Mastermind Summit

Beyond Growth:

Driving Scale, Exit Readiness & a Successful Life After the Deal

A free invite-only, in-person summit for CEOs, founders, and business owners preparing for a liquidity event in the next three to five years.

DATE:

Thursday, February 5

LOCATION:

Charles River Country Club

Newton Centre, MA

DATE:

LOCATION:

Thursday,

February 5

Charles River Country Club

Newton Centre, MA

Register Now

About Beyond Growth

Preparing for an exit is about more than the transaction itself. The decisions made years before a sale, operationally, financially, and personally, have a meaningful impact on both outcomes at the table and life after the deal.

Beyond Growth brings together experienced advisors and business leaders for a focused, half-day program designed to help owners think holistically about value creation, tax and planning considerations, and the transition that follows a successful exit.

Agenda

2:00 - 2:15 PM

Welcome & Opening Remarks

An overview of the day and how business owners can begin preparing for scale, exit readiness, and the next chapter.

2:15 - 3:00 PM

The Big, Beautiful Bill: Tax and Planning Implications for Business Owners

Speaker: Representative, J.P. Morgan Private Bank
A forward-looking discussion on the implications of proposed tax and estate legislation (“The Big Beautiful Bill”) and what it means for private business owners considering a sale.

Key topics:
Anticipated tax and capital market shifts
Wealth transfer timing and liquidity considerations
Proactive planning to preserve after-tax proceeds

3:00 PM - 3:15 PM

Networking Break

3:15 - 4:00 PM

Scaling to Sell: Building Enterprise Value Before Exit

Moderator: Marc Mingolelli, HUB International
Panelists: Eric Crews, Crews & co., Shannon Zollo, Morgan Lewis, John Schanuck, Broadreach Staffing Solutions, Gregory Rush, Dunn Rush and co.

A roundtable discussion focused on the operational, leadership, and structural decisions that influence valuation and buyer confidence.

Key topics:
Value creation strategies that drive multiples
Leadership and systems readiness
Legal and diligence preparation
Talent alignment and execution discipline

4:00 PM - 4:15 PM

Networking Break

4:15 - 5:00 PM

Life After the Deal: Wealth, Purpose & Legacy Planning

Moderator: Pamela Kuong, Santander
Panelists: Derek Mohamed, J.P. Morgan, Prasanna Kidambi, Stowe and Degon, Robert Arone, Orsi Arone Rothenberg Turner
A candid conversation about the personal and financial transition that follows a liquidity event.

Key topics:
Tax efficiency and wealth preservation
Estate and trust planning
Reinvesting capital with intention and purpose

5:00 - 6:30 PM

Networking Reception

Beer, wine, and hors d’oeuvres served.

Meet the Speakers

Eric Crews

Founder and CEO, Crews & co.

Eric works with business owners and leadership teams to improve profitability, execution, and enterprise value. His work focuses on helping companies build scalable operating systems, strengthen leadership accountability, and create clear value creation plans in preparation for future transactions.

Derek Mohamed

Executive Director, J.P. Morgan

Derek works with business owners and high-net-worth individuals navigating liquidity events and complex financial lives. His focus includes wealth management strategy, second opinions, and long-term planning following an exit.

Pamela Kuong

Market Director, Santander

Pamela works with middle-market companies to support their banking needs, including lending, cash management, international banking, and complex capital solutions. She also advises companies pursuing M&A, leverage finance, and equity-related transactions.

Prasanna Kidambi

Partner, Stowe & Degon

Prasanna provides proactive tax planning and advisory services for business owners, particularly those preparing for a sale. His work focuses on tax efficiency, transaction planning, and providing second opinions on complex tax matters.

Michael Stowe

Senior Partner, Stowe & Degon

Michael advises business owners on financial strategy, accounting best practices, and exit planning. He works closely with companies experiencing growth or transition to ensure their financial structure supports long-term value and buyer readiness.

Gregory Rush

Senior Managing Director, Dunn Rush & Co.

Gregory specializes in sell-side M&A advisory for middle-market companies. He helps owners understand how to grow enterprise value and navigate controlled sale processes designed to achieve optimal pricing and terms.

John Schnauck

Founder, Broadreach Executive Search

John supports companies hiring senior-level talent, from C-suite leaders to functional specialists. His team focuses on recruiting experienced professionals who can support growth, operational maturity, and post-transaction integration.

Robert Arone

Founding Partner, Orsi Arone Rothenberg Turner

Robert advises individuals and families on estate planning, probate, and asset protection. His work often supports business owners navigating life changes, wealth transfer planning, and post-transaction estate considerations.

Marc Mingolelli

Practice Group Leader, HUB International

Marc advises middle-market companies and investors on insurance, risk management, and transaction-related risk. His work spans M&A diligence, reps and warranties insurance, tax liability insurance, and value creation through risk optimization.

Shannon Zollo

Partner, Morgan Lewis

Shannon advises business owners on corporate and transactional matters, including accepting outside investment, structuring management incentive plans, and preparing for successful exits. Her work focuses on aligning legal strategy with long-term business goals, whether an owner is raising capital today or planning well ahead for a future transaction.

Brendan Leonard

President, Crews & co. Finance

Brendan works with companies that need stronger financial clarity and senior-level finance leadership to support growth and long-term planning. His focus includes strengthening financial reporting, building effective finance functions, assessing in-house teams, and supporting businesses through periods of transition, including preparation for future liquidity events.

Who Should Attend

This event is designed for CEOs, founders, and business owners preparing for an exit who value practical insight and thoughtful, peer-level conversation.

You may be a good fit if you are:

A CEO, founder, or business owner
Leading a company with $5M–$100M in annual revenue
Considering a sale, recapitalization, or succession within the next 3–5 years

In addition to the program content, the event is structured to encourage meaningful networking with other owners navigating similar decisions.

Frequently Asked Questions

Is there a cost to attend?

Attendance is complimentary.

Is this event open to the public?

No. Beyond Growth is an invitation-only event designed to foster meaningful, peer-level discussion.

What is the dress code?

Business casual. Collared shirts are required at the venue.

Can I take phone calls during the event?

Phone calls are not permitted in the clubhouse. Texting is allowed.

Will there be food and drinks?

Yes. Beer, wine, and hors d’oeuvres will be served during the networking reception.