Dena Jalbert, Founder & CEO, Align Business Advisory Services

Brian Hanafin, Partner, Holland & Knight

William "Bill" Robbinson, Shareholder & CEO, Zimmerman, Kiser & Sutcliffe

Sebastien Gault, Director Wealth Manager, BNY Wealth

Chris Wagner, CEO, Macrocap Labs

Dana Staszkiewicz, Co-Founder, The Opus & Golds Group

Dr. David Baker, Psychotherapist & Educator, Tampa Bay Institute For Psychoanalytic Studies 

Dr. Pradeep Vangala, Medical Director, Select Specialty Hospitals

Mark Ryan, Founder, Rogue Services

Rick Pullum, President & CEO, One Florida Bank

Vivian Gonzalez, Founder & CEO, Park Capital Search

Derek  Swanson, Managing Partner, Align Business Advisory Services

Erik Andersen, Vice President, Deal Fulfillment, Align Business Advisory Services

Lauren Kelly, Director of Human Resources, Align Business Advisory Services

Louis Jolivert, Sr. Managing Director of Business Development, Align Business Advisory Services

Tim Hughes, Vice President of Alliances and Partnerships, Align Business Advisory Services

Tyler Dingman, Vice President Deal Origination, Align Business Advisory Services

Aligned for What's Next

Align Business Advisory

Aligned for What’s Next is a one-day symposium designed for business owners who are exploring growth, investment, or a future exit.

Winter Park Events Center

Welcome to Aligned for What's Next!Aligned for What’s Next is a one-day symposium designed for business owners who are exploring growth, investment, or a future exit. Whether you're years from a transition or actively considering your next move, this event will help you prepare - practically, financially, and emotionally.Through candid conversations, expert insights, and real-world stories from founders who’ve been there, you’ll have the opportunity to network with fellow business owners and gain education and insights for the perspective you need to make confident decisions about what’s next. No sales pitch, just the info you need to grow with purpose, build value, and create a future you’re proud of. Don't miss out on this opportunity to expand your network and take your business to the next level!Register now and secure your spot. We can't wait to see you there!

Agenda

Check In & Welcome Breakfast

Opening Remarks and Premier Partner Welcome (Main Stage)

An honest look at the factors that prompt owners to consider a business transition, and guidance on how to begin thinking strategically before making a decision. This includes personal planning, such as mindset, timing, and the emotional aspects of letting go (or leveling up), as well as financial planning, including taxation, wealth management, and trust and estate considerations.

Panel 1: Are You Thinking About Thinking About It? (Main Stage)

What really drives value in the eyes of buyers and investors? Learn how operations, financials, leadership, and market dynamics factor into valuation, and how to get your business "deal ready" even if you aren’t selling yet. 

Panel 2: Understanding Your Value and How to Grow It (Main Stage)

Lunch

From NDA to LOI to close: learn what happens, who’s involved, why a competitive process gets the best results, and how to protect your interests along the way. 

 Align shares real-world stories and lessons learned. 

Panel 3: The Deal Process, Demystified (Main Stage)

Fireside chat with past clients who sold or transitioned their businesses. Discussions of surprises, wins, and regrets.  

Panel 4: Founder's Journey: Lessons from the Other Side (Main Stage)

Closing Remarks (Main Stage)

Happy Hour (Rooftop Terrace)