Revolutionize Your
Understanding of Exit Planning

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Exit planning is about more than selling a business.

What’s the true value of a business’s legacy? Navigating an exit isn’t just about numbers—it’s about emotions, dedication, and years of hard work.

Many businesses don't know where to start or even how to accurately evaluate their worth. What happens to loyal employees? How will the business be remembered?

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It’s Time to Rethink Exit Planning

You need strategic tools and insights to translate emotions, dedication, and hard work into a clear, value-driven exit plan.
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Experience The Anna Effect—Meet The Powerful Voices Leading the Movement

What started with Anna Halaburda’s bold approach to exit planning has grown into a network of expert speakers, each offering unique insights into transitions, value building, and leadership. Together, they’re changing how business owners plan, lead, and leave with intention.
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Anna Halaburda

Founder
CPA, CBEC®, CFP®, CVGA®, CGS®

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Bruce A. Beickman

Principal
CM&AA®, MBA, CPA, CBEC®, CVB®

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John Carter

Principal
JD, CM&AA, CVGA®, CExP

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Kelly Malaga-LaCarter

Principal Planner
MBA, CBEC®

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Adam Bott

LPL Financial Advisor
AAMS®, CPFA®, CBEC®, CM&AA®

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Why Choose a BeReady Speaker for Your Next Event?

Unmatched Expertise

Each speaker brings decades of hands-on experience in business transitions, exit strategy, and value growth. With backgrounds in finance, law, HR, and leadership, they deliver practical insights rooted in real-world outcomes.

Dynamic Storytelling

These aren’t dry lectures. BeReady speakers use compelling stories, relatable examples, and audience-focused delivery to make complex topics like exit planning feel accessible, human, and immediately relevant.

Tools for Transformation

You won’t just hear ideas; you’ll leave with action plans. Every keynote is designed to equip audiences with tools they can apply right away, helping them prepare for what's next with clarity and confidence.

Trailblazing Perspectives

Where many see industry standards, our speakers see opportunities for innovation. They challenge the status quo and inspire new ways of thinking about legacy, leadership, and long-term success.
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Anna’s Most Impactful Keynote Topics

Each one offers a unique lens into the world of exit planning.
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Expand Your Advisor Toolkit

Anna has used her wealth of hands-on experience to create a comprehensive advisor toolkit - one she's passionate about sharing. Her treasure trove of cutting-edge exit planning strategies will give you the skills and knowledge to navigate complex exit landscapes confidently

Uncovering Collaborative Sabotage

Lurking in the shadows of exit planning is the often-overlooked challenge of collaborative sabotage. This intricate interplay of dynamics can derail the best-laid plans. Anna casts light on collaborative sabotage, empowering you to mitigate risks and guarantee a seamless exit process.
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Fueling Your Strategies for Exit Success

Remember Popeye with his spinach-fueled strength? There are inspiring parallels between the iconic sailor's resilience and the robust strategies required for successful business exits. Join Anna for an unconventional approach to exit planning and discover how to fortify your client's business for a successful departure.

Bruce's Strategic Keynotes

Working On the Business, Not Just In It: Escaping the Day-to-Day Trap

Many owners believe they’ll have time to plan “once things slow down.” Bruce explores why stepping back is essential for building a business that thrives without you and how to create the systems and goals that make it possible.

Going Beyond Transactional Advice to Build a Trusted Advisory Team

Relying on short-term professional help can leave major gaps. In this keynote, you’ll learn how to cultivate long-term advisor relationships that safeguard your interests, enhance decision-making, and facilitate a successful exit on your timeline.

Why 80% of Businesses Never Sell and How to Be in the Other 20%

Most owners believe selling will be simple—until it isn’t. Bruce breaks down why the majority of businesses never make it to closing, what buyers really look for, and how starting early can put you in the best position to get the value you’ve earned.

Ask the Hard Questions: Overcoming Avoidance in Exit Planning

Owners often put off planning because it feels overwhelming or negative. This keynote helps audiences confront common fears, assess risk without losing optimism, and build an executable plan to secure their future.
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Kelly's Keynotes: Empowering People-Centered Transitions

Beyond the Handoff: A People-First Approach to Succession Planning

Succession isn’t just about naming the next in line. It’s about preparing people and preserving culture. Kelly reframes transition planning as a human-centered strategy that ensures long-term stability, alignment, and leadership readiness across the organization.

