Scale. Exit. Celebrate.

Join

MERITAGE PARTNERS

for curated events built to help FOUNDERS and CEOs scale, exit, and build lasting legacies.


Our team of experts is dedicated to helping founders grow, exit, and achieve lasting success.

Not Just Another Event.

A Defining Conversation


Join industry leaders, exited founders, and M&A advisors for practical strategies that drive real results.

✔️ Learn how to boost valuation

✔️ Understand deal structures

✔️ Connect with decision-makers

✔️ Walk away with a real plan


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Upcoming Events

Explore Our Flagship Experiences

Discover events designed to help you scale, exit, and build legacy—led by industry experts and M&A advisors.

CEO Roundtable

Home Services

Quarterly virtual sessions for home service contractors ready to scale and exit—featuring real-world M&A insights and proven strategies.

CEO Roundtable Healthcare

Designed for healthcare executives and owners navigating growth, regulatory shifts, and transition planning through M&A.

CEO Roundtable

A&E

For architects and engineering firm principals preparing for acquisition, succession, or strategic growth.

Legacy Ready Live

Our bi-annual flagship event focused on scaling, selling, and creating legacy. Live keynotes, panels, and exclusive networking.

Monthly Masterclasses

Virtual sessions offering practical guidance on valuation, leadership, operations, and exit strategy—led by industry experts.

Whether you’re scaling, preparing to sell, or exploring strategic partnerships—Meritage Partners is here to guide your next move.

Address:

2901 West Coast Highway Suite 200, Newport Beach California 92663

(949) 522-9121

© 2025. Meritage Partners. All rights reserved.