Monday, May 19th
08:30 am – 11:00 am | Regional Meeting (Regional Developers Only)
10:00 am – 03:00 pm | Conference Registration – Aqualea Pre-Function
11:00 am – 03:00 pm | Sponsor Set-up – Belleair
03:45 pm – 05:00 pm | The State of Murphy: Elevating Excellence & Shaping Our Future (Murphy Associates only) – Aqualea Grand Ballroom
05:00 pm – 06:00 pm | Meet the Sponsors – Belleair
06:00 pm – 08:00 pm | Welcome Reception with Sponsors – Sky Terrace 16th Floor
10:00 am – 03:00 pm | Conference Registration – Aqualea Pre-Function
11:00 am – 03:00 pm | Sponsor Set-up – Belleair
03:45 pm – 05:00 pm | The State of Murphy: Elevating Excellence & Shaping Our Future (Murphy Associates only) – Aqualea Grand Ballroom
05:00 pm – 06:00 pm | Meet the Sponsors – Belleair
06:00 pm – 08:00 pm | Welcome Reception with Sponsors – Sky Terrace 16th Floor
Tuesday, May 20th
07:15 am – 08:15 am | Continental Breakfast with Sponsors – Belleair
08:15 am – 09:45 am | General Session with Keynote Speaker, Monty Walker – Aqualea Grand Ballroom
09:45 am – 10:00 am | Break
08:15 am – 09:45 am | General Session with Keynote Speaker, Monty Walker – Aqualea Grand Ballroom
09:45 am – 10:00 am | Break
10:00 am – 11:30 am | Using Zoom Info for Buy & Sell Side Engagements – Ben Shaw, Murphy Business – Sand Key
Valuation Nightmares: Real World Pitfalls & How to Avoid Them – Shelia Darby, BizWorth – Madeira
Stop Selling: how to Create a Compelling Value Proposition that Motivates Buyers to Act – Doug Batts, Murphy Business – Longboat Key
Alphabet Soup – NDA, IOI, LOI, EMD, APA, SPA, Exclusivity – Ron Buck, Murphy Business – Siesta Key
Valuation Nightmares: Real World Pitfalls & How to Avoid Them – Shelia Darby, BizWorth – Madeira
Stop Selling: how to Create a Compelling Value Proposition that Motivates Buyers to Act – Doug Batts, Murphy Business – Longboat Key
Alphabet Soup – NDA, IOI, LOI, EMD, APA, SPA, Exclusivity – Ron Buck, Murphy Business – Siesta Key
11:30 am – 12:30 pm | Networking with Sponsors – Belleaire
12:30 pm – 01:45 pm | Lunch with Creditbench powered by Bayfirst – Aqualea Grand Ballroom
02:00 pm – 03:30 pm | Three Strategies to Get Your Deal Across the SBA Finish Line – Hannah Layton, BayFirst – Longboat Key
F-Reorg/1202 QSBS – Monty Walker, Walker Business Advisory Services – Siesta Key
Difficult Conversations – Jennifer Broeckling, Murphy Business – Madeira
12:30 pm – 01:45 pm | Lunch with Creditbench powered by Bayfirst – Aqualea Grand Ballroom
02:00 pm – 03:30 pm | Three Strategies to Get Your Deal Across the SBA Finish Line – Hannah Layton, BayFirst – Longboat Key
F-Reorg/1202 QSBS – Monty Walker, Walker Business Advisory Services – Siesta Key
Difficult Conversations – Jennifer Broeckling, Murphy Business – Madeira
Wednesday, May 21st
07:30 am – 08:30 am | Continental Breakfast with Sponsors – Belleair
08:30 am – 10:00 am | Partial Sales – Monty Walker, Walker Business Advisory Services – Siesta Key
Structuring the Deal: Key Lending Insights for Business Advisors – Lynn Ozer, Multifunding – Sand Key
Thriving in Your First Two Years – Phil Eleson, Murphy Business – Madeira
08:30 am – 10:00 am | Partial Sales – Monty Walker, Walker Business Advisory Services – Siesta Key
Structuring the Deal: Key Lending Insights for Business Advisors – Lynn Ozer, Multifunding – Sand Key
Thriving in Your First Two Years – Phil Eleson, Murphy Business – Madeira
10:00 am – 10:15 am | Break
10:15 am – 12:00 pm | TBD with Gold sponsor presentation – Aqualea Grand Ballroom
12:00 pm – 01:15 pm | Lunch with Live Oak presentation – Aqualea Grand Ballroom
01:15 pm – 01:30 pm | Break
01:30 pm – 03:00 pm | Business Exchange Session – 3 rounds, 25 min each with Gold Sponsor presentation – Aqualea Grand Ballroom
03:00 pm – 03:15 pm | Break
03:15 pm – 04:45 pm | Accounting Essentials for Brokers – Mark Pompeo, Live Oak Bank – Longboat Key
Deferred Sales Trusts – Greg Reese, The Estate Planning Team – Sand Key
Using AI in Your Brokerage Practice – Vipin Singh, Murphy Business – Siesta Key
05:30 pm – 06:30 pm | Cocktail Reception Sponsored by Estate Planning, First Internet Bank, and BizWorth – Aqualea Ballroom Pre-Function
06:30 pm – 08:30 pm | Evening of Awards Banquet sponsored by Platinum sponsor – Aqualea Grand Ballroom
08:30 pm – ???? | TBD
10:15 am – 12:00 pm | TBD with Gold sponsor presentation – Aqualea Grand Ballroom
12:00 pm – 01:15 pm | Lunch with Live Oak presentation – Aqualea Grand Ballroom
01:15 pm – 01:30 pm | Break
01:30 pm – 03:00 pm | Business Exchange Session – 3 rounds, 25 min each with Gold Sponsor presentation – Aqualea Grand Ballroom
03:00 pm – 03:15 pm | Break
03:15 pm – 04:45 pm | Accounting Essentials for Brokers – Mark Pompeo, Live Oak Bank – Longboat Key
Deferred Sales Trusts – Greg Reese, The Estate Planning Team – Sand Key
Using AI in Your Brokerage Practice – Vipin Singh, Murphy Business – Siesta Key
05:30 pm – 06:30 pm | Cocktail Reception Sponsored by Estate Planning, First Internet Bank, and BizWorth – Aqualea Ballroom Pre-Function
06:30 pm – 08:30 pm | Evening of Awards Banquet sponsored by Platinum sponsor – Aqualea Grand Ballroom
08:30 pm – ???? | TBD