Your Business For Maximum Value”
Known as “The Exit Guy,” Nick is an independent business advisor who has over a decade of experience in private equity — with 100+ lifetime acquisitions, 26 businesses sold, and $5 billion+ in value created.
His business podcast about scaling has been ranked in the top 1% globally, and his new book will release in 2025 (with the same title as his Summit topic above).
Roland Frasier
Topics: Acquiring for Growth Through Bolt-on & Adjacent Market Acquisitions, Creative Financing, Consulting For Equity
Roland Frasier is an investor, mentor, and business strategist with over 1,000 acquisitions and exits completed for himself and his clients. His current portfolio of companies generates annual sales of over $6.3B across 38 different verticals.
He has been a principle of 6 different Inc. fastest growing companies, and he serves on the Stanford University Advisory Board for Global Projects. He has interviewed Sir Richard Branson, Sarah Blakely, Arnold Schwarzenegger, and many other well-known entrepreneurs on his award winning business podcast.
Adam Coffey
Topics: Scaling Businesses, Using M&A as a Growth Accelerator, Exits & Private Equity
With 21+ years of experience as a CEO, Adam built 3 national service companies for 9 private equity sponsors, during which time he completed 58 acquisitions. His track record includes outcomes measured in the billions, averaging 5x MOIC at exit.
Known well as the best-selling author of “The Private Equity Playbook”, Adam is also an international speaker, former GE executive, pilot, and US Army veteran.
Allison Maslan
Topic: “Building a Founder-Independent Enterprise for Maximum Acquisition Value”
Strategic exits don’t happen by accident — they’re engineered through intentional system design & scalable operations. If your company still depends on your daily involvement, you’re not just limiting your growth, you’re significantly reducing your acquisition value.
In this high-impact session, Allison Maslan — CEO of Pinnacle Global Network®, founder of 10 successful companies, and WSJ Best-Selling Author of “Scale or Fail” — will reveal the blueprint for building a company that attracts premium acquisition offers. With experience helping 150,000+ founders scale, she’ll also show strategic buyers how to find opportunities.
Mike Agugliaro
Topic: “How I started & scaled 2 companies in 2 different industries before selling each for 8-figures”
After founding a small electrical business in 1994, Mike transformed his company into a $32 million p/ year home services empire with over 200 employees.
He exited that company and then founded CEO Warrior, which coached over 1,000 home services business owners to scale revenue beyond $10 million. He sold that company to private equity in 2020.
Ryan Tansom
Topic: Independence by Design™ – The Owner’s Playbook for Time, Cash Flow, and Wealth
Ryan’s journey began in his family’s $21 million business, where he helped turnaround a $1M annual loss into an 8-figure sale. While the exit was financially successful, it also came with hard lessons — massive taxes, team losses, and a realization that most owners don’t have a clear framework for aligning their business with their personal and financial goals.
Since then, he’s worked with thousands of business owners to generate time freedom, sustainable cash flow, and long-term wealth.
Ron Diamond
Topic: Everything You Need to Know about Family Offices
Ron is the founder of Family Office World Media & of Diamond Wealth — a syndicate of over 100 Family Offices sized from $250M to $30B.
He leads the Chicago chapter of TIGER 21, an organization for ultra-high-net-worth entrepreneurs, investors, and executives. Earlier in his career, he also founded Pinnacle Capital —a $250 million hedge fund that outperformed the S&P 500 for a decade.
Beyond his leadership roles, Ron has been involved in academia & advisory work, with current & former involvement at the University of Chicago Family Office Initiative, Stanford Family Office Initiative, and Aspen Institute.
Perry Marshall
Topics: What is Network Effect for Mere Mortals? What TWIST makes dialing in sales/ operations/ systems different from pitching investors? What is the “7-figure desert?”
Perry Marshall is one of the most expensive business strategists in the world. He is endorsed in Forbes and INC Magazine, and has authored 10 books.
At London’s Royal Society he announced the world’s largest science research challenge, the $10 million Evolution 2.0 Prize. His reinvention of the Pareto Principle is published in Harvard Business Review, and his early book on Google laid the foundations for the $400 billion digital advertising industry.
Marisa Murgatroyd
Topic: How Placing “Dopamine Triggers” In Key Points of Your Customer’s Experience Can Massively Increase Referrals, Repeat Sales, and Lifetime Customer Value
Marisa has helped over 18,000 people grow their online business — while generating over $51 million in online sales for her own company, Live Your Message.
She’s a “go-to” course creation expert for dozens of industry leaders & sought-after speaker who’s taken the stage at many leading business events worldwide.
Chris Moore
Topics: Consulting for Equity, Post-Acquisition Integration & Growth
Chris is an entrepreneur, investor, business growth specialist, full stack digital marketer, and best-selling author.
He’s the co-owner at Dealmaker Wealth Society, and he’s helped build & scale several companies, earning him 2 INC 5000 awards in the last 3 years.
Jeremy Bellotti
Topic: How to Navigate the Mental & Emotional Roller-Coaster of Business Acquisitions — without Sabotaging Your Deal, Wealth, or Sanity
Known as the go-to expert on mindset & business for entrepreneurs, Jeremy is the founder of Personal Mastery — which helps entrepreneurs get unstuck and create a life and business on their own terms.
Over the past decade, he’s worked with 20,000+ clients from over 63 countries, and had clients invest up to $1M per year to access his proprietary MasteryCODE™ methodology.
Kane Minkus
Topic: *Coming soon*
Kane is known for helping 6, 7, and 8 figure founders create breakthroughs that help them rapidly scale up towards an exit.
He’s also an AI/ tech investor, 3x best selling author, board advisor, positioning expert, award-wining speaker, and 40x serial entrepreneur with more than $500 million in revenue generated.
Callum Laing
Topic: “How to Raise Capital in 2025”
Callum is an investor & entrepreneur who helps ambitious people to raise money, get board seats, and take companies public.
He has more than 2 decades of experience in starting, building, buying, and selling businesses in a range of sectors.
He’s also published 3 best-selling books on business and investing & has published more than 1,000 interviews with entrepreneurs
Ammon McKinlay
Topic: “How To Find & Retain Million Dollar Sales Reps” [Sponsored]
Ammon is the Director of Partnerships & the Account Management Team Lead at Closers.io — an industry leading sales training & recruitment company.
He has worked directly with 200+ clients and impacted hundreds more, helping businesses scale through high-converting messaging and sales optimization.
From ad angles to sales scripts, Ammon’s proven ability to craft compelling offers drives results for clients.
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