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, works with entrepreneurs to maximize the value of their business operations and to secure their financial...
ABOUT BRIAN
I am an experienced Business Consultant with certificates in Business Exiting as well as Team Facilitation. My company Bee Oak Partners, LLC, works with entrepreneurs to maximize the value of their business operations and to secure their financial future upon sale.
Volunteer Team Leader: Never Again Moss Landing. Spokesman, community liaison, facilitator, organizer, back-channel communicator, planner, implementor. www.neveragainmosslanding.org.
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. Most Family Friendly Winery in the world 2012: The Wine Enthusiast Magazine. Sold in 2022.
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 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.
