

Engineer the Potential in Your Business
Stop selling what you've built. Start engineering what buyers actually pay for, untapped potential.
Learn the systematic approach that creates premium exits


9 & 10 September 2025

Rydges World Square, Sydney
27,000+
Transactions Analysed
1,000+
Exits Engineered
60+
Portfolio Transformations
$3.7B+
in Value Created
Secure Your Ticket
LIMITED TIME OFFER! Save $395 OFF Your ticket.
BONUSES - ONLY UNTIL MIDNIGHT 1 SEPTEMBER
Each ticket holder receive a complimentary bonus package ( Valued at $9,310)

12-month access to CapitalHQ and our investor ecosystem
Valued at $5,250
Access a full year of CapitalHQ and connect directly with investors and acquirers actively seeking businesses like yours. Gain the visibility and relationships needed to position your company for a successful sale.

Lifetime access to CapitalHQ Deal Management software
Valued at $2,495
Utilise the software to raise capital, access finance, or manage your exit process with confidence. Always stay prepared with the intelligence and tools you need to handle your most important investor conversations and strategic decisions.

12-month access to Wholesale Investor Investment Conferences
Valued at $1,170
Attend our flagship investment conferences for a full year and connect with investors, acquirers, and industry leaders while gaining valuable market insights.
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A Personalised CapitalHQ onboarding and review session
Valued at $395
Work one-on-one with our experts in a tailored session to align CapitalHQ with your business goals. We’ll guide you through the platform, review your exit objectives, and ensure you’re ready to engage investors effectively from the start.

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


Hosted in Partnership with

Most Founders Sell Their Past. Winners Engineer Their Future.
Here's what separates an exit from a GREAT exit:
Average founders show buyers what exists today: revenue, profits, and customers.
Elite founders engineer and articulate the potential of what could be built, scaled, and dominated.
The difference? Millions left on the table.
You likely have untapped potential. You just haven't engineered it to be visible, credible, and understandable to buyers.
That's exactly what you'll learn at the Business Exit Summit.
The 3-Step System to Engineer Premium Valuations
This is about systematically engineering the outcome.
STEP 1
Build Your Foundation
Remove what destroys value
What you'll engineer: A business that's ready for a Due Diligence process
STEP 2
Design Your Strategic Asset
Create what multiplies value
What you'll engineer: The "unfair advantage" buyers can't replicate
STEP 3
Architect the Future
Build the Narrative of Your Strategic Potential
What you'll engineer: The compelling future buyers pay premiums to own

Three Ways to Engineer Value
FOUNDERS & OWNERS
Engineer Your Premium Outcome
Stop being an operator. Become the architect of your business's potential.
Whether raising capital or planning an exit
INVESTORS & DIRECTORS
Engineer Portfolio Value
Transform portfolio companies from good businesses into strategic assets.
The playbook for premium outcomes
ADVISORS
Engineer Client Success
Get the frameworks that deliver exceptional outcomes for your clients
Connect with business owners looking to engineer their own outcomes and capital raising activities
From Operator to Engineer: The Mindset Shift Worth Millions
Operators run businesses. They optimise today's performance.
Engineers build strategic value. They design tomorrow's potential.
At the Business Exit Summit, you'll make this transformation through:
✓ The Engineering Mindset: See your business through the lens of strategic possibility
✓ The Engineering Toolkit: Frameworks to systematically build and articulate value
✓ The Engineering Playbook: Step-by-step process used in billion-dollar transactions
This isn't luck. It's engineering.

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Our Speakers
Learn from the Engineers of Legendary Exits
These aren't theorists. They're the architects who've engineered billions in value.
They'll show you exactly how to engineer yours.
Kenneth Shaw
Built award‑winning SaaS companies and now invests through his family office. Understand how to scale your business in the lead up to an exit and the long‑horizon investor psychology.

Session
Scaling Your Business for an Attractive Exit
Kenneth Shaw
Partner
Shaw Investments
Craig West
Architect of a 21‑step succession process used by 700+ owners. He’ll show how to avoid the top mistakes that sink deals.
Dr. Craig West is a leading expert in business succession and exit planning.
Founder of Succession Plus, he has helped hundreds of business owners maximise value and plan successful exits.

Keynote Speaker
Business succession and exit planning
Craig West
Founder & Executive Chairman
Succession +
James Frank
Entrepreneurial lawyer with multiple exits. Translating legal risk into commercial advantage.

