Free Resources
Prepare for your Business Exit
Navigating Your Journey to a Successful Exit and Beyond
The Business Exit Summit is a premier two-day conference designed for business owners who are contemplating or actively preparing to sell their businesses.
This event brings together industry experts, successful entrepreneurs, private equity firms, serial acquirers, and search fund owners to provide attendees with the knowledge, strategies, and connections necessary to achieve a successful and high-valued business exit.
For a business owner, executing a successful Exit can result in Life-Changing and Generational Wealth. Not doing so can ruin 5, 10, 20+ years of hard work and sacrifice.
The Business Exit Summit is your platform for discovering the Step-by-Step Process for the most important decision of your business life.
Whether you are thinking about Succession, Management Buyout, Private Equity Sale, acquisition, or Listing on an Exchange, the Business Exit Summit is your opportunity to compress a decade of insights into two days while learning from multiple Founders who have experienced the path you are about to embark on.
Key Focus Areas
Understanding Different Types of Exits
Gain a comprehensive understanding of the various exit strategies available, including mergers and acquisitions (M&A), management buyouts, initial public offerings (IPOs), and more.
Learn about the pros and cons of each exit type and how to determine which one best aligns with your business goals and personal objectives.
Learning from Successful Business Exits
Hear firsthand accounts from entrepreneurs who have successfully exited their businesses.
Discover the challenges they faced, the strategies they employed, and the lessons they learned along the way.
Gain insights into the emotional and financial aspects of exiting a business and how to navigate these effectively.
How to Achieve a High-Valued Exit
Explore the critical factors that contribute to a high-valued exit, including business valuation, due diligence preparation, and effective negotiation techniques.
Learn how to position your business to attract the right buyers and achieve the best possible price.
Access expert advice on optimising your business operations, financials, and market position to maximise value.
Driving Growth in the Lead-Up to an Exit
Learn strategies to accelerate growth and increase your business's value before the sale.
Understand how to optimise operations, streamline processes, and scale efficiently to appeal to potential buyers.
Get advice on how to make your business more attractive through strategic partnerships, market expansion, and enhancing your product or service offerings.
Connect with Key Players
Network with key players in the business acquisition space, including private equity firms, serial acquirers, and search fund owners actively looking for businesses to invest in or acquire.
Participate in targeted networking sessions, roundtable discussions, and one-on-one meetings to explore potential opportunities for collaboration and business sales.
Post-Exit: What’s Next?
Explore the emotional and psychological challenges that many founders face after exiting their business.
Learn strategies for redefining your purpose, setting new goals, and building a fulfilling life after the exit.
Hear from experts and former entrepreneurs who have successfully transitioned to new ventures, philanthropy, or other meaningful pursuits.
Our Speakers
Kenneth Shaw
Former Founder/CEO recently back in Australia after 15 years in California, where I built and led two VC/PE-backed tech companies—one B2C, one B2B SaaS—to market leadership. I’ve raised $40M USD, led multiple M&A transactions, and worked on both sides of the investment table. Now, I help scale-ups grow, raise capital, and build standout AI-driven products. I’m a product- and people-focused operator with deep experience in SaaS, PLG, GTM, and P&L leadership. My products have won Gartner and PCMag awards, and I’ve built teams that challenge giants like IBM and Microsoft. Passionate about AI, product, growth, and great execution.
Session
Scaling Your Business for an Attractive Exit
Kenneth Shaw
Partner
Shaw Investments
James Frank
James Frank is a corporate lawyer and advisor passionate about helping founders grow, protect, and realise their potential. He is Chief Executive Partner at Frank Law + Advisory, leading the firm’s growth with a focus on the @Work model and advisory team. The firm supports SMEs with legal and strategic services across corporate, employment, restructuring, capital raising, M&A, and more. James is also the founder of Brolly Capital, which provides growth capital and buyout solutions to SMEs in tech, ecommerce, services, and hospitality.
Panel Session
Understanding the Different Types of Exits
James Frank
Chief Executive Partner
Frank Law + Advisory
Kerry Boulton
Kerry Boulton is a trailblazing entrepreneur, strategic advisor, and author of The Uncensored Truth About Exit Strategies and Million Dollar Pay Day. The first woman to own an international freight company in Australia, she led a multimillion-dollar turnaround and sale. Now CEO of The Exit Strategy Group, Kerry helps business owners maximise value and exit successfully. With decades of experience, a Master’s in Entrepreneurship, and a reputation for being “ahead of the game,” Kerry is a sought-after speaker who inspires audiences with powerful insights on leadership, growth, and building businesses that are truly sale-ready.
