Build more wealth, reduce tax,
increase satisfaction
Run your company like you're selling it!
Join us for an exclusive invite only (5MM+) , High level session
designed for serious business owners and CFO’s.
📍Wednesday, September 10th | 11:30a to 1:00p
2800 Esperanza Crossing, Austin, Texas 78758
Room Sponsor: Amplify Credit Union
If your company’s revenue is at or above $5M,
your exit is no longer a “someday” conversation — it’s a strategy that must start now.
The decisions you make in the next 12–24 months will directly determine how much your business sells for and how much you keep when the deal closes.
This exclusive Exit Readiness Workshop,
presented by ActionCOACH Central Texas and Masterpiece Partners,
brings together the two sides of a successful sale:
maximizing business value and minimizing taxes.
Who it's for: This workshop is designed for business owners/CFO/CEOs who:
Run companies generating $5M+ in annual revenue and are starting to think seriously about an exit.
Want to sell within the next 1-5 years and maximize your sale price.
Know their key people are critical and want strategies to keep them loyal through the transition.
Want to stop overpaying taxes and redirect those dollars into value-building strategies.
Are ready to learn from experts who know how to make businesses irresistible to buyers while protecting profits from the IRS.
What you'll learn: Walk away with...
The buyer's Playbook - What investors look for first and how it determines your price.
Unlock Hidden Value - How to spot and fix profit leaks that quietly shrink your multiple.
People = Price - Retention strategies that keep your best players from leaving mid-deal.
Retention Without New Spending - How to use tax dollars to fund loyalty and incentives.
Tax-Smart Exit - Legal strategies to reduce or even eliminate capital gains.
The 90-Day Boost - Immediate steps that can add hundreds of thousands to your exit value.
Financials That Sell - The exact reports buyers need to see to compete for your business.
Exit-Ready vs. Tax Ready - Why both matter and how to align them for a bigger payday.
ActionCOACH Central Texas
Founder | MAsterCOACH
Andy O'Brien
Andy O’Brien, Founder of ActionCOACH Central Texas, has spent over 25 years helping business owners and executives scale their companies and prepare for profitable exits. Drawing on decades of real-world business ownership and leadership experience, Andy equips owners with what buyers truly value: strong teams, scalable processes, and sustainable profitability.
His track record includes guiding businesses from $1M to $7M and positioning them to sell for 6X their value in just five years. Known for his hands-on coaching, Andy focuses on people, process, product, and profit—the four pillars that ensure businesses are not only thriving today but also exit-ready tomorrow.
Owners trust Andy for his practical insights, proven systems, and ability to turn complex challenges into clear, actionable strategies that maximize business value.
Masterpiece Partners, CEO
Carlos H. Lowenberg, Jr. ChFC®
Carlos Lowenberg, Founder of Masterpiece Partners, has dedicated over two decades to helping business owners turn their companies into generational wealth engines. Unlike advisors who only scratch the surface, Carlos specializes in exit readiness, tax efficiency, and executive retention planning—the areas that directly determine how much an owner keeps at exit.
Since 2000, Carlos has been recognized among the Top of the Table—the top 1% of the top 1% of financial professionals worldwide. His proven track record includes guiding 59 successful business exits, advising clients with revenues up to $1 billion, and eliminating more than $500 million in taxes across multiple industries.
Business owners trust Carlos for his deep expertise, strategic insight, and ability to design tax-smart exit strategies that preserve wealth and protect what owners have built.
Wednesday, September 10, 2025 | 11:30am - 1:00pm
Amplify Credit Union | Domain Location
2800 Esperanza Crossing, Austin, Texas 788758
Exclusive Workshop! If you are a business owner or CFO, CEO of $5M business this is for YOU!