EVENT: VISTAGE CEO Summit Breakfast – Boca Raton
Georganne
January 21, 2025
EVENT: VISTAGE CEO Summit Breakfast – Boca Raton
Topic: Maximizing Your Business Value for Legacy and Liquidity
Featuring Panelists: Christopher Michelson, Pete Worrell, and Nicholas C. Guerra, Esq, LLM
Thursday, February 20, 2025
Registration & Networking: 7:00am
Program: 7:30am – 10:30am
Royal Palm Yacht & Country Club
2425 West Maya Palm Drive
Boca Raton, FL 33432
Sponsored by: VISTAGE – The World’s Leading Chief Executive Organization Since 1957.
Co-Hosted By: Georganne Goldblum, VISTAGE Florida Chair
CEOs: Please call, email, or DM via LinkedIn to RSVP.
Join us for the Boca Vistage CEO Summit, an exclusive event for CEO’s and business leaders. Discover actionable strategies to optimize the value of your businessâwhether you’re planning for succession, exploring liquidity options, or building a lasting legacy.
Agenda Highlights
Gain expert perspectives on Business Valuation, Wealth Transfer Strategies, and exit planning from a panel of M&A, Legal and Banking Experts sharing Best Practices, War stories and obstacles that you can avoid:
Panelists
- Christopher Michelson – Founder of Strategic Family Capital. Specializes in succession planning, capital markets, and investment management.
- Pete Worrell – Co-CEO of Bigelow LLC, Entrepreneur, and Author. Bigelow is the leading M&A Advisor working exclusively with Owners of high performing companies.
- Nicholas C. Guerra, Esq, LLM – Managing partner at Guerra Tax and Wealth Planning PA, specializing in advanced wealth transfer strategies and tax minimization for high net-worth individuals and businesses.
Moderator
Carlos Garrido – Business Owner and M&A Specialist with expertise in guiding companies through successful transactions and growth strategies.
Roundtable Vistage Experience
Engage in collaborative discussions with CEO peers to workshop a strategic challenge unique to your business.
Why Attend?
- Learn Proven Strategies to maximize your business’ transferable/enterprise value.
- Prepare for the Future with expert guidance tailored to your needs for a successful exit whether it’s soon or in the future.
- Connect with Peers and the top leaders in the industry.
Who Will Attend
Our CEO Summit Breakfasts have been enormously popular over the years and are very well attended. We are expecting another excellent turnout of South Florida’s Top CEO’s and hope you will join me and many other CEO’s for this event. After our panel discussion there will be a short presentation about VISTAGE, followed by interactive breakout sessions to allow you to meet some VISTAGE member CEO’s and experience how VISTAGE CEO groups work through key business decisions.
Space is limited.
Please call, email, or DM via LinkedIn to RSVP to secure your seat at what should be an amazing event.
I look forward to seeing you there!
About Georganne
Georganne Goldblum is a seasoned executive coach with over 20 years of experience, specializing in coaching senior executives to outperform their goals and competition. Drawing from her impressive background as a Fortune 500 executive, management consultant, entrepreneur, and private investor with over 25 years of management experience, Georganne brings a wealth of knowledge and expertise to her coaching.
An MBA graduate from the renowned NYU Stern School of Business, her impact and influence in the industry are evident through the numerous accolades and awards she has received, including the prestigious Charles “Red” Scott Award. As a testament to her commitment to excellence, Georganne has earned the esteemed #1 VISTAGE Florida Chair Award for an impressive 13 consecutive years and has been recognized as one of the Most Influential Businesswomen in South Florida. Connect with her on LinkedIn.
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