Legacy Ready Drive 2.0 is an exclusive two-day capital readiness and transferability forum for business owners preparing for growth, succession, or an eventual exit. This premium experience is designed for founders who are serious about increasing their company’s value, building operational resilience, and preparing for capital events in the next 6–36 months.

Hosted by Meritage Partners and select strategic partners, this event blends education, expert panels, valuation diagnostics, and immersive experiences into a high-impact strategic retreat.

Event Dates: February 27–28, 2025 Location: Newport Beach, CA + Porsche Experience Center

What’s Included:

Capital Readiness Workshop hosted at Meritage Partners HQ
Transferability Self-Assessment & Valuation Tools led by Quantifi Partners
Private Equity + Wealth Planning Panels featuring top advisors
Culture & Leadership Strategy Session by keynote speaker Eric Oberembt
Networking Dinner + Rooftop Farewell Reception
Full Porsche Driving Experience (guided performance session)
Branded gear, premium meals, and all workshop materials included

Target Audience: Business owners generating $5M–$50M in annual revenue, preparing for a capital event or focused on legacy-driven enterprise growth.

Capacity: Strictly limited to 20–30 seats to ensure 1:1 interaction and hands-on strategy development.

Quick Links

Contact Us

Legal