Built to Last, Built to Sell: The Owner's Roadmap to Freedom
with Robert Gardner, Jack Kearney
Date: Tuesday, October 27, 2026
Time: 8:30 a.m. - 12:00 p.m.
Location: TIB- The Independent BankersBank - 11701 Luna Rd #6026, Farmers Branch, TX 7523
Session Overview
This is an In-Person Summit and requires registration, as seats are limited.
Most business owners are the engine of their own company's growth and that's exactly what puts a ceiling on its value. This summit walks you through the four shifts that turn an owner-dependent business into one that runs (and sells) without you. You will walk away from this summit with a clear picture of where your business stands today and what to do next.
What you will learn from the Summit:
• Why the very strengths that built your business are often the same things capping its value.
• How to sift from being the "Rainmaker" driving every deal to the "Architect" who's built something that runs without you.
• How predictable, recurring revenue changes the way buyers and lenders value your business.
• How to turn what's in your head into documented systems your team (and a future buyer) can actually run.
• How to calculate your own "Freedom Point" the number that tells you when your business could fund the life you want, and when holding on gets riskier than letting go.
Robert Gardner
Co-Founder
Value Catalyst
Robert is committed to assisting entrepreneurs in implementing tailored strategies to achieve their objectives. His scope of services encompasses comprehensive exit/succession planning, key employee retention, employee benefits, executive benefits, and legacy planning. Through a meticulous discovery process, Robert identifies financial goals, analyzes pertinent information, and evaluates a range of options to offer clients customized solutions.
In addition, Robert is Co-Managing Director of Value Catalyst Inc. and Certified Value Builder™ Advisor, helping business owners increase the value of their companies by focusing on the 8 key drivers that impact profitability, scalability, and ultimately what buyers are willing to pay. Using the Value Builder System™, he provides owners with a clear, data-driven understanding of their company’s strengths and areas for improvement, positioning them to grow value long before an exit is on the table.
Jack Kearney
Co-Founder
Value Catalyst
John D. (Jack) Kearney, Sr., is Managing Director of Investment Banking and Co-Managing Director of Value Catalyst Inc. Jack has 30+ years’ experience raising equity and debt capital, developing and executing M&A strategies, and restructuring & financing debt as a financial advisor to both public and privately-owned companies.
Jack holds JD and MBA degrees from Duke University. He was admitted to the Bar and was licensed as a CPA in Georgia. Jack is licensed by FINRA as an investment banker.