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.
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 Knows Insurance
Nikita Shilay is a seasoned health and life insurance professional with nearly a decade of experience helping individuals, families, and business owners make sense of their coverage options. As the founder of a health and life insurance agency based in Atlanta, GA, she specializes in guiding self-employed professionals and small business owners through cost-effective group and individual plans that maximize coverage and tax savings.
With a passion for education and empowerment, Nikita breaks down complex topics into clear, actionable strategies so her clients can make confident, financially smart decisions for their future.
CEO & Executive Coach
Nate Scott is a former enlisted soldier, combat veteran, West Point graduate, and former Infantry officer/Ranger. Corporately, Nate is a former wealth advisor and former CFO of Mortgage & Real Estate Technology company twice listed as an INC500 fastest-growing company. As an entrepreneur, Nate is a former personal trainer, franchise owner, real estate investor, and author of "Life Is Rich: How To Create Lasting Wealth".
Today, Nate, a father and husband, is the CEO and Executive Coach of Life Is Rich Global, a leadership and sales training and coaching company focused on helping people look, feel, and live the life they desire. Learn more at: www.LifeIsRichGlobal.com/book.
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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Is there a charge to attend?
Yes. Admission is $59.
What should I wear?
While there is no dress code, a lot of people who attend this summit will likely be dressed formally or business casual. It's better to dress in whatever way you feel comfortable when meeting new friends and potential business partners!
Can I bring my child(ren) to the conference?
Attendance is limited to individuals over the age of 18. If your child is over the age of 18 and did not purchase a ticket in advance, they will be denied entry.
Will meals be provided with my ticket purchase?
Yes, dinner will be provided.
Will recordings be available?
Recordings will be available after the event on our YouTube channel.
Who do I contact if I have more questions?
You can reach out to us at [email protected], and we aim to respond within 24 hours.
Is there parking on site?
Yes, parking is available.
Where is the event being held?
Northeast Florida Builders Association
6747 Southpoint Pkwy
Jacksonville, FL 32216
When can I expect to receive my e-ticket after placing an order?
After placing your order, you will get an email and text with the next steps for completing registration. Once you complete registration, you will receive you're QR code.
Can't find your confirmation email? What should you do?
In case you're on the hunt in your inbox, look for all text messages from 904.822.4262 and emails from [email protected]. Also, check your spam folder. If still nothing you can reach out to that same phone number or email to get assistance.
Can I get a refund if I'm unable to attend after registering?
Unfortunately, we do not offer refunds. All sales are final.
How can I be speaker at the event?
You can submit your request here.
How can I be a sponsor or donate my product to the raffle?
We'd love to have your organization be a sponsor. We offer a range of sponsorship packages tailored to meet different needs and budgets. Our team will be happy to discuss the available options and work with you to create a customized sponsorship package that aligns with your goals. Let us know you're interested and someone will give you a call.