Panel Session & Keynote
Beyond the Day-to-Day: How to Transform Your Business Into a Valuable, Sellable Asset
Kerry Boulton
CEO
The Exit Strategy Group
Richard Palmer
Richard Palmer is a corporate advisor, investor, and governance professional with 25+ years’ experience in M&A, strategy, private equity, and executive leadership. He is Co-Founder of Qurate Advisory and a Partner at Horizon Two Capital, investing in mid-cap advanced manufacturing. Richard has held senior roles at Gen3Media, Redwood North, Orange PLC, Tower Limited, and AMP. He also serves as Director and Advisor to several businesses across sectors including tech, manufacturing, and agriculture.
Panel Session
Understanding the Different Types of Exits
Richard Palmer
Partner
HorizonTwo Capital Partners
Tim Bennett
With over 20 years experience as a Mergers & Acquisition executive, Tim leads the Corporate Development and Capital advisory division at Prime Financial Group, an ASX-listed financial advisory group.
Panel Session
Understanding the Different Types of Exits
Tim Bennett
Managing Director ‑ Capital
Prime Financial Group Ltd
Pete Seligman
Pete co-founded Alpin Group in 2012 to acquire, grow, and operate small businesses in Australia, following a 15-year career in engineering, banking, and management. He acquired five businesses and served as CEO for three before transitioning to Non-Executive roles. This experience gave him the autonomy he sought and introduced him to the global EtA community. Since 2020, Pete has backed aspiring entrepreneurs as an investor, supporting the next generation of business owners in the baby boomer succession wave.
Panel Session
Understanding the Different Types of Exits
Pete Seligman
EtA Investor
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Rajeev Gupta
Rajeev Gupta is a Partner at Alium Capital, a tech-focused crossover investment fund. He began his career at Goldman Sachs and later managed global tech portfolios at Tribeca and Merricks Capital. He founded the 25-person startup Geckolife before launching Alium. Rajeev holds degrees in Finance, Econometrics, and Law from the University of Sydney, and is a CFA, CMFAS charter holder, and AICD member. He sits on several portfolio boards, as well as the Garvan Institute and University of Sydney Business School boards.
Panel Session
Strategies for a Successful IPO
Rajeev Gupta
Founding Partner
Alium Capital
Amit Verma
Amit is Senior Manager, Listings at the ASX, leading domestic and international listings across all sectors. With 20+ years of experience in Australia, New Zealand and globally, he also works closely with VC, growth, and private equity funds.
He’s an Explorer at Airtree Ventures, a mentor at the Founder Institute, and actively supports early-stage tech companies. Amit holds an Engineering Degree, an MBA from the University of Auckland, and has studied strategy at Harvard Business School.
Panel Session
Strategies for a Successful IPO
Amit Verma
Senior Manager, Listings
ASX
Shaun Bassett
Shaun Bassett is a founding partner at PieLAB Capital. PieLAB is a permanent holding company established in 2016 to invest in Australian SMEs ($1M–$5M EBITDA). Unlike traditional private equity, PieLAB acquire and hold businesses indefinitely, supporting their long-term growth without a mandate to sell.
Shaun leads the Sales and Investment team at PieLAB. Drawing on 15 years of working with Australian businesses in his role as a banker with Macquarie, Nab and ANZ, he oversees the process of finding, acquiring and ultimately managing the PieLAB businesses.
Keynote
Connecting with Private Equity, Serial Acquirers, and Search Fund Owners
Shaun Bassett
Partner
Pielab Capital
Hein Vogel
Hein is a Director at Corporate Development Partners, supporting mid-market companies with in-house corporate finance solutions for growth, M&A, and IPOs. He was CEO & CIO of ASX-listed Touch Ventures and a former MD at Investec Bank, where he launched the Emerging Companies division. Hein also held roles at Macquarie Capital and Allens Linklaters. He holds degrees in Law and Commerce, is a GAICD member, and a qualified solicitor in Australia and South Africa.