Leading Through Change

Managing change is an opportunity to maximize potential. In this session, Kelly shares actionable strategies for guiding teams through uncertain times with clarity, empathy, and a solid understanding of both emotional and operational dynamics.

Right People, Right Seats: Aligning Talent for Business Continuity

Even the best plans fail without the right people in place. Kelly helps leaders evaluate team structure and talent alignment through a strategic lens, ensuring the business is equipped for growth, resilience, and a seamless transition.

Designing Compensation Plans That Drive Loyalty and Performance

Incentive plans should reward, retain, and inspire, especially during times of transition. Kelly walks through thoughtful compensation strategies that support succession planning, strengthen leadership retention, and align with long-term business goals.

KPIs with Purpose: Making Metrics Meaningful for People and Results

Too often, key performance indicators are seen as numbers on a spreadsheet. Learn how to use KPIs as tools for alignment, engagement, and leadership development. Lay the groundwork for a smoother transition by ensuring teams are focused, accountable, and moving in the same direction.
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John’s Strategic Keynotes for Value-Driven Business Transitions

Exit Planning 2.0: A Modern Guide to Business Exits

What does a successful exit actually look like, and when should you start planning for it? In this foundational session, John walks through the key phases of exit planning, helping audiences understand what it takes to build a strategy that supports long-term goals.

Understanding Your Options: Internal vs. External Business Transfers

Every business owner will face a choice: pass the business on internally or sell to an outside party. John uses business transfer scenarios to illustrate what each option involves, the potential outcomes, and how to align the decision with long-term goals.

Retaining Top Talent Through Smart Vesting Strategies

Your team is one of your greatest assets, especially during a transition. This talk explores how to design effective vesting and incentive strategies that retain top talent, protect institutional knowledge, and strengthen business value in the eyes of buyers or successors.

Ready for Sale: How to Prepare a Business and Maximize Value

Selling a business is more than just listing it. John shares actionable strategies to boost enterprise value, streamline operations, and reduce deal-killing risks, ensuring your company is positioned to attract the right buyer at the right price.

Continuity Planning: Preserving Company Value Through Uncertainty

Transitions can be derailed by unexpected events, such as leadership gaps, market shifts, or operational breakdowns. This keynote covers continuity strategies designed specifically to preserve company value and ensure a smooth exit, even when uncertainty threatens the plan.

Minimizing Risk to Maximize Appeal for a Stronger Exit

Risk is the lens through which every buyer evaluates a business. John shows how to identify and reduce company-specific risks, making your business more attractive, transferable, and valuable when it’s time to exit.
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Adam’s Speaking Topics

Giving with Purpose: Advanced Charitable Strategies for Business Owners

Charitable planning can reduce your tax burden, support your succession plans, and reflect your deepest values while making a significant impact. In this session, Adam explores powerful tools like donor-advised funds, charitable remainder trusts, and asset-based giving to help business owners give wisely and strategically.

Values-Based Wealth: How to Align Your Legacy with What Matters Most

Wealth isn’t just numbers; it’s a reflection of your life’s work. Adam shows how to connect values to action through intentional giving, exit planning, and long-term financial strategy. Attendees will walk away with clarity on how to use wealth as a tool for meaning, impact, and legacy.

Tax-Smart Giving for Maximum Impact

Charitable planning can be a powerful part of a tax strategy when executed effectively. In this talk, Adam demystifies how to structure gifts of appreciated assets, business interests, and retirement accounts to benefit both the cause and the client.
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Get The Anna Effect and What It Inspires

Anna Halaburda’s dynamic, people-first approach to exit planning sparked a movement that continues through every speaker on the BeReady stage. Whether you're hearing from Anna, John, or Bruce, you’ll experience The Anna Effect—where perspectives shift, inspiration ignites, and audiences are authentically empowered.

Get the Nuances
Gain a deep understanding of the intricacies and subtleties involved in exit planning, moving beyond the surface to core challenges and opportunities.

Get Empowered
Walk away with actionable insights and strategies, ready to approach exit planning with newfound confidence and clarity.

Get Emotional
Connect with real-world stories and examples that make exit planning tangible, emotional, and actionable.

Get Revolutionary
Challenge the status quo with new ideas, frameworks, and tools that change how you approach succession, value growth, and legacy.

Get the Conversation Started
Be part of something bigger—collaborative, thought-provoking sessions that invite honest dialogue and long-term thinking.

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