About This Event
Join us for the inaugural Business Owner Transition Roundtable!
This in-person event will focus on sharing insights, trends, opportunities, challenges, and developments related to helping business owners successfully transition their businesses with the support of financial advisors.
Our goal is for attendees to learn techniques and processes that will enable advisors to capture the $14 trillion in wealth expected to become available by 2033, as privately held business owners transition.
Attendees will include executives from national, regional, and independent broker-dealer firms, as well as RIA firms.
Sponsor companies include representatives from private equity firms, insurance companies, service providers, technology firms, valuation firms, and other firms that support business owners as they prepare for a successful transition.
Thanks to the support of our sponsors, there is No Charge for the distributor attendees to attend this event.
Complimentary items include accommodations at the host property for the days of the event, all event-related food and beverage, and travel reimbursement.
Event Details
WHEN
Start:June 3, 2026 at 12:00 PM
End: June 4, 2026 at 1:00 PM
Central Time
WHERE
The Westin Nashville
807 Clark Place, Nashville, 37203, USA
The
Agenda
Day 1 - June 3, 2026
Morning
Arrival
12:00 - 12:50 PM CST
Group Lunch
General Sessions
Welcome / Objectives and Outcomes
Introductions
Trends and stats on Business Owner transitions
Success stories shared
Best practices for working with business owners
Best practices on engaging new business owner clients: what's working, not working
Challenges facing advisors working with business owners
1:00 - 5:00 PM CST
Cocktail Reception
6:00 - 7:30 PM CST
7:30 - 9:30 PM
Group Dinner
Day 2 - June 4, 2026
8:00 - 9:00 AM CST
Breakfast
General Sessions
Best methods for helping advisors build an advisor team
Outside vendors needed for helping advisors
Regulatory / Compliance Challenges
Wrap up
9:00 - 12:00 PM CST
12:00 - 1:00 PM CST
Group Lunch
1:00 PM CST
Depart
SPEAKERS
Take a look at our speakers scheduled for this event
Tina Corner Stolz
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As one of the top-performing franchisees in the industry, Tina was putting in 60+ hour weeks, sacrificing margin, and watching fellow peers struggle to fill or even launch their groups—all while 23% of her top-line revenue went elsewhere.
Determined to create a better path, she sold her franchise for 1.6x revenue and launched LXCouncil: a business licensing model built for the professionals who create and lead peer groups.
Here, you can earn what you're worth, own your business outright, make decisions that align with your goals, and thrive in a collaborative, innovative, and continuously evolving community.
LinkedIn
Scott Stolz
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Extensive background in the annuity and insurance industry. Has experience in sales, marketing, and operations on both the manufacturing and distribution sides of the business. Previous roles include National Sales Manager for the Broker/Dealer channel at a major annuity producer and Senior VP of Operations at three different insurance companies. Currently, oversees all aspects of the insurance and annuity division for Raymond James Financial, along with Mutual Fund Research, Alternative Investments, Structured Products, and Options.
LinkedIn
HIGHLIGHTS INCLUDE
Best practices and strategies for what is working, not working in engaging privately held business owners for exit planning
An up close and personal seat at the table to hear challenges and key initiatives as well as provide expert insight
FAQs
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You will book your airfare, and we will reimburse you up to $700. We realize sometimes airfare will cost more than $700 due to many circumstances. We ask that you try to keep the cost to $700 or under, but there may be exceptions.
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We have a form you submit to use showing your airline ticket amount, and we will then send your reimbursement to your office address on file.
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Yes, your hotel room is paid for one night. We do not reimburse for Uber/Lyft rides.
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We have lunch both days, a cocktail reception and dinner the night of Day 1 and breakfast on Day 2. All your meals are covered while at the event.
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Yes, for those who opt in for it to be shared.
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No, once we receive your registration, we will secure your hotel room for you and send you the confirmation details.
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We are happy to accommodate your dietary needs. To do so, send us an email upon registering to notify us of your restrictions or preferences.
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No, we do not record the meeting or take notes due to confidentiality in the discussions.
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The invite is an exclusive invite, not transferable. If there is someone in your firm that you believe should also attend, please reach out to Tina, tina@lxcouncil.com to talk about it. We realize sometimes there is more than one person at a firm who should attend.