A Premier Seminar Experience

Stronger Clients.
Brighter Opportunities.

An exclusive, full-day seminar that equips small business government contractors and emerging technology vendors with the knowledge, connections and strategies to create and maximize shareholder value — while deepening your organization's most important client relationships.

Ideal For

Advisory Firms

Commercial Banks
Law Firms
Capture Management Advisories
Investment Banks
Wealth Advisors
Tax and Accounting Firms

Facilitating Organizations

Testing Facilities
Tech Accelerators
Trade Associations
Commercialization Departments at Labs
Economic Development Authorities
Business Schools' Centers for Innovation and Entrepreneurship

…and organizations that have dozens of small business government contractors and emerging technology start-ups in their business relationships.

Value to your organization

Deepen relationships with key clients
Position your organization as a trusted growth partner
Gain insight into emerging industries and markets
Create new business opportunities
Strengthen your brand through thought leadership

Value to your clients

Learn proven strategies to grow and scale
Navigate government contracting opportunities
Access capital and strategic partners
Gain practical tools to increase shareholder value
Build a powerful network of peers, advisors and investors

The Day Itself

Expert Presentations
Practitioners walk your clients through the rules that create, maximize and realize shareholder value.

Panel Discussions
Your advisors share the stage with ours, answering the questions your clients are actually asking.

Exceptional Hospitality
A polished, welcoming setting that reflects the care your organization brings to every relationship.

High-Value Networking
Clients meet peers, investors and advisors who can move their business forward.

What your clients take away

Nineteen Years of No Exit — and the Door Reopening

The 2007 recertification rule quietly told an entire industry that the business it was encouraged to build had no shareholder value. The proposed 2026 rule change raises the ceiling more than tenfold and puts the M&A market back on the table.

2007

Exit Closed

Sell the company, and the buyer loses the contracts.

Recertification on change of ownershipAn acquisition forced size recertification, so set-aside contracts stopped counting as small business revenue for the buyer.
Backlog lost its value at closingThe very contracts that built the company became the reason no one would pay for it.
Buyers walked awayStrategics and private equity discounted or passed entirely. Owners were left with an operating job, not an asset.

2026

Exit Reopened

Scale to ten times the size — and now sellable.

Size cap raised $49M → $550MA far longer runway inside the small business lane before graduating into full and open competition.
Room to scale before recertifyingGrowth by acquisition and organic expansion no longer trips the ceiling on day one.
The M&A market reopensBacklog carries value across a transaction again — platforms, add-ons, recapitalizations and true exits return.

Old cap

$49M

Proposed cap

$550M

Receipts-based size standard, illustrative. 2026 figures reflect the proposed rule change and are subject to final rulemaking.

SBA Rule Changes

Mission Critical Innovation and Dual-Use Technologies

Where Tomorrow's Demand Starts — and Where It Lands

Demand originates inside the Department of War and the Intelligence Community, in federally-funded advanced technology research. It becomes visible long before a program of record exists — then moves into highly-regulated industries as regulation lands on enterprise organizations in critical infrastructure sectors. The definition of Dual-Use Technologies.

Origin

Federally Funded R&D

Department of War

Intelligence Community

Budget lines, research priorities and mission gaps define the technology the government will need years before it buys it.

National security and economic strength drive the same investment thesis.

Signal Sources

Where the Signal Is Readable

Universities
Funded research, labs and consortia
National Laboratories
Applied R&D and transition programs
Tech Scouting Organizations
Innovation hubs, accelerators, challenge programs
Trade Associations
Working groups, standards bodies, roadmaps

Mission Innovation

Mission-Critical Technology

Trusted AI & Autonomy
Network Systems of Systems
Microelectronics
Space Technologies
Energy Resilience
Advanced Computing & Software
Human–Machine Interfaces
Biotechnology
Quantum Science
Future Generation Wireless
Advanced Materials
Directed Energy
Hypersonics
Integrated Sensing & Cyber

Adoption

Highly Regulated Industries

Regulation reaches large enterprise organizations first. Their compliance obligations pull the same mission-critical technology into the critical infrastructure sectors.

Energy & UtilitiesFinancial ServicesHealthcare & Public HealthCommunicationsTransportationWater SystemsCritical ManufacturingChemicalDefense Industrial BaseFood & AgricultureInformation TechnologyEmergency Services

Demand Forecasting

Corporate Dashboard

Measuring Strengths & Weaknesses — 35 Factors

CriticalNegativeModeratePositiveLeading

Financial Metrics

1. Revenue Size
2. Sustainable Profitability
3. Historical Growth
4. Legal Structure
5. Subcontracted / Pass-Through Revenue
6. Days Receivables (DSO)
7. Bill Rates (Wrap Rate)

Strategic Factors

8. Customer / Agency Base
9. Mission-Related Domain Knowledge
10. Security Clearances
11. Contract / Agency Concentration
12. Pipeline & Business Development Opportunities
13. Proprietary Tools & IP
14. Geographic Footprint

Solution Metrics

15. Solution: TRL Stage
16. Solution: Independent Verification and Validation
17. Solution: Enterprise Readiness
18. Solution: Platform or Feature
19. Solution: Patents & Trademarks
20. Solution: Plug & Play vs Long Implementation
21. Solution: Dual Use

Contracts Metrics

22. Contract Vehicles
23. Visibility into Future Cash Flows
24. Contract Expansion Potential
25. Contract Performance & Re-Win History
26. Prime Contracts Percentage
27. Set-Aside Contracts Risk

Operational Metrics

28. Succession Planning & Key Personnel
29. Business Development Team Caliber
30. Back Office & Accounting Systems
31. Employee Turnover Rate
32. Virtual Bench & Recruiting Engine
33. Process Certifications & Quality Standards
34. Legal & Tax Cleanliness
35. Corporate Culture Alignment

Filled bars show where a company stands today; the gold ring marks the rating its exit plan requires. Illustrative scoring only.

Explore the 35-Factor Self-Assessment

Infrastructure & Scale

Lesson 04 | Syndicating Resources

Building the Solution Set

Licensing technology out of universities, national laboratories and SBIR programs, then syndicating the partners, capital and channel required to field it — a repeatable path from a mission requirement to a launched capability.

Identify Requirements

Mission Needs

National Security
Civilian
Critical Infrastructure
Commercial

Opportunity Selection

Opportunity Maturation

Opportunity Launch

Opportunity Identification

Opportunity Qualification

Partner Curation

Improvement Planning

Resource Syndication

Legal Organization

Launch Operations

Awareness

Program Goals
People
Technologies
Organizations

Vetting

Strategic
Cultural
Financial
Timing

Matching

Identification
Fact Sharing
Negotiations
Agreements

Assessing

Requirements
Technology IV&V
Market Access
Operations

Teaming

Development
Channel
Delivery
Funding

Forming

Registration
License
Staffing
Equity

Executing

Development
Sales
Delivery
Reporting

Sources of licensable capability: university research offices, national laboratory technology transfer, SBIR/STTR Phase II and III portfolios, and corporate spin-outs.

Capability Investment

Corporate Development

And most importantly, they know you care about their success and are interested in helping them advance their mission.

Stronger Clients.Brighter Opportunities.

Value to your organization

Value to your clients

What your clients take away

Partner With Us

Stronger Clients.
Brighter Opportunities.