Panel Session
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Hein Vogel
Director
CorpDev Partners
Connect with Your Future: Buyers, Advisors, and Peers
A successful business exit is as much about the right connections as it is about strategy. The Business Exit Summit brings together a curated audience of business owners, active buyers, expert advisors, and capital providers.
Beyond the insightful sessions, you'll find ample opportunities to engage directly with the people who can influence your exit outcome and future success.
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Here are the ways you can connect at the summit:
IN-PERSON
Structured Networking Breaks & Lunches
Step away from the formal sessions and engage in focused discussions during dedicated morning tea, lunch, and afternoon tea breaks. These are ideal times for informal introductions and follow-up conversations with speakers, sponsors, and fellow attendees.
Exhibitor Booths
Meet face-to-face with leading service providers, advisors, and potential partners in the exhibition area. This is your chance to ask specific questions, explore solutions relevant to your exit journey, and establish relationships with firms ready to assist you.
Networking Drinks Reception
Unwind and connect in a more relaxed setting. This reception is specifically designed to facilitate valuable interactions between business owners, speakers, and key industry players, creating a perfect environment for relationship building.
ONLINE
Exclusive Online Networking Platform (Powered by CapitalHQ)
Your networking opportunity extends beyond the two days! Leveraging our proprietary CapitalHQ platform, you can:
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Use AI Matchmaking to identify and connect with attendees, buyers, and advisors aligned with your specific exit goals and business profile.
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Send instant messages and schedule 1-on-1 meetings before, during, and after the event.
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Explore profiles of all attendees, speakers, and sponsors to strategically plan your networking efforts.
Seeking Enhanced Connections?
Explore the VIP Exit Experience
The Executive Exit Experience (VIP) package provides unparalleled access and networking opportunities, including:
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An invitation to a private speaker dinner.
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Access to the VIP Lounge for more intimate conversations.
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Facilitated 1:1 matchmaking opportunities with specific PE firms or acquirers based on your profile.
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Who should Attend?
Business owners
Entrepreneurs considering or actively preparing for a business exit.
Entrepreneurs
Those looking for expert guidance on navigating the complexities of exit planning.
CEOs and CFOs
seeking to optimize business value for a successful sale.
Strategic partners
(PE firms, acquirers) seeking connections with potential sellers
Advisors & Consultants
Wealth management professionals and business consultants
Investors & PE Firms
Those seeking acquisition opportunities and networking with potential sellers
Event Agenda
A comprehensive two-day program featuring expert-led sessions, workshops, and networking opportunities designed to help you achieve a high-value exit.
DAY 1
Tuesday 9 September
Maximising Your Business Value
Strategies, Insights, and Opportunities for a Successful Exit
MORNING
Keynote
The Future of Business Exits
A leading industry expert discusses emerging trends in business exits and what to expect in the coming years.
Panel Discussion
Understanding the Different Types of Exits
Explore the various exit strategies, such as M&A, IPOs, and management buyouts, with a panel of seasoned experts.
Keynote
Lessons from Successful Exits
An entrepreneur who has successfully exited a business shares their journey, challenges, and lessons learned.
Panel Discussion
How to Achieve a High-Valued Exit
Discussion on key factors for maximising business value, including valuation, due diligence, and negotiation techniques.
NETWORKING LUNCH
Keynote
Driving Growth in the Lead-up to an Exit
Strategies for accelerating business growth and increasing value before selling.
Panel Discussion
Scaling Your Business for an Attractive Exit
Insights into optimizing operations, market expansion, and enhancing offerings to appeal to potential buyers.
Workshop
Preparing Your Business for Sale
A hands-on session guiding attendees through the essential steps in preparing their businesses for a successful exit.
Workshop
Preparing Your Business for Sale
A hands-on session guiding attendees through the essential steps in preparing their businesses for a successful exit.
DAY 2
Wednesday 10 September
Navigating the Final Steps
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IPO pathways and alternative exit strategies
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Connecting with private equity firms and strategic buyers
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Planning your financial future and redefining purpose post-exit
A Summit Example
Baseline Value
$5,000,000
+
Summit Impact
+5% Valuation
=
Potential Gain
+$250,000
Your Investment
$1,950
Potential ROI
>125x
Secure Your Ticket
All general admission ticket include:
Access to keynote presentations, panel sessions, and company showcases
Entry to the exhibition area
Networking lunch
Access to the CapitalHQ online platform for post-event networking
On-demand access to event replays
VIP EXPERIENCE tickets include:
Exclusive Access to Speaker Dinner and VIP lounge Access
Priority Seating
Personalised Exit Planning: Confidential Exit Readiness Assessment and Strategic Exit Consultation
VIP Concierge Experience: Personal Event Concierge, VIP Fast-Track Registration, and VIP Recognition
Secured Checkout via Eventbrite
Sponsors & Partners
Behind every great event is a team of supporters who believe in making it happen. A huge shoutout to our sponsors for fueling the Business Exit Summit journey and helping us shape the exponential future.
