A Strategic Forum for Private Business Owners Building with the End in Mind.
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April 7, 2026​
3:00 PM - 5:00 PM
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Doors open at 2:00 PM.
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Seating at 2:45 PM
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Cocktail reception 5 - 6 PM
City Club of Greenville
One Liberty Square,
17th Floor, 55 Beattie Place
Greenville, SC 29601
Most companies are sold long before they go to market.
The Business Excellence Symposium is designed for forward-thinking owners who take strategic action today to secure the extraordinary outcomes they want tomorrow.
Join a curated group of founders, owners, and senior decision-makers for a strategic gathering focused on engineering extraordinary enterprise value before it's too late in the process.
Enterprise value rarely surprises prepared owners.
It is built deliberately through strategic decisions made prior to a transaction being eminent.
What You Will Walk Away With
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A clearer understanding of what sophisticated buyers prioritize -- and how early preparation influences valuation, structure, and negotiating strength.
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Insight into the financial, operational, and strategic decisions that position a company for premium outcomes.
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Perspective that helps you build toward optionality, whether a transaction is years away or already on the horizon.
This is a room designed for founders, business owners, and senior decision-makers responsible for meaningful enterprises.
Secure Your Seat at the Table
Reserved for you to host the business owners you serve and key relationships you value.
Registration includes processing fees, ensuring that 100% of the proceeds are matched by The Cagle Family Foundation and directed to this year's recognized local charity.
Stewardship Is Part of Building Well
Each year, we support a remarkable local charity by donating all registration proceeds from the Business Excellence Symposium, with The Cagle Family Foundation matching every dollar raised. This year, we proudly recognize Pendleton Place for their transformative work in our community. Your participation helps change lives and strengthens our community, creating a lasting impact together.
Pendleton Place is a nonprofit organization based in Greenville, SC, dedicated to keeping youth safe and supporting families in crisis through prevention assessment, and intervention. Their vision is that youth are safe, families are whole, and communities are strong.
Devery "Rusty" Cagle
M.S., MPASâ„ , CFP®, CRPC®, CAP®, CEPA®
Steven Fogerty
PRESIDENT
CEO & FOUNDER
Additional Perspectives
Joined by a Select Group of Specialized Advisors
Alex Jones
CEO, EA, CFP®, CLU®, ChFC®, CEPA
Founder
Designs advanced tax and succession strategies that protect enterprise value and maximize liquidity at exit.
Chris Fagan, CPA
Partner
Transaction Advisory Practice Leader at Moore Colson who provides the financial precision and strategic insight behind successful transactions
Tom Zucker
President
Transaction strategist who guides business owners through divestitures, acquisitions, and family ownership transitions.
Joe O'Shields
Chief Operating Officer
Architects operational strategy and developed ASE’s AI Meeting Optimizer to drive smarter, more efficient executive decision-making.
Kyle Brown, CIMA®
Senior Vice President
Partners with advisors and institutions to deliver ETF, alternative, and custom investment solutions designed to strengthen portfolios and support long-term wealth strategies.