Registration

Lunch

The Power of the Network

The best ideas, connections, and opportunities may already be in the room. Get to know your fellow franchisees and consultants, share experiences, and discover how tapping into the network can help all of us grow stronger together.

Building What’s Next

Hear from Peter as he shares his vision for the next chapter of Exit Factor, how we’re continuing to invest in the brand, and what’s ahead. We’ll look at the opportunities in front of us and what it will take to build on our momentum and take Exit Factor to the next level.

Matching the Message to the Seller

The right message can turn a conversation into an opportunity. Learn how to tailor your approach, communicate value, and create stronger engagement that leads to more meetings and qualified prospects.

Partner Power Session – Units Marketing

A hands-on HubSpot training focused on managing your pipeline, properly tracking activity and notes, and building the CRM habits that keep opportunities organized and moving forward.

Wrap Up

We’ll close out Day 1 with a few key takeaways and a quick look at what’s ahead for Day 2.

Partner Appreciation Mixer

Join us for drinks, conversation, and connection as we celebrate our strategic partners and the relationships that help strengthen and support the Exit Factor network.

Breakfast

Welcome

Welcome back! We’ll set the stage for Day 2, preview what’s ahead, and get ready to turn yesterday’s momentum into action.

Partner Power Session – Morgan Stanley

Hear from Shelley Ford of Morgan Stanley on how wealth planning can support business owners as they build value, prepare for the future, and navigate important financial decisions throughout their journey.

The 4 Steps to Sales Success

Sales success starts with consistent activity. This session breaks down the proactive actions that build your pipeline, create more conversations, and ultimately drive more opportunities and revenue.

Coffee Break

Partner Power Session – Rise Alliance

Join our partner spotlight session with Rise Alliance, a business advisory and debt restructuring firm that helps business owners improve cash flow, navigate financial challenges, and build a path toward long-term stability.

Lead Gen in Action: Workshop

Lead generation starts with activity. This hands-on session will cover practical ways to get in front of more business owners, create conversations, and build a consistent plan for generating opportunities in your market.

Lunch

Inside the FAC: How It Works and Why It Matters

Hear directly from FAC members about what the FAC does, how it works, and how they represent the voice of the network.

Partner Power Session – Tree Ring Digital

Learn how Tree Ring Digital helps businesses build, manage, and protect their online assets, an important part of business value, while providing additional solutions you can bring to your clients.

National Accounts: Expanding Our Reach

Bigger partnerships create bigger opportunities. Learn how National Accounts is expanding Exit Factor’s reach, opening new doors, and creating new lead opportunities for franchisees and consultants across the network.

Break

Get Visible: Local Marketing Audit

Being known in your market starts with how you show up. This working session takes a hands-on look at your online presence and simple ways to build credibility, earn trust, and strengthen your local visibility.

Wrap Up + Q&A

Let’s turn momentum into action. We’ll wrap up with key takeaways, clear next steps, and a commitment to what you’ll put into practice when you get back to your market.