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Your Exit Plan

Wed Apr 22, 2026 8:30 AM - 2:00 PM EDT Luminary 4th Floor (or Virtual), 1204 Broadway NY, NY 10001
RSVP

Your Exit Plan

Wed Apr 22, 2026 8:30 AM - 2:00 PM EDT Luminary 4th Floor (or Virtual), 1204 Broadway NY, NY 10001
RSVP

In partnership with The Whisper Group & Luminary

Sponsored by Citizens, Lowenstein Sandler, All Rise, CohnReznick, Davis & Gilbert LLP and Legacy AI

Join us for a dynamic conference designed to help founders and business owners understand the M&A process and strengthen their company’s value. Through interactive sessions and expert-led conversations, you’ll learn the fundamentals of valuation, explore strategies to prepare your business for an exit, and hear firsthand insights from founders who’ve been through it all. 

  • The Exit Whisperer Podcast live recording! The Exit Whisperer podcast features women who have scaled and sold businesses of all shapes and sizes. Host Carrie Kerpen gives us invaluable insights into the minds of women who are closing the Exit Gap.

  • FREE Exit Planning Office Hours with The Whisper Group's, Citizens’s, and AllRise Legal Counsel's advisors. Sessions will be in-person, at Luminary on a first come, first serve basis.

    • Sign up HERE to reserve an in-person spot for a 1:1 Exit Planning session with Maggie Lord from with The Whisper Group

    • Sign up HERE to reserve an in-person spot for group sessions on financial planning, growth, and scale with Citizens's advisors

    • Sign up HERE to reserve an in-person spot for a 1:1 Exit Planning session with Leslee Cohen from AllRise Legal Counsel

Not a Luminary member? Your reservation gives you access to Luminary for the day — enjoy networking over breakfast and lunch, and continue connecting with your complimentary Day Pass after the event!

AGENDA:

8:00 - 8:45am | Doors Open, Networking & Breakfast

8:45 - 9:00am | Welcome Remarks

9:00 - 9:45am | The Exit Whisperer Podcast

9:45 - 10:15am | Don’t Be Afraid of M&A: Back to Basics

10:15 - 10:45am | What’s a Valuation and How to Improve Yours

10:45 - 11:20am | Finding Buyers for Your Business

11:20am - 11:55am | The Acquirer’s Side

11:55am - 12:30pm | Prepare Your House

12:30pm - 1:00pm | Navigating a Liquidity Event and Legacy Planning

1:00pm - 1:15pm | Closing Remarks

1:15pm - 2:00pm | Lunch & Networking

2:00pm - 4:00pm | Office Hours with The Whisper Group and Citizens

Sign up for office hours with The Whisper Group HERE



I understand my attendance signifies that photographic or video recordings of me may be displayed electronically or in print via Luminary's website, social media or shared with event partners for their promotional use. For questions or to opt out of photographic and video displays please email events@weareluminary.com

Location

Luminary 4th Floor (or Virtual), 1204 Broadway NY, NY 10001