AGENDA

Franchisee Registration

Head to the registration center to check in, pick up your event badge, and grab your exclusive swag bag.
Our team will be there to assist you and ensure you have everything you need to make the most of your conference experience.

Welcome Reception

Start the conference with a happy hour. Mingle with fellow attendees, enjoy some refreshments, and set the stage for a productive and exciting few days ahead.

Shuttle Pick Up

Kickoff: Staying Smart in 2025

Kick off the conference with a session focused on what it takes to stay ahead in 2025. Learn key strategies and insights that will help you navigate the evolving business landscape,
adapt to trends, and make smarter decisions for the future.

Sales Tools & Client Discovery

Learn how to effectively uncover your clients’ goals, determine their value and wealth gaps, and use that information to tailor your sales strategy.
This session will provide you with the tools you need to identify opportunities and deliver customized solutions that resonate with your clients.

BREAK

State of the Business and AdFund Update

Get an update on the current state of the business and the latest developments in the Advertising Fund (AdFund). Learn how these changes can directly impact your franchise and growth strategies.

Round Tables with Strategic Partners

Engage in interactive discussions with key strategic partners, covering a range of topics like lending options, marketing strategies, wealth management
PEO services, and fractional CFO services. This session provides valuable insights into how these services can elevate your business.

Lunch

Top Performer Panel

Hear from top-performing franchisees and consultants as they share their success stories and strategies. Learn how they overcame challenges, grew their businesses, and what you can apply to your own journey.

Behind every successful office owner, is a team that feels empowered, supported, and inspired. In this session, we’ll dive into how you can unlock the full potential of your team, by creating a culture of trust, accountability, and collaboration. Learn how to motivate your team with clear goals, foster open communication, and turn challenges into opportunities for growth. You’ll leave with practical strategies to uplift your consultants, strengthen your leadership, and build a high-performance team that drives results and thrives together.

In this session, we’ll discuss how to evaluate and identify the ideal candidates for Exit Factor’s services. Learn how to determine if a potential client is the right fit and how to approach them for maximum impact.

Search is evolving fast with tools like Google AI answers and ChatGPT changing how people find information. This session explores what these shifts mean for visibility, how consultants and their clients are discovered online, and what trends to watch to stay ahead of the curve. Attendees will walk away with fresh insights to better understand the search landscape and position themselves for the future.

Lead the Room: Hosting Workshops That Inspire and Convert

Get equipped with the skills to host workshops that not only engage but also convert prospects into clients. Learn how to lead with confidence, deliver valuable content, and inspire action in your audience.

Strategic Partner Appreciation Mixer

End the day with a mixer dedicated to appreciating our strategic partners. Network in a relaxed, informal environment, and deepen connections with those who play a key role in the success of your business.

Shuttle Pick Up

This session covers the sales process from beginning to end, giving you the tools to confidently move prospects from first conversation to closed deal. Learn how to present value, build trust, handle objections, and create momentum that leads to growth—without relying on high-pressure tactics.

The 5 Pillars of Success: Your Roadmap to Scalable Growth

At this interactive workshop, the Sell It team will walk you through the 5 Pillars of Success: the proven framework behind everything we teach. Designed to support salespeople at every stage, from brand-new to top-performing, the 5 Pillars give you a clear, repeatable system to build, grow, and scale a business that lasts. You’ll learn how to build a solid foundation, craft a standout brand, amplify your reach, connect with the right people, and simplify for long-term success. This isn’t just theory, it’s the blueprint top salespeople use to stay ahead, close more deals, and lead with confidence.

As trusted advisors, Exit Factor Franchisees play a critical role in guiding business owners through their growth and transition journey. This session explores how the Certified Exit Planning Advisor (CEPA®) credential strengthens your credibility, enhances your service offering, and connects you to a collaborative, multi-disciplinary community of advisors. Attendees will gain insight into key findings from the State of Owner Readiness™ Research, learn the two concurrent paths within the Value Acceleration Methodology™, and see how you serve as core members of the exit planning team.

Learn how businesses can cut essential costs while boosting profitability and long-term value. This session explores proven strategies that deliver an average savings of 28%, often without switching vendors. Discover how reducing expenses and increasing EBITDA creates additional cash flow and drives higher multiples at exit—enhancing the results EF3 clients can achieve through the Exit Factor process.

Lunch

Case Study

Put your skills to the test as we work together on a real-world case study. Collaborate with fellow attendees to analyze and solve challenges, sharing perspectives and ideas to come up with the most effective solution.

Connect with our vendor partners, explore their solutions, and enjoy refreshments while you recharge.

We’ll wrap up the conference with an inspiring keynote designed to leave you energized, motivated, and ready to put new ideas into action. This powerful session will bring everything together and send you home with fresh perspective and momentum.

Conference Wrap-Up: Key Takeaways and Next Steps

As we close out the conference, we’ll recap the highlights, key takeaways, and actionable steps to ensure you leave with a plan to implement what you’ve learned.
Let’s reflect on the knowledge gained and prepare for the next steps in your journey toward success.

Transportation to the Evening of Excellence

To ensure a smooth and enjoyable transition to the awards dinner, we’ll provide transportation to and from the venue. A bus will be available to pick you up, so sit back, relax, and enjoy the ride as we head toward a
night of celebration and recognition.

Awards Dinner

Join us for an unforgettable evening of recognition, appreciation, and connection as we honor the exceptional achievements of our network.
This is a special time to reflect on the year’s successes, enjoy a delicious dinner, and share in the excitement of what lies ahead.
Let’s come together to celebrate our hard-earned victories and the incredible contributions that drive our success.

Transportation Back to Hotel

After a night of celebration, we’ll provide transportation back to your hotel for a smooth and stress-free return.