Meeting/Event Information

Discover the must-know fundamentals of exit readiness that empower founders and business owners to prepare confidently for a successful exit.  This is part three of a three-part series discussing the business sale timeline at each stage of a deal (before, after, and during). Attendees will learn how to optimize the value and transferability of their business and create the personal legacy they dream of.

Key Learnings:

1. What are the key questions you should discuss with your advisors, employees, and family members?
2. What critical strategies enhance the value and transferability of a business?
3. What are the important considerations at each planning stage?

Who Should Attend:

1. Any founder or business owner who is interested in learning more about ways to scale and transition their business.   
2. Exit planning professionals of all disciplines that work with business owners, their teams, or family:  Accounting, Banking, Legal, M&A/Brokerage, Consultants, Coaches, Fractional Leaders, etc

Meet Our Facilitators:

Kevin Krisowaty has over 25 years of experience in private wealth management and private banking. Kevin works with business owners, entrepreneurs and founders who have a long-term intent to sell their business, providing wealth strategies and investment strategies for before, during, and after a sale. Kevin has experience working with business owners, entrepreneurs and founders who have had early and late stage exits; partial and full exits; exits to financial sponsors, exits to strategic buyers, and exits through initial public offerings.

Michael Schuster is a Managing Director at Cross Keys Capital, an M&A Investment Bank focused on the lower and middle market.  Michael's sell-side practice serves owner/founder, entrepreneurial, and family-led businesses.  Engagements often involve exit or transition strategies, working with businesses 3-5 years ahead, including recapitalization, management buyouts, succession, retirement, partner separations, and unplanned life events.  Cross Keys Capital has transactional experience for companies with $10 million to $200 million in revenue.  Michael graduated from the University of Miami with a degree in finance and transportation and holds a FINNRA Series 79 license.  In 2006, Michael exited the transportation business after serving as a CFO for twenty-five years. 

Fred Campos is Managing Director at CBIZ.  He is a seasoned executive with broad experience in accounting, finance, strategy and M&A. Fred has executed on more than 300 transactions (buy-side and sell-side) ranging from $15 million to over $1 billion in purchase price. He has led cross-border transactions throughout the United States and Latin America for strategic and private equity clients. Fred is fluent in English, Portuguese, and Spanish.

Natalie is a Life Coach who works with busy entrepreneurs & business owners who are contemplating or in the process of selling their business.  She explores with them the often-overlooked aspect of exit planning – the personal purpose of business owners after selling their ventures.  She helps them create a personal plan for their life post business exit.  Clients are coached before, during and after exiting the business.

 Areas of exploration during coaching include the following: Health, Where do you want to live, Relationships, Hobbies & Interest, Creating a Legacy, Helping Others & Giving Back, New Business/Board role, Overcoming fears related to selling & personal purpose. Natalie holds a certificate in Life Coaching from the Life Purpose Institute, a nutrition certification from The Institute for Integrative Nutrition, New York City, an MBA in finance from Johns Hopkins University and a Bachelor’s degree in International Business from The American University.  

Connect with her here:   https://exittransitions.com

Recommended Parking:

Wynwood Garage

321 NW 26th St, Miami, FL 33127.    Street parking is also available.

Invite Others (Members Can Register Guests for Free):

Members are encouraged to invite clients, business owners or even other exit advisors for free.  Use the code FreeGuestPass2026 at checkout.  We encourage non-members who haven't been invited by a member to purchase the guest pass and consider joining EAA.