Legacy Exit Summit
November 6, 2025 - Houston, Texas
An invitation-only summit for private business owners preparing for a high-stakes exit.
The Real Exit Isn’t the Transaction. It’s the Transition.
You’re not just preparing your business for sale. You’re preparing the next chapter for your family, your team, and your values. The Legacy Exit Summit is designed for those who see the finish line not as an end, but as a handoff.
“One day, you’ll tell the story of how it ended and how it began again.”
The Exit Planning Crisis
You've built something extraordinary. But when it comes to your exit, you're navigating blind—with fragmented advice, unclear valuations, and family uncertainty threatening your legacy.
Valuation
Blind Spots
"What is my business truly worth right now?"
Market comps vary wildly. Brokers quote ranges that span millions. You're making the biggest financial decision of your life without reliable data.
Information
Fragmentation
"Why can't I see the whole picture in one place?"
Your lawyer talks legal. Your CPA talks tax. Your wealth advisor talks investments. Nobody talks to each other—leaving you to connect the dots.
Confidentiality
Paralysis
"How do I explore options without destabilizing my company?"
You fear word getting out to employees, customers, or competitors. So you delay, waiting for the "perfect moment" that never comes.
Family
Discord
"How do I keep everyone on the same page?"
Your spouse wants security. Your kids want legacy. Your partners want liquidity. Everyone has an opinion, but no unified plan.
7,500 US dollars
One Day. Complete Clarity.
Legacy Exit Summit eliminates months of scattered advisor meetings, giving you private-equity-grade clarity in one intensively structured day.
AI-Powered Valuation Certainty
You'll receive a 35-page Exit Readiness Report within 10 days
Market comps vary wildly. Brokers quote ranges that span millions. You're making the biggest financial decision of your life without reliable data.
Integrated Expert Advisory
Direct access to M&A attorneys, tax strategists, and PE principals
Your lawyer talks legal. Your CPA talks tax. Your wealth advisor talks investments. Nobody talks to each other—leaving you to connect the dots.
Confidential Peer Exchange
Learn from owners who've successfully navigated similar exits
You fear word getting out to employees, customers, or competitors. So you delay, waiting for the "perfect moment" that never comes.
Family Alignment Framework
Transform uncertainty into a unified transition plan
Your spouse wants security. Your kids want legacy. Your partners want liquidity. Everyone has an opinion, but no unified plan.
35
Seat Maximum
Intimate setting ensures meaningful connections and personalized attention
0
Vendors or Sponsors
No sales pitches. No booth exhibits. Just pure value and expert guidance
90
Day Accountability
Structured follow-up ensures you execute next steps, not shelf insights
$250M
Target Pipeline
Aggregate deal value we expect participants to initiate within 12 months
"In one day, I got more clarity on my exit than in two years of separate advisor meetings. The valuation report alone was worth triple the investment."
— Manufacturing CEO, $47M Revenue (2024 Participant)
Secure Your Seat
Legacy Exit Summit is exclusively for majority owners or controlling partners of private companies with $10M-$250M in annual revenue who intend to transition within the next 2-5 years.
What You'll Receive
Your Complete Exit Readiness Package
Exit Readiness Report
35-page customized analysis with valuation range, risk assessment, buyer-fit scoring, and prioritized action list
Legacy Brief Template
Framework for aligning family, board, and executives on transition timeline and wealth goals
90-Day Deal-Desk Access
Scheduled follow-up calls with Graystone and Artemis advisors to track action plan execution
Legacy Circle Membership
Ongoing peer group with quarterly insight calls and private communication channel
Priority Seat Rights
First refusal for future Legacy Exit Summit markets and exclusive capital-table roundtables
🔒 Ironclad Confidentiality Protection
Every participant signs comprehensive NDAs. No press. No public attendee lists. No information sharing without explicit consent. Your privacy is our paramount concern.
7,500.00
Per seat • 50% deposit upon acceptance • Balance due 14 days before summit
Compare this to six months of separate advisory meetings (typically $50,000+) and the potential value at stake in your exit decision.
⚠️ Applications Close October 15, 2025
Due to our rigorous vetting process and limited seating, we recommend applying immediately to ensure consideration.