Thursday, June 18th, 2026 · Poulsbo, WA

Build a Business
Worth Leaving.

Most business owners wait too long to start planning. This 90-minute lunch session gives you the exit planning roadmap — so you can build a stronger business today and leave on your own terms tomorrow.

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Thursday, June 18th, 2026 · 11:30 AM – 1:00 PM

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Vibe Coworks · Poulsbo, WA

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Lunch Included

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Limited Seats — Business Owners Only

See What's Covered ➔

All Business Owners Welcome

This event is open to all established business owners — but seating is strictly limited. Register now to secure your spot before it fills up.

Open Registration Lunch included · Limited seats

90-minute expert panel session
Lunch provided at Vibe Coworks
Exit planning overview from 5 local experts
Q&A with the full panel
Exclusive resource guide
Giveaway and networking opportunity

Open to all business owners · Seats are strictly limited · Register early to guarantee your spot

The Problem

Most Owners Exit
Without a Plan.

You've worked for years to build something valuable. But without a deliberate exit strategy, even great businesses can leave money on the table — or leave the owner stranded.

Exit planning isn't about leaving tomorrow. It's about building a business that's stronger, more sustainable, and worth more — starting today.

See What You'll Learn ➔

78% of business owners have no formal exit plan in place — yet the exit is often their single largest financial event.

Most buyers pay a premium for businesses that don't depend entirely on the owner. Operational clarity and documentation matter.

The earlier you plan, the more options you have — sale, succession, transition to family, or a staged exit on your timeline.

Financial readiness, mindset, and structure all intersect at the exit. Most owners only think about one of the three.

What You'll Walk Away With

Clarity, Tools, and a
Clear Path Forward.

Every invited guest leaves with tangible, actionable resources — not just inspiration.

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Your Exit Planning Roadmap & Checklist

Walk away with a comprehensive, step-by-step exit planning roadmap — and a practical checklist you can start using immediately. No more guessing where to begin or what to prioritize. You'll have a clear picture of the full journey and exactly where you stand within it.

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Assessments & Tools to Know Where You Stand

Gain access to curated assessments and diagnostic tools that reveal your current exit readiness — across operations, finances, leadership, and structure. You'll leave knowing not just where you are today, but what specific steps move you toward a stronger, more transferable business tomorrow.

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Identify & Avoid the Major Pitfalls

Most business owners unknowingly make decisions that erode the value of their business long before they consider an exit. Learn the most common — and costly — mistakes that prevent owners from realizing the full value of what they've built, and how to avoid them starting now.

Event Agenda

90 Minutes. Five Expert Lenses.
One Clear Roadmap.

Each presentation is focused, practical, and designed to give you a clear picture of what exit readiness actually requires.

11:30 – 11:40 AM

Welcome & Overview

Whitney Tatum

Introduction to the Exit With Intention series, why it was created, and what you'll walk away with today.

11:40 – 11:50 AM

Exit Planning Overview

Jeremy Mort

The full exit planning journey — common pathways, why early planning matters, and the major components of a successful transition.

11:50 AM – 12:00 PM

Mindset & Leadership

Collin Dayley

Your identity beyond the business. Leadership transition, building capacity, and preparing personally for life after ownership.

12:00 – 12:10 PM

Financial Planning & Valuation

Tanner Stepp

Financial readiness for exit, business valuation fundamentals, and the personal financial planning considerations that most owners miss.

12:10 – 12:20 PM

Structural Readiness

Whitney Tatum

Operational systems, SOPs, documentation, and how to build a business that functions — and transfers — beyond the owner.

12:20 – 12:30 PM

The Sale Process

Devin Craig

What actually happens during a business transaction — due diligence, buyer conversations, and the common mistakes owners make before entering the market.

12:30 – 12:50 PM

Live Panel Q&A

Facilitated by Jeremy Mort

Open-floor questions with the full panel. Cross-topic conversation and direct insights from five experts in the room.

12:50 – 1:00 PM

Closing, Giveaway & Next Steps

Whitney Tatum

Recap, upcoming opportunities in the series, giveaway, and networking time.

Your Panel

Five Local Experts.
One Shared Purpose.

