Concurrent Let’s Get Down to Business Workshops

Kick off your Symposium experience with one of our five, to-the-point, all-business, no-filler, best-practice, data-driven workshops designed to help you take your business to where you want it to be. Each workshop wraps up with a handy set of “next steps” for you to take back to your firm so you can begin to implement new ideas immediately. For your convenience and choice, each workshops is offered twice from 2:30 PM to 3:30 PM and again from 4:00 PM to 5:00 PM.      

WORKSHOP 1
2:30pm – 3:30pm  |  4:00pm – 5:00pm
Seven Ways to Increase Your Firm’s Value in Seven Months
Learn the seven most impactful things you and your team can do to increase your firm’s value this year.

Your Let’s Get Down to Business coach:
Nate Wentworth, Senior Consultant – Morrissey Goodale

WORKSHOP 2
2:30pm – 3:30pm  |  4:00pm – 5:00pm
Strategy: Take time to work ON your business and not just IN your business
Choose this workshop to learn (a) how to craft a plan to take your firm to the next level, and (b) the best practices to make your strategic plan a reality.

Your Let’s Get Down to Business coaches:
Sarah Thornhill, Consultant – Morrissey Goodale
Rafael Barbosa, Director of Market Intelligence – Morrissey Goodale

WORKSHOP 3
2:30pm – 3:30pm  |  4:00pm – 5:00pm
AI for the AE CEO: Making AI a competitive advantage for your firm
When you choose this workshop you’ll learn how to deploy AI and machine learning at your firm for increased profits.

Your Let’s Get Down to Business coaches:
Brendon Cussio, Principal – Morrissey Goodale
Gary McClure, Senior Consultant – Thrivence

WORKSHOP 4
2:30pm – 3:30pm  |  4:00pm – 5:00pm
Private Equity: What’s it all about and is it right for you?
Private Equity is changing the face of the industry, and the fortunes of many firms. Choose this workshop to demystify Private Equity and figure out if it makes sense for your firm.

Your Let’s Get Down to Business coach:
Nick Belitz, Principal – Morrissey Goodale

WORKSHOP 5
2:30pm – 3:30pm  |  4:00pm – 5:00pm
Ownership Transition: Simple, not easy
This is the workshop for firm leaders who want to (a) understand how to transfer ownership internally, and (b) the sequence of steps and activities required to pass the baton to the next generation.

Your Let’s Get Down to Business coach:
Allie Tepper, Principal Advisor – Morrissey Goodale

Opening Reception
On the pool deck at the Mandarin Oriental overlooking Biscayne Bay

Networking never felt so good. Catch the sunset over Biscayne Bay while you mingle with Symposium attendees, speakers and sponsors. Make new connections and get reacquainted with others as you enjoy an open bar, hors d’oeuvres and live calypso music before heading out into the night to enjoy everything that Miami has to offer.

Networking Breakfast 
Mandarin Oriental Ballroom Salon 1 and Terrace

Start your day with breakfast overlooking stunning Biscayne Bay and making valuable connections with industry executives and investors.

The 1000 Club
Mandarin Oriental Ballroom Salons 2-3

This panel brings together deal advisors and experts who between them have advised on over 1000 transactions to share their observations on the market, the emerging trends and terms they are seeing in deals in 2025, and their advice for buyers and sellers now.

PANELISTS:
George E. Christodoulo, Partner – Lawson & Weitzen, LLP
Brendon Cussio, Principal, Morrissey Goodale
David M. Sullivan, Partner – PKF O’Connor Davies

MODERATOR:
Katharine Van Leer, Consultant, Morrissey Goodale

Networking Break
Mandarin Oriental Ballroom Foyer

M&A Trends and Valuations
Mandarin Oriental Ballroom Salons 2-3

In this moderated discussion, Nick Belitz and Jon Escobar of Morrissey Goodale share their observations on the M&A market in 2024 and reveal where valuations are now (and where they’re headed).

PANELISTS:
Nick Belitz, Principal, Morrissey Goodale
Jon Escobar, Principal, Morrissey Goodale

MODERATOR
Sarah Thornhill, Consultant, Morrissey Goodale

Closing remarks

Confidential consulting sessions with the Morrissey Goodale team

Schedule time with one of the Morrissey Goodale team to confidentially discuss your business, strategy, M&A, ownership transition, business exit, or innovation questions.