Meet the minds behind the complete exit.
Nine expert perspectives come together to help business owners understand value, accelerate growth, prepare for transition, protect key assets, and thoughtfully manage the wealth created by an exit.
Expertise for every stage of the owner journey.
From building a stronger company to preparing for sale—and from protecting intellectual property to investing the proceeds—our featured presenters bring practical experience across the disciplines that shape a successful transition.
Michelle Seiler Tucker
Michelle Seiler Tucker is a nationally recognized M&A advisor, Exit Rich Authority, keynote speaker, and bestselling author with more than 26 years of experience helping business owners build enterprise value, prepare for market, and execute transactions at maximum value.
Through Seiler Tucker Inc., she specializes in buying, selling, fixing, and growing businesses using her proprietary evaluation and Exit Rich process. Michelle is the author of the Wall Street Journal and USA Today bestseller Exit Rich, endorsed by Steve Forbes, and is focused on helping owners create transferable companies, attract multiple buyers, and walk away with the value and terms they deserve.
Ernie Burns
Ernie Burns brings more than 31 years of experience in retirement income planning. A Master Certified Estate Planner, Louisiana-licensed life and health insurance professional, Registered Investment Advisor, and Series 65 securities registrant, he helps individuals and business owners coordinate retirement income, investment strategy, estate planning, tax mitigation, and legacy protection.
As host of Total Retirement and author of Total Retirement: A Step-by-Step Educational Guide, Ernie has educated thousands of individuals across Southern Louisiana and coached more than 100 financial advisors. His television, radio, and publishing work has helped establish him as a trusted retirement-planning authority across the Gulf Coast.
Clay Banks
Clay Banks is an entrepreneur and growth advisor with more than 23 years of experience starting, scaling, and leading companies across hardware, software, and consumer products. As an eight-time founder, he has raised millions in capital, developed patented innovations, managed complex supply chains, built an omnichannel brand, and introduced a company to a national audience on Shark Tank.
Through InPaceline, Clay translates those real-world lessons into practical guidance for founders working to gain traction, strengthen operations, integrate technology, prepare for investment, and build companies capable of sustainable growth.
Clayton Allison
Clayton Allison helps shape investment strategy and portfolio management at Prime Capital Financial. His work brings together market research, asset allocation, portfolio construction, and ongoing risk evaluation to help translate changing market conditions into disciplined investment decisions.
For business owners preparing for a liquidity event, Clayton offers perspective on the transition from concentrated business ownership to a diversified personal portfolio and connects market strategy with income, growth, capital preservation, and long-term financial confidence.
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, protection, and transaction readiness—helping owners understand how intangible assets influence risk, competitive advantage, and enterprise value.
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, and mergers and acquisitions.
He frequently serves as outside general counsel, bringing legal and business considerations together to help organizations protect innovation, prepare for growth, and navigate transactions with greater confidence.
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
Tobin Burgdorf is a Client Portfolio Manager on the First Trust Alternative Investment Research team at First Trust Capital Management. He works with clients to design and implement portfolio strategies incorporating private equity, private credit, real estate, hedge funds, and other alternative-investment approaches.
His work helps investors understand how alternatives may complement traditional portfolios, enhance diversification, and support more intentional risk-and-return objectives as business owners transition from operating a company to stewarding a broader pool of capital.
Bruce Willey
Bruce has served as an accountant, tax strategist, and wealth-building specialist for individuals and business owners for more than three decades. He is also an author, sought-after speaker, and influential resource for tax law, practical application, and strategic advisement.
Bruce focuses on tax minimization, comprehensive wealth and tax guidance, legacy planning, and transition management. By thoroughly understanding each client’s business, needs, and objectives, he and his team create coordinated financial strategies designed to maximize outcomes, minimize unnecessary obligations, and strengthen the client’s financial foundation, legacy, and future options.
Build value today. Protect what comes next.
Meet the experts bringing business growth, exit planning, legal protection, investment strategy, retirement planning, and wealth stewardship together in one elevated experience.
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