This isn't a keynote from someone selling you a program. This is a panel of practitioners who work in business growth and exit planning every day — right here in the Pacific Northwest.

$Jeremy Mort$

Jeremy Mort

Tiderunner

Exit planning overview and long-term business readiness strategy.

Whitney Tatum

MOXIE Entrepreneurial Support Services

Business structure, operations, and organizational clarity for transition.

Collin Dayley

The Circle Leader

Owner mindset, identity, and leadership transition for life beyond the business.

Devin Craig

SDG Capital

The business sale process, due diligence, and transaction preparation.

Tanner Stepp

Edward Jones

Financial planning, business valuation, and personal wealth strategy for exit.

Who Should Attend?

Built for Established
Business Owners.

✓ This is for you if…

✓You've been operating your business for 3+ years
✓You're thinking about the next 5–10 years, not just next quarter
✓You want to sell, transition, or pass your business on someday
✓You're not sure where to start with exit or succession planning
✓You want your business to run — and be worth something — without you
✓You're in or near the Puget Sound / Kitsap Peninsula area

✗ This is not for you if…

✗You're a startup still finding product-market fit
✗You're not the owner or a key decision-maker in your business
✗You're looking for a sales pitch rather than honest, practical education
✗You're not interested in long-term thinking or sustainability

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Date

Thursday, June 18th, 2026

11:30 AM – 1:00 PM

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Location

Vibe Coworks

Poulsbo, Washington

🍽️

Lunch

Provided

Included with registration

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Registration

Open to All Owners

Limited seats — register early

What People Are Saying

Trusted by Business Owners
Across the Region.

Here's what business owners who have worked with us have to say about their experience.

"Moxie's ability to ask the right questions, simplify complex ideas, and help structure our company procedures has been a huge asset to our business."

— Wayne K., CEO

Construction Services

"Uncovering our true purpose, values, and vision has sparked a genuine cultural renaissance and helped ignite a new level of collaboration in my team."

— Ryan V., GM

Building Products Manufacturing

"I've been to a lot of business events that were just veiled sales pitches. This was different. Practical, honest, and exactly what I needed to start thinking about my next chapter."

— Established Entrepreneur

Retail & E-Commerce · Puget Sound

Common Questions

Frequently Asked Questions

Not at all. This session is designed for business owners who are 5–10 years out from a potential transition. The earlier you engage with exit planning, the more options you have — and the stronger your business becomes in the process.

Invited guests receive the full 90-minute expert panel session, a provided lunch at Vibe Coworks, direct access to panelists during the live Q&A, a curated resource guide, and entry into the exclusive giveaway.

No. This event is educational, not transactional. The panelists are here to share honest, practical knowledge — not to sell you a program or service. Our goal is to help you think more clearly about the long-term future of your business.

Seats are limited to keep the session intimate and the Q&A genuinely useful. This event is open to all established business owners — but we expect it to fill quickly. Register early to guarantee your spot.

Any established business — service, product, B2B, B2C, or professional services — that has been operating for several years and has an owner thinking about long-term sustainability, succession, or eventual exit.

Yes. This lunch session is the first event in the Exit With Intention series. Future deeper-dive workshops are planned. Attendees of this event will get first access to registration.

Build a BusinessWorth Leaving.

Most Owners ExitWithout a Plan.

Clarity, Tools, and aClear Path Forward.

Your Exit Planning Roadmap & Checklist

Assessments & Tools to Know Where You Stand

Identify & Avoid the Major Pitfalls

90 Minutes. Five Expert Lenses.One Clear Roadmap.

Five Local Experts.One Shared Purpose.

Built for EstablishedBusiness Owners.

Trusted by Business OwnersAcross the Region.

Frequently Asked Questions

Your Exit Starts Witha Single Decision.

Build a Business
Worth Leaving.

Most Owners Exit
Without a Plan.

Clarity, Tools, and a
Clear Path Forward.

90 Minutes. Five Expert Lenses.
One Clear Roadmap.

Five Local Experts.
One Shared Purpose.

Built for Established
Business Owners.

Trusted by Business Owners
Across the Region.

Your Exit Starts With
a Single Decision.