The Upward Leadership Summit is an impactful three-day experience hosted by [Host Name(s)]. This event gathers 5,000 ambitious leaders from various stages of business growth
The Upward Leadership Summit is an impactful three-day experience hosted by [Host Name(s)]. This event gathers 5,000 ambitious leaders from various stages of business growth

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- Days Until Upward 2026

Exit Strategies that Maximize Value and Minimize Regret

Presented by Rafael Pinho, CFA, Exit Advisor and Author of From Job to Asset

Most business owners wait too long to plan their exit—and leave millions on the table as a result. This masterclass equips founders and CEOs with a clear roadmap to turn their company from a demanding job into a transferable asset. Participants will learn the critical steps to prepare their business, their team, and themselves for a successful exit.

Key Topics
Why Exit Planning Matters
  • How buyers actually assess value
  • The cost of waiting until you’re “ready to sell”
Maximizing Business Value Before the Sale
  • Revenue and margin drivers that move the valuation multiple
  • Owner independence and transferable systems
Structuring the Exit Options
  • Strategic buyers, financial buyers, family, or employees
  • Pros, cons, and pitfalls of each path
Negotiating the Deal
  • Insights from You Can Negotiate Anything by Herb Cohen
  • How to control terms, not just price
Preparing Yourself, Not Just Your Business
  • The emotional side of stepping away
  • Identity, purpose, and planning for “what’s next”
Key Takeaways
  • A proven framework to start planning your exit now
  • Practical strategies to increase valuation and deal success
  • Clarity on which exit options fit your goals
  • Tools to avoid the most common regrets of former owners
Register for Upward 2026