The Investor's Table

The Investment Market Most Investors Never See Pull up a chair at The Investor's Table. 📅 October 7, 2026 | 🕐 12:00–2:00 PM Mountain | 📍 The Kiln, Holladay, UT There is an investment market worth over $12 trillion, and few investors understand how easy it is to participate. For decades, most investors believed their options were limited to public markets, real estate, or venture capital. At the same time, a significant shift has been happening largely outside the spotlight. Across the United States, a large number of profitable small businesses are owned by Baby Boomers reaching retirement age. Many of these owners are not passing their companies to family members; Instead, they're looking to sell to the next generation of operators. In some cases, they never knew that selling their business was even an option, which creates even better opportunities for investors like you. This dynamic is driving one of the largest transfers of wealth to date, and you can be an early mover. Thousands of businesses valued between $1MM and $10MM are expected to change hands as a result. Yet most investors are largely unaware that this market exists, or that it can be accessed through structured investment partnerships rather than direct ownership. Experienced operators and acquisition-focused teams are buying established businesses from retiring owners and growing them with professional management and long-term capital. Passive investors often participate by funding these acquisitions alongside operators often with checks in the $50K–$100K range. No suits required. No jargon. Just real people and real opportunities. An Introduction to Investing in Small Business Acquisitions Join us for an in-person lunch and educational session at the Kiln in Holladay, UT, focused on: How small business acquisitions are structured Where passive investors typically fit into these deals What types of opportunities exist today How investors evaluate risk, return, and alignment This is not a pitch for a single deal. It's an opportunity to understand the broader model, see real examples in context, and maybe even walk away with a deal to fund. About The Exit School The Exit School helps individuals find, finance, acquire, and grow businesses valued between $1MM and $10MM. Their work spans education, deal sourcing, and operator support for people pursuing acquisitions as a path to ownership and long-term value creation. The Exit School isn't just educators; they're transaction partners who walk beside clients until the deal is done. This session will draw on real-world experience from that ecosystem. Event Hosts and Speakers This event is led by professionals with direct experience in small business acquisitions, operating and scaling privately held companies, and structuring investments for aligned capital partners. Jonathan Rogers: Jon is renowned for elevating businesses from $250,000 to $5 million in annual sales within three years, making him a standout in the industry. Armed with a Harvard Law degree, he ventured from investment banking to private equity law, honing his expertise. With a stint at Adobe as a Complex Contract Negotiator, Jon developed a passion for sustainable small business growth. Peter Harris: Peter is a founding partner at University Growth Fund, where he leads deal sourcing, due diligence, and portfolio management. He's made over 100 investments as a VC and angel in breakout companies like Airbnb, Spotify, Postmates, Carta, Instructure, OpenAI, Databricks, Snap, and Lyft. Peter also mentors thousands of people on how to invest in high-performing alternative assets and land top careers in tech and venture. You'll have the opportunity to hear how they approach acquisitions, capital partnerships, and long-term value creation. Who This Event Is For This session is relevant if you are: Curious about investment opportunities outside traditional markets Interested in small business ownership through equity participation Exploring how acquisitions fit into a diversified investment strategy Looking to learn before deciding whether this space is right for you You don't need to be a Wall Street pro. Both accredited and non-accredited investors are welcome. Join Us If you've never looked at small business acquisitions as an investment category or, if you're curious about the massive opportunities available, we invite you to join us for this in-person luncheon at the Kiln in Holladay, UT.