Investopedia describes a liquidity event as an acquisition, merger, initial public offering (IPO), or other action that allows founders and early investors in a company to cash out some or all of their ownership shares. An exit strategy for an illiquid investment.
Join us for an afternoon of refined networking at our Liquidity Event. This exclusive event will bring together a distinguished group of Business Owners, Franchise Owners, Business Suppliers, Company Decision Makers, and Investors.
Franchise Insights💡: Learn tips on how to turn your existing business into a franchise, or buy into an existing franchise.
Business Capital and Funding 💵: Insights on how to qualify for business capital and loans for an existing business or future start-up.
Exclusive Networking 🤝🏽: Engage with top-tier professionals and potential partners in a relaxed, elegant atmosphere.
Business Strategies 💻: How business owners use properly structured max funded Indexed Universal Life (IUL) to retire early tax-free.
Don’t miss this unique opportunity to enhance your professional relationships and make meaningful connections.
We are actively seeking additional sponsors, if you're interested please contact us at [email protected]
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
CEO of Weisner Ads
Tara Patten Weisner is a dynamic speaker, marketing strategist, and founder of Weisner Ads. With over a decade of experience, she helps franchisors and multi-location brands scale with clarity, consistency, and conversions.
Tara specializes in global brand building and advertising systems that transform scattered efforts into streamlined growth. Her bold energy and real-world strategies empower audiences to stop playing small and start leading with impact.
Whether she’s speaking on digital marketing, brand development, or business reinvention, Tara equips leaders to own their voice—and build brands that go the distance.
Eric Roy
Founder and CEO of Surf’s Up Franchising Corporation
Jonel Hein was appointed district director for the U.S. Small Business Administration’s (SBA) North Florida District Office on December 19, 2022. As district director, Mrs. Hein oversees the delivery of agency programs such as financial assistance, management counseling and business development. She is responsible for the daily operation of the district office in Jacksonville and an Alternate Work Site in Orlando, FL.
Her focus is on building and maintaining a viable network of collaborative partnerships with small business stakeholders and serving as a local resource representing the SBA at significant engagements. Additionally, her responsibilities include advancing the SBA brand recognition through SBA initiatives, MOU’s and Strategic Partner Alliances.
The North Florida District office encompasses the 43 counties north of Orlando and through the Florida Panhandle and services more than 1.6 million small businesses. The district office’s recent successes for fiscal year 2023 include generating over $884 million in loan approvals which created over 15,000 new jobs and over $1.2 billion in contracting opportunities for our 8a firm portfolio.
Mrs. Hein has been with the SBA for 33 years; previously serving her first 30 years in the South Florida District Office. Prior to her civil service, she worked in consumer lending with several banks in Florida and Washington State.
She is married, has 4 sons and 4 grandchildren.
CEO of Murtha and Murtha Mergers & Acquisitions
Vince Perri is a successful entrepreneur, sales strategist, and business educator who specializes in helping professionals build companies with real value and lasting impact.
As the founder and CEO of Murtha and Murtha Mergers & Acquisitions, Vince scaled multiple businesses to seven figures by mastering leadership, operations, and modern sales and marketing techniques. With a background in high-level sales education and a track record of creating scalable, profitable systems, Vince now teaches entrepreneurs how to grow their revenue, systemize operations, and position their businesses for long-term success.
He is also the creator of the Public Adjuster Handbook and host of the Beyond The Claim podcast, where he shares insights on business growth, leadership, and building businesses designed for liquidity and legacy.
Founder & CEO of Bad Chic Chicken & Waffles LLC
Ivory Orr – Founder & CEO, Crown Capital Group & Bad Chic Chicken & Waffles LLC.
Ivory Orr is a seasoned entrepreneur and community leader based in Jacksonville, Florida. A graduate of the University of North Florida with degrees in Marketing and Management, Ivory first made his mark in the entertainment industry, becoming one of the city’s most influential event promoters. He’s worked with world-renowned artists such as 50 Cent, Drake, and Lil Wayne, managed TV personalities for BET, and was a former owner of Pure Night Club, Taste Food Studio, and XO Lounge.
During the pandemic, Ivory shifted his focus to build something new—launching a food truck business with his then-15-year-old daughter as his partner. That venture became Bad Chic Chicken & Waffles LLC, a fast-growing concept now positioned to become a nationally recognized brand. Under his leadership, the brand has secured contracts with Amazon and UPS and has been featured on News4Jax and First Coast News.
As the Founder & CEO of both Crown Capital Group and Bad Chic, Ivory is driven by a mission to mentor the next generation of entrepreneurs—starting with his own daughter—and to create meaningful career paths through franchising. He is actively partnering with the Boys & Girls Club to train and inspire local youth through hands-on experience on the food truck.
President and Founder of ShieldWolf Strongholds
Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a wealth protection company that specializes in providing Business Owners, Franchise Owners, and Retirees with high level Business Exit Planning, Retirement Income Planning, and Tax Free Cash Value Life Insurance education as a Certified IUL Master. He is a Partner and Consultant with The Franchise Consulting Company; one of the most renowned American owned franchise consulting companies in the world. He is the Author of the forthcoming Financial Literacy book, "The Miracle Money Vehicle: How To Make Money Make Babies;" which gives individuals and business owners a step by step guide on what they need to do to have the option to retire, or exit their current position in less than 5-10 years, with properly structured, and funded Trusts and Tax Strategies. Also, he is the host of, "The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs and Business Owners BARE IT ALL;" ranked in the TOP 10% of podcasts for Business Owners and Entrepreneurs by ListenNotes.com.
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