Panel Session
Understanding the Different Types of Exits
James Frank
Chief Executive Partner
Frank Law + Advisory
Kerry Boulton
Serial exit strategist who sold multiple companies above market multiples. Get checklists to make your business 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
PE operator with 25 years’ experience. Discover how to build “exit‑ready” operations.

Panel Session
Understanding the Different Types of Exits
Richard Palmer
Partner
HorizonTwo Capital Partners
Tim Bennett
Former EY M&A partner with 13 years’ specialist. Unpack complex carve‑outs, divestments and IPOs.

Panel Session
Understanding the Different Types of Exits
Tim Bennett
Managing Director ‑ Capital
Prime Financial Group Ltd
Pete Seligman
Australia’s most active EtA investor with 5 acquisitions, 2 exits and 12 search‑fund investments. Master selling to operator‑CEOs.

Panel Session
Understanding the Different Types of Exits
Pete Seligman
EtA Investor
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Rajeev Gupta
Managing partner of a fund with 40+ exits and a 23 % realised IRR. Learn what premium buyers pay for and how to position for an IPO or trade sale.

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
Former banker who’s assessed 1 500+ businesses and exited companies with IRRs of 117 % and 29 %. Hear what operator‑investors really look for.

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
How to Achieve a High-Valued Exit
Hein Vogel
Director
CorpDev Partners
Carly Martin
Carly advises founders on capital raises, international expansion, and strategic exits. With two decades of legal and commercial experience, she’s led 50+ cross-border launches and M&A integrations globally. Formerly at Amazon as Head of Expansion and GC-equivalent for Audible and Wondery, and a former Magic Circle M&A lawyer, Carly now partners with scale-up leaders and investors. She’s a strong advocate for women founders, offering sharp business judgment and practical legal advice to help clients scale confidently and attract investors.

Panel Session
Understanding the Different Types of Exits
Carly Martin
Founder
Venture Bench
Lisa Merryweather
Lisa is a former M&A lawyer with over 25 years of experience advising on billion-dollar public company takeovers and small business sales. She has worked with top-tier firms and acted for high-profile clients like SEEK, Carsales, and Nufarm. Now self-employed, Lisa is focused on understanding the personal journey of founders navigating exits, from IPOs to sales. She aims to help founders thrive through these life-changing transactions, offering not just legal expertise, but emotional support throughout the process. Lisa is also an executive coach, passionate about improving the M&A experience for business owners.

Panel Session
How to Achieve a High-Valued Exit
Lisa Merryweather
Founder
LM Synergy
Karen Chan
Manages a A$700–750 m later‑stage fund. Learn how crossover investors approach pre‑IPO and private deals.

Panel Session
Strategies for a Successful IPO
Karen Chan
Portfolio Manager
Perennial Private Investments
Stephen Moss
Stephen Moss is an executive with a background in Law, Investment Banking, and Psychology, holding Chairman, Partner, and Director roles across various professional services companies, including Eaton Capital. He specialises in M&A, governance, and equity capital markets, with a focus on international development, MedTech, and climate projects. Passionate about human rights, Stephen has served as chair of the Amnesty International Council and led over 27 M&A deals. Based in Sydney, he frequently travels across Asia, Europe, and the UK.

Panel Session
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Stephen Moss
Executive Chairman
Symon Capital, Eaton Capital Partners
Luke Allshorn
Luke Allshorn is the Head of Business Development for Australia and South East Asia at TMX Group, where he promotes the Toronto Stock Exchange and TSX Venture Exchange to companies and investors in the region. With over 20 years of experience in Aussie equity markets and investor relations, Luke has a proven track record in building long-term relationships with C-suite executives and IROs. He is passionate about connecting companies to the opportunities of North American capital markets. Luke holds a Commerce degree and certifications in investor relations and governance.

Panel Session
Strategies for a Successful IPO
Luke Allshorn
Head of Business Development, Australia and South East Asia
Toronto Stock Exchange, TMX Group
Howard Coleman
With over 45 years’ experience as a founder and CEO across sales, marketing, publishing, consumer finance, and education in Australia, South Africa, and the UK, Howard brings deep expertise in assessing business strengths, risks, and leadership strategies. He has served on boards in Australia, South Africa, the UK, and Canada, and is a graduate of Harvard Business School’s OPM Program and the Australian Institute of Company Directors. A regular guest on Sky Business and Ausbiz, Howard is also a founding director of Teaminvest, Teaminvest Private, and Conscious Capital.