Interested in partnering with us? Learn more here.
Proudly sponsored by
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Partner with us
Become a sponsor
Maximize your brand's impact at the Business Exit Summit and gain direct access to a highly engaged audience of business owners, investors, and key decision-makers actively preparing for high-value exits.
Brand exposure to high-net-worth business owners
Networking opportunities with potential clients
Speaking and demonstration opportunities
Secure Your Exclusive VIP Experience
Transform your business exit journey with unparalleled access, personalised expertise, and exclusive opportunities unavailable to standard attendees. The Executive Exit Experience is designed for business owners who are serious about maximising their exit value.
LIMITED TO 20 TICKETS
EXCLUSIVE ACCESS
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Private Speaker Dinner - Join an intimate evening with our keynote speakers, successful exit founders, and acquisition experts in a relaxed setting where genuine relationships are formed
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VIP Lounge Access - Enjoy a dedicated networking space with complimentary premium refreshments, quiet meeting areas, and spontaneous conversations with speakers and PE representatives
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Priority Reserved Seating - Guaranteed front-row seating for all keynotes and panel discussions with your name reserved
PERSONALISED EXIT PLANNING
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Confidential Exit Readiness Assessment - Receive a personalised business valuation consultation with senior M&A experts ($2,500 value)
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Strategic Exit Consultation - Private 30-minute session with a summit speaker of your choice to discuss your specific exit challenges
VIP CONCIERGE EXPERIENCE
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Personal Event Concierge - Dedicated point of contact before and during the event to maximise your experience
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VIP Fast-Track Registration - Bypass lines with special check-in and welcome package
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VIP Recognition - Distinctive credential identifying you as a VIP attendee to speakers and other participants
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Insights and Inspiration:
Event Media
Explore a curated selection of articles and resources that delve into the themes of Business Exit Summit. Stay informed on the latest trends, innovations, and opportunities shaping the future of investment.
Frequently Asked Questions
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When and where is the Business Exit Summit taking place?The Business Exit Summit will be held on September 9-10, 2025, at the Rydges World Square (Ballroom 1&2), Sydney, Australia.
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What is the Business Exit Summit?The Business Exit Summit is a premier two-day conference designed for business owners who are contemplating or actively preparing to sell their businesses. The event brings together industry experts, successful entrepreneurs, private equity firms, serial acquirers, and search fund owners to provide attendees with the knowledge, strategies, and connections necessary to achieve a successful and high-valued business exit.
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Who should attend the Business Exit Summit?The summit is ideal for: Business owners considering or preparing for a sale Entrepreneurs seeking to understand exit strategies CEOs and CFOs responsible for company growth and value optimization Advisors, including legal, financial, and business consultants involved in exit planning Investors and acquirers looking to connect with potential sellers
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How many people will be attending?We expect over 300 business owners and entrepreneurs to attend in person, with our content reaching more than 15,000 decision-makers globally.
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Are there group discounts available?For business teams with 2 or more attendees, we offer a discounted ticket price of $1,495 per person.
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What does my registration include?Standard registration includes: Access to all keynotes, panel discussions, and workshops over both days Access to exhibition Area Networking opportunities with speakers, potential buyers, and fellow business owners Morning and afternoon refreshments Lunch on both days Access to the networking cocktail reception on Day 2 Access to the CapitalHQ online platform to continue networking after the event. Access to presentations replay post-event
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Can I transfer my registration to someone else?Yes, you can transfer your registration to another person at no additional cost up to one week before the event. Please contact our team with the details of the new attendee at events@wholesaleinvestor.com.au.
