2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Brian Roeder
I am an experienced Business Consultant with certificates in Business Exiting as well as Team Facilitation. My company Bee Oak Partners, LLC, partners with entrepreneurs to maximize the value of their business operations and to secure their...
ABOUT BRIAN
I am an experienced Business Consultant with certificates in Business Exiting as well as Team Facilitation. My company Bee Oak Partners, LLC, partners with entrepreneurs to maximize the value of their business operations and to secure their financial future upon sale.
I am also serving my community as the Full-Time Team Leader in the all-volunteer effort to hold Vistra Co. accountable for spreading 5,000 tons of toxins and heavy metals over our beautiful Monterey Bay community in the Moss Landing BESS fire that occurred on 1.16.2025. Spokesman, community liaison, facilitator, organizer, back-channel communicator, planner, implementor. Working to keep the story alive and growing so that we can stop this from ever happening again. www.neveragainmosslanding.org. We could use any and all help offered!
Past GM of Bay View Community, the Monterey Peninsula's largest affordable private rental housing community with 1000 residents.
Founder and proprietor of Barrel Oak, one of Virginia's largest and most innovative wineries with 20 direct reports, 85 employees, and over 90,000 annual guests and visitors. Chosen as the Most Family Friendly Winery in the world by The Wine Enthusiast Magazine in 2012. Sold in 2022 at a then-record price for a Virginia winery.
Housing and community developer. Executive trainer and facilitator, with extensive branding, advertising, marketing, sales, development and management experience. Residential and commercial facilities designer, and management consultant. Not-For-Profit Board and organization manager. Leadership and communications training. Business development and management. Coro graduate.
My goal in life is to give positive meaning to our shared existence; to be growing and fulfilled as I give my family and loved ones kindness and joy. My business philosophy is to provide a high-quality experience to my employees and to deliver excellence for clients through innovation, inspiration, teamwork, and accountability.
Specialties: you'd have to talk to me to get this answer. The list is too broad.