The Psychology of the Deal: The Human Side of Selling a Business

✔️ November 3, 2026

✔️ 7:30 AM – 9:00 AM

✔️ Virtual via Zoom

Selling a business is one of the most significant financial and emotional events of an owner's life, yet most preparation focuses only on the numbers.

Drawing on the International Business Brokers Association's Psychology of Buying and Selling a Business curriculum, this session explores the human experience behind the transaction: the identity questions, the stress points, the generational differences, and the moments of relief and reward that owners move through.

Advisors of every background, from wealth managers and CPAs to attorneys and insurance professionals, will learn how to recognize where their clients are emotionally, anticipate the predictable pressure points, and help prepare them for a smoother, more satisfying, and more successful exit.

Who Should Attend

Business Owners | Entrepreneurs | Team Leaders | Professionals Interested in Exit Planning

Don’t Miss Out!

Take advantage of this opportunity to learn from two renowned experts and position your business for growth in 2025.

Meet Our Speaker

Brian Stephens

Business Strategist | Entrepreneur | Mentor

Brian Stephens, founder of Legacy Business Sales and Valuation, helps business owners, buyers, and advisors understand what drives business value—and how powerful storytelling can bring that value to life. His people-first approach recognizes that every owner has both a business journey and a personal journey.

Brian invests heavily in continuing education each year and has developed courses for the International Business Brokers Association, business owners, and professional advisors. He is dedicated to helping owners build lasting value, find the right buyer, achieve the best possible price, and gain peace of mind knowing their legacy will continue. Brian earned his MBA from Loyola University and studied engineering and human behavior at the University of Florida.

Business owners and their advisors will gain deeper insight into what makes a business valuable and transferable—and how the decisions owners make today can transform their companies, their lives, and the lives of the people impacted by them.

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