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How much does it cost to attend?We offer several pricing tiers: Super Early Bird (April-May): $1,550 (20% discount) Early Bird (June-July): $1,750 (10% discount) Regular Price (August-September): $1,950
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What topics will be covered at the summit?The summit will cover a wide range of topics related to business exits, including: Understanding different types of exits (M&A, IPOs, management buyouts) Strategies for achieving a high-valued exit Preparing your business for sale Driving growth in the lead-up to an exit Navigating the emotional aspects of exiting a business The path to an IPO exit Post-exit financial planning and wealth management Life beyond the business exit
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What is the format of the sessions?The summit features a mix of formats, including: Keynote presentations from industry leaders Panel discussions with experts Interactive workshops Fireside chats with successful entrepreneurs Networking sessions Q&A opportunities
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Who are the speakers at the event?Our lineup includes successful entrepreneurs who have exited their businesses, private equity partners, IPO specialists, M&A advisors, and other experts in the business exit space. Specific speaker information can be found on our website's speaker page, which is regularly updated as new speakers are confirmed.
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Will there be opportunities to network with potential buyers or investors?Yes, the summit is specifically designed to facilitate networking between business owners and potential buyers, including private equity firms, serial acquirers, and search fund owners. The agenda includes multiple networking sessions, a cocktail reception.
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Will I receive the presentations after the event?All registered attendees will have access to replays of all the presentations.
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Is accommodation included in the registration fee?Accommodation is not included in the registration fee. However, we have negotiated special rates with several hotels near the venue. Details will be provided in your registration confirmation email.
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Is there parking available at the venue?Yes, there is paid parking at the venue. Address is: 50 Goulburn Street, Sydney. Instructions: Please enter the World Square car park where your number plate will be scanned. Proceed to the PRIVATE side of the car park and follow the yellow line to level 3B where you will find a Rydges World Square boom gate. The boom gate will automatically open on approach. You may then enter and park in any of the free spaces within the secure area and take the lift up to reception by pressing “ L”. Proceed to Reception desk and advise your registration plate to the staff. Overnight parking is $65.00 per car. Please phone the hotel reception on 02 8268 1888 If you have any further questions Parking Schedule of Fees 0-1 Hour : $20 1-2 Hour : $40 2-3 Hour : $60 3-4 Hour : $80 4 Hour + : $110 Hotel Guests (overnight) : $65 Book parking here
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Are meals provided during the event?Yes, your registration includes morning and afternoon refreshments, as well as lunch on both days. The networking cocktail reception on Day 2 will also include light refreshments and drinks. VIP ticket holders will additionally have access to an exclusive dinner with speakers and key investors.
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What is the dress code for the event?The dress code is business attire for all sessions and events.
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How will attending this summit help me sell my business?The Business Exit Summit provides you with: Expert knowledge on how to prepare your business for a successful exit Strategies to increase your business's value before selling Direct connections with potential buyers and investors Insights from entrepreneurs who have successfully exited their businesses Understanding of different exit options and which might be best for your situation Tools to navigate the emotional aspects of selling your business A network of advisors who can support you through the process
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Is this summit only for businesses that want to exit immediately?No, the summit is valuable for business owners at various stages of the exit planning process. Whether you're planning to exit in the next 12 months or the next 5 years, the strategies and connections you'll gain will help you maximize your business value and prepare for a successful transition.
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What makes this summit different from other business conferences?The Business Exit Summit is specifically focused on business exits and features: Speakers who have actually executed successful exits themselves Active buyers and investors looking for acquisition opportunities Practical, actionable strategies rather than just theoretical discussions A focused networking environment where all attendees share similar goals A comprehensive approach that addresses both the financial and emotional aspects of exiting a business
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Will there be resources available for businesses at different stages of growth?Yes, our content is designed to be valuable for businesses at various stages, from those just beginning to think about an exit to those actively in the process. Sessions will clearly indicate whether they're focused on early planning, active preparation, or execution phases.
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Who can I contact if I have additional questions?For additional questions, please contact our team at events@wholesaleinvestor.com.au or call 1300 597 595.
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How can I become a sponsor of the event?We offer various sponsorship packages ranging from $8,750. For sponsorship inquiries, please fill out this form, and our team will be in touch shortly.
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Is there a way to speak or present at the summit?If you're interested in speaking at the Business Exit Summit, please send your bio, speaking experience, and proposed topic to events@wholesaleinvestor.com.au. Please note that our speaking slots are limited and primarily reserved for those with firsthand experience in successful business exits.