Maximize the value of your business,
identify your wealth gap, and exit on your terms.

Join Jonathan Israel (Certified Exit Planning Advisor), Jason “Wally” Waldron (President, Exit Planning Institute – Denver Chapter), and Frank Williamson (Founder & CEO, Oaklyn Consulting) for a focused discussion on how to plan and execute a successful business exit. Learn how to maximize value, align personal and financial goals, and navigate a smooth transition—whether your exit is years away or approaching soon. The session includes practical insights, real-world examples, and a live Q&A with the speakers.

What you’ll learn:

• How to increase the value of your business before exit
• Ways to align personal, financial, and legacy goals
• Key challenges in exit planning—and how to overcome them
• Strategies for both long-term and near-term exit planning
• Steps to ensure a smooth and successful transition
• Real-world insights from experienced professionals

Space is limited. Reserve your spot today by completing the registration form.

7/30/2026, 10:30AM – 11:45AM PDT

Click Here to RSVP

Raymond James is not affiliated with and does not endorse the opinions or services of Jason Waldron, or Frank Williamson.