Open Forum

14 July 2026 12:30 PM (GMT-05:00) Eastern Time (US & Canada)

Venue: Think Big Space
Location: United States

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The Founder Exit Roadmap

21 July 2026 08:00 AM (GMT-05:00) Eastern Time (US & Canada)

Venue: Think Big Space
Location: United States

Most founders spend decades building a company and sell it exactly once, often learning how the process works only after they're already in it, across the table from buyers who do this for a living. The Founder Exit Playbook, a new member series from Carleton McKenna & Co., is built to close that gap: candid, small-group conversations where founders get an inside look at how middle-market companies actually get bought and sold.

Our flagship session pulls back the curtain on the deal process from the advisor's seat. We'll cover how buyers really value a business and what quietly moves that number up or down, why the headline price is often the least important part of a deal, and the moves that separate a strong outcome from a missed one. This is a working conversation, not a lecture. Come with the questions you can't easily ask anyone else; the session is built around them.
Whether an exit is years away or already on your mind, you'll leave understanding the game before you have to play it.
What attendees can expect
-How lower-middle-market companies are valued, and the levers that expand or erode that value
-Strategic vs. financial buyers, and what each is really solving for
-How a sell-side process actually runs, from preparation through diligence to close
-Deal structure beyond headline price: earnouts, rollover, working capital, and what you're on the hook for after close
-The most common ways founders leave value on the table
-Open Q&A throughout

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EO US East Bridge Chapter Retreat in Philadelphia

22-24 July 2026 02:00 PM (GMT-05:00) Eastern Time (US & Canada)

Venue: KIMPTON HOTEL MONACO PHILADELPHIA
Location: Philadelphia, Pennsylvania, United States

EO US EAST BRIDGE PHILLY RETREAT

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Building Unbreakable Teams & Community Bonds That Thrive Through Challenge

23-27 July 2026 05:00 PM (GMT+07:00) Bangkok, Hanoi, Jakarta

Venue: TBD, HCMC
Location: Ho Chi Minh City, Vietnam

Join bestselling author Charles Vogl for an online fireside chat exploring how resilient leaders create teams and communities that thrive through uncertainty, challenge, and change.

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Surrender

29-30 July 2026 02:00 PM (GMT-05:00) Eastern Time (US & Canada)

Venue: Surprise
Location: United States

EO Cleveland Members,

This is a 24-hour experience designed to step away from the day-to-day and create space to think more clearly, reset, and reconnect.

What to expect:

What this is not:

This is time set aside — without distraction — to step back and reset.

Details:
📅 July 29–30
🚌 Departing from the Think Big Space July 29th at 8:00am, and returning July 30th at 2:00pm
👥 Limited to 26 EO members
📵 Electronics surrendered during the experience
🍽 Meals and accommodations included

Overnight participation is required. No partial attendance.

Spots are limited and will be filled on a first-come basis. A waitlist will begin once capacity is reached.

If this speaks to you, we encourage you to secure your spot.

• Registration