Build Value.
Exit Rich.
Retire with intention.
The Exit Rich & Total Retirement Symposium brings business exit strategy and post-exit wealth planning together in an exclusive, elevated, one-day experience that you cannot afford to miss.
You built the business. Now build the strategy for everlasting wealth.
Most owners have spent decades investing time, energy, effort, and money into growing their businesses—and have made tremendous sacrifices along the way. Unfortunately, according to Steve Forbes, eight out of ten businesses will never sell, forcing some owners to close their doors or even file for bankruptcy. It is our greatest mission to help as many business owners as possible exit rich and retire rich. This symposium is the blueprint designed to maximize the value of your business while protecting your legacy and long-term wealth.
Nine perspectives.
One goal: Exit Rich. Retire Rich.
Business growth, exit strategy, business acquisitions, M&A, intellectual property, AI and software integration, tax mitigation, tax planning, investment management, retirement planning, and legacy protection—brought together around the same owner journey.
Michelle Seiler Tucker
M&A advisor, Exit Rich Authority, and bestselling author with more than 26 years of experience helping owners build enterprise value, prepare for market, and execute transactions at maximum value through her proprietary evaluation and Exit Rich process. Seiler Tucker Inc. specializes in buying, selling, fixing, and growing businesses. Michelle is the author of the Wall Street Journal and USA Today bestseller Exit Rich, endorsed by Steve Forbes.
Ernie Burns
Retirement and estate planning professional focused on helping families protect, preserve, and transition wealth with clarity before and after a major liquidity event.
Clay Banks
Growth advisor helping business leaders strengthen operations, accelerate enterprise growth, and position their companies for the next stage.
Clayton Allison
Investment strategist offering perspective on portfolio construction, market opportunities, and managing capital before and after a business transition.
Greg Latham
Greg founded Intellectual Property Consulting in 2007 and leads the firm while advising clients on trademarks, copyrights, patents, trade secrets, entertainment, software, Internet law, licensing, litigation, and business matters. A registered patent attorney, he brings extensive experience in intellectual property portfolio development, management, and transaction readiness.
Mark Melasky
Mark represents clients ranging from first-time inventors and startups to multinational corporations. A registered patent attorney with a mechanical engineering background, he advises on patents, trademarks, copyrights, trade secrets, licensing, litigation, business formation, mergers and acquisitions, and often serves as outside general counsel.
Adam Vickers
Adam advises global companies, small businesses, and individuals on corporate governance, securities, transactions, patents, trademarks, copyrights, and intellectual property litigation. Drawing on his legal and mechanical engineering background, he helps clients support growth through IP portfolio development, investor financing, mergers and acquisitions, and public offerings.
Tobin Burgdorf
Client service and capital management perspective focused on helping investors navigate information, strategy, and long-term stewardship of capital.
Bruce Willey
For more than three decades, Bruce has advised individuals and business owners as an accountant, tax strategist, and wealth-building specialist. His work centers on tax minimization, comprehensive wealth guidance, legacy planning, and transition management—helping clients turn complex financial choices into coordinated strategies designed to maximize outcomes and minimize unnecessary obligations.
More than a seat in the room.
From the first conversation over breakfast to the final connection of the afternoon, Exit Rich. Retire Rich. is designed as a complete, thoughtfully hosted experience for business owners preparing for growth, transition, and life beyond the business.
Not another seminar.
A deliberately curated experience built around education, perspective, candid owner stories, and practical next steps.
Know what buyers see.
Understand sellability, valuation, risk, timing, and what creates — or destroys — enterprise value.
Plan for the windfall.
Explore what changes financially after a sale, including income planning, investment strategy, estate planning, and legacy.
Leave with a next step.
Translate the day into a practical action plan instead of leaving with a stack of notes and no direction.
Owners with something real to protect.
This experience is designed for established business owners who are building toward a future transaction, succession, or retirement — whether that move is imminent or still several years away.
Choose your experience.
Both ticket options include the full symposium day, meals, and access to the experts in the room. Choose VIP for an elevated level of access and connection.
This full-day experience brings together nationally recognized experts in business growth, valuation, M&A, AI integration, intellectual property, investment strategy, exit planning, and wealth management. Attendees will gain practical insights, participate in live Q&A discussions, and connect with professionals who understand every stage of the business-owner journey.
- Continental breakfast and lunch
- All keynote presentations and expert sessions
- Panels and live Q&A
- Networking with business owners and advisors
- The Cannery • 3803 Toulouse Street, New Orleans, Louisiana
- Registration and continental breakfast begin at 8:00 AM
The VIP Experience adds elevated access and an exclusive after-hours opportunity to connect with the symposium’s featured authorities.
- Everything included with General Admission
- Preferred seating
- Priority registration
- Curated event materials and book bundle
- Private VIP after-hours experience with Michelle Seiler Tucker and Ernie Burns present and circulating
- VIP photo opportunity
Early-bird pricing is available through September 30, 2026. Ticket availability is limited.
Build the value. Plan the exit. Protect what comes next.
Join us in New Orleans for a sophisticated conversation about business value, liquidity, retirement, and legacy — all in one room.