HVAC, Plumbing, and Electrical Business Owners: Are you leaving millions on the table with your exit?
Live Strategic Workshop: 2025's exit roadmap to maximize your payout without high fees, costly mistakes or wrong buyers.
$0 for Qualifying Owners | Limited by Room Capacity
Ann Moran has built, ran, scaled and sold two successful contracting businesses and has helped others do the same. She has walked in your shoes as an owner, operator, leader, investor and seller. She understands succession, legacy protection, team building and customer loyalty. She is CEO of Amazing Mechanical & Founder of Legacy Exit Mastermind™
LIVE-Tues December 9, 2025 | 8 AM-5:30 PM
Cincinnati, OH | The Legacy Exit Mastermind™|The Lytle Park Hotel | Magnolia Ballroom
OPTIONAL VIP DINNER | Tues December 9, 2025 | 5:30-7:30 PM
OPTIONAL VIP BOARDROOM 1-ON-1 | Wed December 10, 2025
✓ Transform your work into impact.
You've built more than a business - you've built a legacy. Now it's time to ensure your HVAC, plumbing or electrical company reward you, your family, and your team for decades to come. Whether you plan to sell, transfer to the next generation, or step back, this event is designed to help you protect what you've built and turn it into generational wealth. Don't miss out on the energy, insights and real talk that can change your game. Know exactly what buyers are looking for, prepare future leadership for the transition, maximize value, increase payout and exit with confidence.
✓ Add millions to your exit.
Most contracting business owners leave 30-50% of their potential value on the table. Not because they didn't work hard enough - but because they didn't know what buyers actually pay for or didn't get paid what they deserved --through no fault of their own-- except lack of knowledge. The Legacy Exit Mastermind shows you exactly how to make the right decisions, preserve what you've built, maximize your valuation and minimize tax so you get more cash at close.
✓ Real experience, results and money.
Get ready to dive into an in-person experience all about crafting your perfect exit strategy. This isn't just any event, it's a one-time event with 9 expert speakers, like-minded owners, share ideas, and build a legacy you'll be proud of. Every speaker has either exited their own business, facilitated successful exits, sits as a facilities and project management decision maker for major corporate multi-sites writing checks to contractors, or is a fiduciary working closely with owners to ensure the success of their business and leadership. This is a room where theory meets reality, and where your million-dollar questions get answered by people who've actually earned those millions or helped owners to maximize their payout.
MEET OUR EXPERT SPEAKERS
Mike Halloran
Teaching Professor, Xavier University
Evan T. Nolan
Attorney, Katz Teller
Chris Buttenham
Co-Founder & CEO
REINS
Kevin Bruegge, CEPA®
Managing Director, Merrill Private Wealth
Myriah Kingen
Director, Facilities Management
Tractor Supply
Kyle Brekke
Director, Facilities Management
Innovative Renal Care
Dino Lucarelli
Managing Director, Capital Tactics Inc.
Ann Moran
CEO, Amazing Mechanical LLC;
Founder, Legacy Exit Mastermind™
Cindy Weingartner, PCC, ELI-MP
President | Executive and leadership Coach,
Success Dimensions, LLC
Learn from those who've walked your path. This isn't theory from consultants who've never turned a wrench or signed a paycheck.
✓ An owner operator who as built, scaled, and successfully exited two contracting businesses with over 30+ years of experience from welding school to the boardroom. She knows what it takes because she's done it.
✓ Two battle-tested seasoned national construction and facilities management operators who manage 2,500 + locations and negotiate millions in contracts with contractors like you- they'll share what actually makes them choose one contractor over another and what it takes to keep business and provide excellence.
✓ An executive MBA and entrepreneur professor, startup investor and mentor, entrepreneur, connector, founder P&G alumni network, "planting many seeds to grow a few sequoias"
✓ A wealth advisor who's guided 20+ years' worth of business owners on all facets of their financial picture specializing in pre-litquidity strategy and competitive sell side preparation optimizing tax outcomes and preparing them for transformative financial events.
✓ A M&A expert with 35 years in large and small companies and hundreds of transactions- who'll show you the difference between a good deal and a great one. He is accomplished in business valuations, sourcing growth capital, and assists business owners to determine their potential business exit value, rigor and integrity within financial practices, reporting, and internal control processes.
✓ An entrepreneur who built and exited a tech company, grew up in a contractor family and say first-hand how hard it is to keep great people and plan for succession. Now he helps contractors retain talent without giving up control.
✓ Trusted counsel to Ann's family throughout the Engineering Excellence and Enervise transactions. Learn from an attorney who has built a practice revolving around private company acquisitions, general corporate governance matters and real estate transactions.
✓ A PCC and ELI-MP delivering results at Fortune 250 corporations and organizations of all sizes with coaching and organizational development through her expertise. She empowers clients to develop emotional intelligence, communication skills, critical thinking skills and leadership presence. Individuals expand their current capacity, move through unproductive ways and achieve goals.
Exclusive event. Business owners only. One full day. Industry experts. Practical strategies to implement immediately.
COMPLIMENTARY TICKET FOR QUALIFIED BUSINESS OWNERS
This exclusive event will feature expert-led presentations focused on unlocking your business's full potential and be exit ready. We're providing a unique complimentary opportunity to tast-track your path to maximizing enterprise value when you sell or transfer your HVAC, Plumbing or Electric contracting business. Join fellow business owners for a day of learning, with chef-prepared breakfast and lunch, plus relaxed networking over cocktails - exchange ideas and best practices in a focus supportive environment. You'll also have the chance to connect with like-minded owners, build valuable relationships, and expand your network of trusted advisors. We expect attendees will walk away with a clear understanding of how to build an exit strategy, and clarity about what a sale process will entail with a strategy to maximize enterprise value.
You'll discover
✓ The hidden value drivers that can increase your multiple by 2-3x
✓ The 4-step Legacy Exit Blueprint used for successful exits in the trades
✓ How to make your business run without you—the key to premium valuations
✓ Tax and wealth strategies that protect your proceeds for generations
✓ What buyers really want—from operators who've been on both sides
✓ The #1 mistake owners make before exiting—and how to avoid it
✓ If your business is ready to command top dollar—and how to ensure that you do
✓ Confidence in your leadership transition—and to know you are doing it right
✓ The complete process for selling your company—with a strategic plan in place
✓ How to grow the business, execute and prepare future leadership for transition
Lytle Park Hotel, Autograph Collection
AAA Four Diamond | Forbes Recommended | Trip Advisor's Top-Rated Hotel
Book your hotel now
Stay at the beautiful Lytle Park Hotel, Autograph Collection 311 Pike St, Cincinnati, OH 45202.
Click link below or call 1-800-228-9290 and reference "Legacy Exit Mastermind" to book at the Lytle Park Hotel." The Phelps is next door to the event and the AC Hotel is on the beautiful banks of the Ohio river with gorgeous views.
thank you to our sponsors
set strategy in 2025. go big in 2026.
Secure your seat now. Limited spots for qualified business owners.
What is holding you back from boosting your exit value and preserving your legacy? Learn 2025 best-kept secrets. Understand the exit process. Plan your strategy. Be exit ready and achieve extraordinary outcomes for every stakeholder, without high fees, costly mistakes, or the wrong buyers.
0
days
0
hours
0
minutes
0
seconds