You’re invited · align.me Referrer’s Lunch

Avoid the Succession Cliff

What makes a business sellable

DATE

Wednesday
21st October 2026

TIME

12:30 to 2:30 PM
AEDT

WHERE

Online
Event

The invitation

Join us for align.me’s upcoming Referrer’s Lunch and take part in the tradition of great food, great people and great conversation.

The align.me team is excited to invite you to another enriching roundtable discussion and lunch – our way of saying thank you for your continued support, referrals and ongoing collaboration.

align.me hosts the Referrer’s Lunch series as a way to thank the people who support our work, refer us to others and collaborate with us. We’d rather show our gratitude over a proper meal and insightful discussion than in an email.

As always, bring your own perspective to the table. The roundtable discussion comes with a carefully curated meal and a paired beverage, delivered straight to your home or office.

DATE

Wednesday 21st October 2026

TIME

12:30 to 2:30 PM
AEDT

WHERE

Online Event

The Zoom link will be provided in the meeting invite

LUNCH

Delivered to you

To your home or office, on the morning of the event

ON THE TABLE

What we’ll
get into

Why most owners sell at a discount

Nearly half of Australia’s business owners plan to exit within the decade. Only 24% have a formal plan. We’ll unpack what a buyer discounts, what they pay a premium for, and why that gap is where the value goes.

The three-year runway most owners never leave themselves

The work that lifts a valuation takes years, not months. By the time an owner is ready to sell, it is too late to start.

What it looks like done right.

An owner who has exited, an M&A advisor, and a broker, on what they would tell a client sitting three years out.

Your hosts

Two practitioners. One question every business needs to answer.

Brett Bonser

Brett Bonser

Co-Founder & Director · align.me

Over more than 20 years, Brett has trained
thousands of business leaders and personally
led hundreds of growth projects across
Australia, Europe, North America, and Africa.
He has worked with companies at every stage
from early growth through to acquisition and
exit, across tourism, professional services,
infrastructure, and technology businesses.​

Brett is a sought-after speaker, educator, and
growth advisor. He brings a direct, practical
style and a proven methodology that
connects marketing discipline to measurable
business value, not just more activity.​

Simon Bedard

Managing Director · Exit Advisory Group

Simon is CEO of Exit Advisory Group and National Chair of the Australian Institute of Business Brokers, leading a team of advisors and brokers who help entrepreneurs maximise their business value and exit with confidence.

A former investment advisor at one of Australia’s major banks, he brings more than 20 years across finance, investments, energy, and technology. He holds an MBA with distinction from RMIT, is a licensed Business Broker, and is a member of the Australian Institute of Company Directors.

RSVP to let us know
you’ll be there

Please RSVP by Monday 12th October

Late RSVPs are welcome, but catering won’t be available for those who responds after the cut-off date.

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