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The Playbook for a Perfect Exit: Design with Your End in Mind

Build with the End in Sight — Whether You’re Exiting in 6 Months or 6 Years

Every Founder Will Exit. The Smart Ones Plan for It.

Whether you’re dreaming of an acquisition, planning a merger, or imagining an IPO, one thing is certain: a great exit doesn’t happen by accident. It’s designed from day one.

The Playbook for a Perfect Exit is a powerful, founder-focused session built to help you make smarter decisions today that lead to a more profitable, seamless exit tomorrow. Whether you’re years away from selling — or you’re getting ready to start the process — this session will equip you with the strategies, structures, and insight to maximize your outcome.

You’ll hear from seasoned M&A experts, exit planners, and founders who’ve been through it — sharing both the wins and the lessons learned the hard way.

laughing to the bank

What You’ll Learn

This session is all about reverse engineering your business with a clear exit strategy in mind. You’ll walk away with:

  • The top mistakes founders make when it comes to exits — and how to avoid them
  • How to increase your valuation and become more attractive to buyers
  • What acquirers are really looking for (and what kills deals)
  • How to structure your business, team, and financials to prepare for due diligence
  • Tips on timing the market and when to start the process
  • The role of M&A advisors, brokers, and deal teams — and how to choose the right ones
  • Why thinking about your exit early gives you more optionality, not less

Expert Speaker Lineup

(Speaker profiles will be updated as confirmed)

Erica Grimes
Managing Partner Managing Partner The BPH Group, LLC

Erika Baez-Grimes

Erika Baez-Grimes is a Business Coach, Sales Strategist, Founder, Speaker, & Certified M&A Professional focused on Providing, Acquisition training, Pre-Exit Guidance, and Value Creation Services to clients Nationwide.
With over 15 years of deal-making experience, and Education being at the center of her ecosystem, Erika founded The BPH Group, in 2015 to provide a Business HUB to help companies bridge gaps within their organizations.

Erika Baez-Grimes is a Business Coach, Sales Strategist, Founder, Speaker, & Certified M&A Professional focused on Providing, Acquisition training, Pre-Exit Guidance, and Value Creation Services to clients Nationwide.
With over 15 years of deal-making experience, and Education being at the center of her ecosystem, Erika founded The BPH Group, in 2015 to provide a Business HUB to help companies bridge gaps within their organizations.
The BPH Group helps entities identify revenue opportunities, understand their market value, secure funding, and implement systems to help them thrive in this ever changing climate. & For the wantrepreneur , solopreneur and first-time preneur we provide education and coaching services on entrepreneurship, acquisition, financing and much more.
Erika has received numerous awards and accolades from Fortune 100 organizations for delivering exceptional results across sales channels, and is proud to be serving all dream-preneurs, Main Street businesses & lower middle market clients in various capacities! It is Erika's belief that every entrepreneur should be equipped with the tools, strategy, and confidence to buy, scale, and prepare to exit successfully.
Founder Who Sold

Panelist TBD

Hear the real story behind a successful exit — from negotiations to surprises to what they wish they had done differently. This candid look inside the process will help you prepare like a pro.

Hear the real story behind a successful exit — from negotiations to surprises to what they wish they had done differently. This candid look inside the process will help you prepare like a pro.
Financial Strategy Expert

Panelist TBD

Learn how to get your financial house in order before you start taking calls. We’ll cover financial KPIs, cash flow prep, and the documents every serious buyer will want to see.

Learn how to get your financial house in order before you start taking calls. We’ll cover financial KPIs, cash flow prep, and the documents every serious buyer will want to see.

If you’re ready to grow your business beyond early traction and build a real growth engine, this is the session for you.

Why You Should Attend

  • Understand what you need to build now to exit strong later
  • Get practical, founder-tested advice on selling your company
  • Learn how to increase your value and reduce risk
  • Hear stories from people who’ve actually done it
  • Start building your exit playbook with clarity and confidence


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