BE IN THE ROOM WHERE A FOUNDER’S NEXT CHAPTER BEGINS

Two experiences in 2026 designed to help your clients get curious about what's next — and to put you there when it happens

Two Events

One Season

Category Exclusivity

HOW IT WORKS

  • 1. Reserve Your Category

    One advisor per professional discipline. Category exclusivity is guaranteed once your sponsorship is confirmed.

  • 2. Invite Your Clients

    Bring 2 business owners or senior executives within 10 years of exit that you believe would benefit.  You attend complimentary as their sponsor.

  • Deepen the Relationship

    Be present for an experience your clients will remember — and remember who created it for them.

Half-Day Experience

Your Next Move WORKSHOP

Eureka! Ranch
August 27, 2026 · 1–5 p.m. · Cincinnati, OH

A structured half-day creative session at Eureka! Ranch — proven exercises to help founders think past the boundaries of their current role, ending with a custom bourbon blending experience at Brain Brew · Dexter 1862.

$1,500

Your seat (complimentary)
+ 2 client seats

VIEW MORE DETAILS IN THESE PDFS:

Two-Day Retreat Two Cohorts

Your Next Move RETREAT

Dappled Light
October 23–25, 2026 · Red River Gorge, KY

Two cohorts. One weekend. Up to sixteen founders working through what transition actually means — identity, legacy, and what comes after the business. You attend both cohorts as a peer, not a presenter.

$3,500

Your seat across both cohorts
+ 2 client seats (1 night each)

VIEW MORE DETAILS IN THESE PDFS:

Both-Events Package

Sponsor both events for $4,500 — save $500.

Category exclusivity guaranteed across the full 2026 season.

Sponsorship Categories

One advisor per discipline

Category exclusivity is confirmed upon signing. Once your category is reserved, no other advisor in your discipline may sponsor the same event.

Not sure which category fits? Contact Lisa - lisa@founderstransitionlab.com

  • Accounting & Tax

  • Business & Transaction Law

  • Wealth Planning & Investment Advisory

  • Commercial / Investment Banking

  • Estate Planning

  • Operational & Financial Advisory

  • Exit Planning Advisory

  • Family Office Services

  • Other

WHAT YOU GET

  • You're in the room when it happens — as the person who made the experience possible, not a presenter or vendor

  • Your seat is complimentary at each event you sponsor

  • One advisor per professional category — category exclusivity confirmed upon signing

  • Your firm's logo in every pre-event communication and on all materials at the event

  • Your clients won't forget who put them in that room, at that moment, for that conversation

  • Sponsor one event or both — the both-events package saves $500

“The founders you're most worried about aren't the ones trying to get out. They're the ones who are comfortable staying — indefinitely — because they haven't yet built a picture of what's next that makes the work worthwhile. This experience begins that process. It doesn't finish it. But it starts something that's very hard to start on your own."

Mark Stall - Managing Partner of Stall Legal

Ready to Reserve Your Category?

Reserve your spot

Select your event, choose your category, choose to be invoiced or pay by card.
Add your guests up to 30 days in advance.

Questions first? Contact Lisa at 513.888.8489 or lisa@founderstransitionlab.com

YOUR GUIDES

Lisa Bosse is a Certified Exit Planning Advisor and executive coach serving founders and family businesses. Chris Evans is a 3-time founder, executive coach, and transitions specialist.

Lisa Bosse

Certified Exit Planning Advisor and Executive Coach serving family businesses

Lisa has spent over 20 years guiding the personal and professional transitions of family business owners, succession teams, and growth-stage leaders. She brings deep insight into founder psychology, family business dynamics, and long-view leadership—and a calm, thoughtful presence that helps founders think clearly through complexity.

Chris Evans

Executive Coach and Transitions Specialist, 
3-Time Founder

Chris has built and exited three businesses. He knows firsthand what it's like to wonder who you are when the thing you poured yourself into is no longer yours. Executive Coach and Transitions Specialist, he now helps founders navigate that identity shift — and step into what's next with clarity and confidence.