CriticalPoint Business Summit
An exclusive conference for business owners navigating growth, M&A, capital, and exit decisions.
March 15–16, 2027
Terranea Resort – Palos Verdes, CA
A Conference for Defining What's Next
The CriticalPoint Business Summit is an annual conference designed for business owners to step away from day-to-day operations and evaluate what’s next for their business—whether that means selling, recapitalizing, or pursuing another path.
Through direct access to investors, advisors, and peers who have navigated similar decisions, attendees gain practical insight into valuation, timing, and what each path involves. Sessions are grounded in real transaction experience, offering a clear view of the considerations, tradeoffs, and potential outcomes associated with each strategic option.
Why Business
Owners Attend
Early Planning Advantage
Position your business for stronger outcomes over time
Meaningful Connections
Engage with peers, investors, and advisors in a curated setting
Understand Your Options
Explore paths and how they impact value, control, and long-term outcomes
Actionable Insights
Learn how transactions unfold and how to prepare
“This was an opportunity to get some real insight into what it takes to exit from your business. The most valuable part for me today has been the discussion around how early you need to plan. The resources, introductions, and networking have been immeasurably valuable.”
Keith B., Business Owner
“I got some good insight from owners that sold their business, what they did well, what they maybe could have done better, and how to prepare your organization—things that I was not thinking about at all, and way above and beyond the EBITDA number. I'm definitely going to start planning.”
Sylvain T., Business Owner
Built for Business Owners Evaluating What's Next
Designed for owners at a critical point in their business—whether evaluating an exit, pursuing growth capital, or exploring strategic partnerships—who value a focused, invitation-only experience centered on practical insights, trusted perspectives, and meaningful conversations.
Interested in Attending?
If you’re exploring what’s next for your business, we’d be happy to share more and see if this conference is the right fit.
Frequently Asked Questions
Who is this designed for?
The Business Summit is intentionally curated for a select group of business owners and senior decision-makers. Our typical attendee is a founder or owner of an established, privately held business demonstrating profitability, scale, and/or a clear growth trajectory—and actively evaluating growth, capital, or exit opportunities within the next one to five years, or exploring liquidity, recapitalization, or strategic partnerships.
We are deliberate about who attends because we want the experience to be genuinely valuable for everyone in the room. This is not a trade show or networking event for service providers — it is an educational, informative, and high-value experience designed specifically for business owners at this stage of their journey.
What does the qualification process involve?
To maintain a high-quality experience, attendance is limited. After you submit a request for more information, our team will connect with you to discuss whether the Summit is the right fit for your company profile and stage.
Is this an invite-only event?
Yes. Participation is intentionally limited and by invitation only — a commitment we take seriously to ensure the Summit remains a meaningful and productive experience for every attendee.
What is the format of the Summit?
The Summit is a full-day experience featuring structured educational sessions led by moderators and panelists, along with afternoon breakout sessions focused on the topics most relevant to you. Dedicated networking opportunities throughout the day allow you to connect with fellow business owners and engage with finance professionals in attendance.
What will I actually learn?
The day is designed to give you a well-rounded, practical understanding of what it looks like to sell or transition your business — and to help you start thinking about it well before the moment arrives. Sessions cover firsthand perspectives from owners who have been through the process, how to prepare yourself and your business for an exit, the investment banking process, and the range of strategic options available to you as a founder. Whether a transaction is years away or on the horizon, you’ll leave with a clearer sense of what to be thinking about and what you can start doing today to set yourself up when the time comes.
Will there be opportunities to meet investors or advisors directly?
Yes. Access is a core part of what makes the Summit valuable. The event is designed to facilitate meaningful introductions and conversations with relevant capital partners and advisors in a low-pressure, informative setting.
Is this a sales-driven event?
No. There are no vendor booths or sponsor-driven presentations.
The focus is on education, insight, and relationship-building—not pitching. Conversations are intended to be informative and exploratory, allowing attendees to engage at their own pace.
Where is the event held?
The Summit takes place at Terranea Resort in Palos Verdes, California. Perched on 102 acres of breathtaking coastal landscape overlooking the Pacific Ocean, Terranea provides a distinctive setting that combines natural beauty with world-class amenities. The resort’s stunning oceanfront location creates the perfect environment for business owners to connect, learn, and recharge throughout the event.
About CriticalPoint
CriticalPoint is an investment bank focused on advising middle-market businesses on mergers and acquisitions, capital raises, and strategic alternatives. The Business Summit reflects that same approach—bringing together the right people, insights, and opportunities to support informed decision-making.