Masterclass
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Howard Coleman
Founding Member
Teaminvest Private Group Limited
Sam Riley
Built the virtual data‑room platform that powered 25 000+ M&A deals. He’ll reveal due‑diligence hacks and AI tools to make your business buyer‑ready. And sold his own business to Datasite for $206M
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Success Stories
Founders Who’ve Successfully Exited Their Businesses
Sam Riley
Former CEO
Ansarada
Ronn Bechler
Spotting an opportunity, I pioneered corporatised investor relations consulting in Australia, while also breaking a near-monopoly in shareholder data, establishing Market Eye and growing it over 15 years into the largest investor relations consultancy and second largest shareholder data business in the country. Having successfully sold the business to Automic Group in August 2022, I was appointed as 1 of 2 Executive Directors on the Board of Automic Group.
After 28 years of working 6-7 day weeks, I retired from Automic Group in February 2024 to pursue non-executive and investment opportunities.

Success Stories
Founders Who’ve Successfully Exited Their Businesses
Ronn Bechler
Previous Founder & Executive Chairman
Market Eye (now part of Automic Group)
The Exit Blueprint:
Your 2-day Masterclass
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 Promise:
From Hope to Engineering
Before the Summit
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You hope for a good multiple
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You react to buyer feedback
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You sell what exists today
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You compete on financials
After the Summit:
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You engineer your outcome
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You control the narrative
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You sell tomorrow's potential
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You compete on strategic value
This transformation happens in two days.
The Cost of Not Engineering Your Potential
Every month you wait costs you:
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Lost valuation multiples (30-50% typical improvement)
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Missed strategic positioning opportunities
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Competitive disadvantage vs engineered competitors
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Millions in unrealised potential
Meanwhile, smart founders are engineering their outcomes now.
The difference between hoping and engineering? Millions.

Event Agenda
Strategies, Insights, and Opportunities for a Successful Exit
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
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.
Masterclass
Teaminvest (ASX: TIP)
Teaminvest is a 600+ member investor network using value-based investing and monthly Masterclasses to compound knowledge and wealth over time.
Workshop
Preparing Your Business for Sale
Succession Plus is Australia’s leading specialist in succession and exit planning, helping business owners maximise value and exit confidently through tailored strategies, valuations, and employee ownership solutions.
NETWORKING LUNCH
Panel Discussion
Scaling Your Business for an Attractive Exit
Insights into optimizing operations, market expansion, and enhancing offerings to appeal to potential buyers.
Keynote
Beyond the Day-to-Day: How to Transform Your Business Into a Valuable, Sellable Asset
Kerry Boulton is a pioneering entrepreneur and CEO of The Exit Strategy Group, helping business owners maximise value and exit successfully through decades of experience, strategic insight, and proven leadership.
Panel Discussion
How to Achieve a High-Valued Exit
Discussion on key factors for maximising business value, including valuation, due diligence, and negotiation techniques.

DAY 2
Wednesday 10 September
Navigating the Final Steps
MORNING
Success Stories
Founders Who’ve Successfully Exited Their Businesses
Hear firsthand from accomplished founders and entrepreneurs who have successfully exited their companies. They’ll share their journeys, challenges faced, and key takeaways for a profitable exit.
Panel Discussion
Connecting with Private Equity, Serial Acquirers, and Search Fund Owners
Explore strategies for building relationships with investors and acquirers, and learn how to position your business for acquisition or partnership opportunities.
Keynote
Scaling with AI: Driving Growth and Value for a Successful Exit by Steve Torso
This session explores how AI can streamline operations, drive growth, and enhance scalability, helping businesses increase their value and position themselves for a successful exit.
Fireside Chat
Deep Dive: AI and Business Exits with Kenneth Shaw
An intimate discussion on how AI can directly impact exit strategies. Learn how businesses can use AI to optimise operations, attract investors, and ultimately maximise their exit value.
NETWORKING LUNCH
Panel Discussion
Strategies for a Successful IPO
Join industry experts as they outline key strategies for navigating the IPO process, covering critical steps, common pitfalls, and how to position your business for a successful public listing.
Panel Discussion
The Ultimate Exit Strategy: Lessons from the Summit
As the day concludes, join our panel of experts for a recap of the key strategies and insights shared throughout the summit. Reflect on the most valuable lessons learned and discover actionable takeaways to craft your own successful exit strategy.
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
Frequently Asked Questions

Stop Hoping. Start Engineering.
You've built something remarkable. Now it's time to engineer its true potential—the strategic value that commands premium multiples.
Whether you're raising capital tomorrow or exiting in five years, the engineering starts now.
Join other founders, investors, and advisors engineering the future of Australian business.












