A Strategic Forum for Private Business Owners Building with the End in Mind.
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March 5, 2026
3:00 PM - 5:00 PM
Doors open at 2:00 PM. Seating at 2:45 PM.
Cocktail reception following.
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 was created for owners building with that understanding--- leaders preparing for today for the 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 a liquidity event is ever on the horizon.
Executive capacity is intentionally limited.
Corporate and Individual seating available.
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.
Enterprise value rarely surprises prepared owners.
It is built deliberately -- through decisions made years before a transaction is ever considered.
Secure Your Seat at the Table
Corporate Table -- $520
Reserved for you to host the business owners you serve and key relationships you value.
Individual Seat -- $105
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.
Strategic Perspective from ASE Private Wealth®
Advisors working directly with business owners on enterprise value, readiness, and long-term strategy.
Devery "Rusty" Cagle
M.S., MPAS℠, CFP®, CRPC®, CAP®, CEPA®
Steven Fogerty
PRESIDENT
CEO & FOUNDER
Additional Perspectives
Joined by a select group of specialized advisors.
You’ll hear from specialized advisors whose work directly influences how companies are evaluated, structured, and prepared long before a liquidity event.
Confirmed perspectives will include:
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Investment banking
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Quality of earnings
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AI-driven operational strategy
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Tax-efficient entity structuring