YOU ONLY GET ONE SHOT AT SELLING YOUR BUSINESS.
And the biggest mistakes are often made years before the sale
SELL ONCE. KEEP MORE.
An evening for business owners who want to understand what actually determines what they keep when they exit.
When:
Monday, November 2nd 2026
4:30 PM – 6:00 PM
Spouses and partners welcome. No cost to attend.
THE SALE IS ONE DAY.
WHAT YOU KEEP IS DECIDED YEARS EARLIER.
By the time a buyer sends a letter of intent, some of the biggest opportunities to protect your proceeds may already be gone.
And once the deal is underway, your options narrow.
- Tax structures have timelines
- Buyers look at years of financial performance.
- Ownership and estate structures have to be in place before they're needed.
The question isn't whether you'll eventually sell.
It's whether you'll be ready when the opportunity comes.
Three things we'll cover
- What increases your business's value:
What buyers pay more for, what they discount, and what you can still change before you sell. - Where the tax bill is won or lost
Why some strategies need years of runway—and what happens when planning starts too late. - What happens after the sale
Have a plan for the money, your estate, and what comes next before the deal closes.
TWO HOURS COULD CHANGE THE WAY YOU APPROACH YOUR EXIT.
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Investment advisory services offered through Revolution Capital, LLC, a Registered Investment Advisor with the Securities and Exchange Commission (SEC)
Your Hosts
A wealth advisor and an attorney. One conversation.
Ryan Fleischer, CEPA®
Founder & CIO, Revolution Group
Ryan Fleischer is the Founder and Chief Investment Officer of Revolution Group, Revolution Capital—a Registered Investment Advisor—and Revolution Tax. With a wealth of experience, Ryan has worked with family offices, business owners, CEO founders, endowments, and Fortune 1000 executives. He has also served on advisory boards of private equity firms managing over $34 billion in transacted investment volume.
2025 ThinkAdvisor Luminaries Chief Investment Officer of the Year · 2024 Finalist, Thought Leader of the Year · Yale MSF · EDHEC Invited Fellow · CEPA · RFC · CAIA-FA
David Dvorak
President, Dvorak Law Group
David Dvorak is the Firm’s President and Chair of the Firm’s Executive Committee. He holds significant experience in counseling high net worth and ultra-high net worth individuals and their families on sophisticated estate, business, and personal planning. Three decades of experience representing owners of closely held businesses in developing and implementing succession/tax planning for their families.
Chambers High Net Worth Guide · Best Lawyers in America® since 2018 · L.L.M., Taxation · J.D., cum laude