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schedule

april 2nd – 4th
dallas, texas

schedule

Day 0
Agenda

The Reservoir
April 2nd

kickoff event presented by united midwest savings bank

Logo for United Midwest Bank

5:00 pm

Location: The Reservoir, 330 W Las Colinas Blvd.

schedule

Day 1
Agenda

The Rayleigh Underground
April 3rd

Welcome & Opening remarks

9:00 am

BY:
Sam Rosati, David Brackett, and Kevin Henderson

Keynote: Operational excellence

9:15 am

BY:
Josh Schultz

Josh transforms struggling operations into high-performing systems that drive sustainable growth and profitability. With 15+ years of global operations experience, he's successfully scaled and sold multiple industrial and manufacturing businesses across the U.S. and Mexico by combining strategic vision with hands-on technical expertise.

Searcher track

operator track

deal sourcing 201

10:10 am

BY:
Peter Lehrman

Running it Back: Starting Over After Exit

10:10 am

BY:
Mike Botkin

the fine print - smb legal

11:10 am

BY:
Eric Pacifici

So you want to own a holdco?

11:10 am

BY:
Chase Murdock, Palmer Higgins

lunch & Keynote: On Stage At Work, Hiding At Home

12:00 PM

BY:
Brent Beshore

After beginning his career as an entrepreneur and operator, Brent founded Permanent Equity in 2007 and leads the firm as CEO, working with investors and operators, and on evaluating new investment opportunities.  

Anatomy of a Deal: The Roof is on Fire!

1:30 pm

BY:
Nadav Ben-Chanoch, Jackie Hirsch, Kevin Henderson

the role of a ceo

1:30 pm

BY:
Chris Koerner

The "Fraud or Not" Game Show

2:30 pm

BY:
Mike Jerman

down at the 1-yard line

2:30 pm

BY:
Jeff Driskel

Breakout groups, happy hours, and break

3:20 PM

More Details Coming Soon!

Dinner & Keynote: An Entrepreneur's Guide to Double Digit Margin Expansion

6:30 PM

BY:
Paul Henderson

With over six years of experience as a co-founder and managing partner of an investment management firm, Paul has developed a keen eye for identifying and supporting promising ventures in many industries. Paul has invested in and partnered with multiple cannabis-related businesses, ranging from cultivation and manufacturing to retail and delivery, across different states and markets.

schedule

Day 2
Agenda

The Rayleigh Underground
April 4th

day 2 welcome

9:00 am

BY:
Sam Rosati, David Brackett, and Kevin Henderson

Keynote: Operational excellence

9:15 am

BY:
Moses Kagan and Will SMith

Moses is a co-founder and partner at Adaptive Realty. Through Adaptive and predecessor entities, he has overseen the acquisition and renovation of more than 100 buildings in Los Angeles. He also built and oversee Adaptive’s property management platform.

Searcher track

operator track

Ponytail vs. Patagonia

10:10 am

BY:
Taylor Walace and Chris Williams

next-level KPIs and performance tracking

10:10 am

BY:
Kaustubh Deo

Deal Sourcing 101

11:10 am

BY:
Jackie Hirsch and Clint Fiore

Acquisitions Gone Wrong post-Closing

11:10 am

BY:
Denisse Montenegro and Evelin Montenegro

Show Me the Money! Investor Equity Raise

1:30 pm

BY:
Tony Cappaert and Saumil Jariwala

The Intentional Owner - LIVE recording!

1:30 pm

BY:
Kaustubh Deo and Sam Rosati

Leveraging Your Future: SBA Debt

2:30 pm

BY:
Jared Johnson, Matt Dolsky, Heather Endresen

Cover Your A**: SMB Insurance

2:30 pm

BY:
Josh Richman, Andy Harbut, Joe Perrett

Breakout groups, happy hours, and break

3:20 PM

More Details Coming Soon!

Dinner & Keynote: Special Ops

6:30 PM

BY:
Christian Ruf

Christian spent over a decade leading high performing teams in complex environments, most notably with the 160th Special Operations Aviation Regiment. During that time, he deployed 5 times in support of high-risk contingency operations with the highest tiers of the special operations community. Seeking a change, Christian decided to run urgent cares for a small family business during COVID a day after getting out of an unforgiving career. That quick jump into business leadership taught him how to take his experience running no-fail missions into the business world, and has since expanding on that through a coaching practice and staffing business. Christian has three loves in his life- his wife, his daughter, and American BBQ.

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april 2nd - 4th, 2025
Dallas, Texas
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