Running a business in the built environment can be isolating. Most owners have questions about growth, leadership, succession, and eventual exit, but few have a trusted peer group they can speak with openly.
The CB Energy Owner Roundtable brings together a small group of owners who want to share experiences, compare strategies, and learn from others who are preparing their businesses for long term success. This is not a webinar. It is a private conversation with owners who understand your world.
“Owners see the best results when they stop planning in isolation. A good peer group can shorten the learning curve and help avoid painful mistakes.”
Charles Braunstein, CEO, CB Energy Business Consulting
Who the Owner Roundtable is for
The Roundtable is designed for owners who want a candid, practical forum rather than a broad industry event.
- Owners and founders in construction, MEP, BMS, energy services, and facility maintenance.
- Companies between 5 and 100 million in revenue.
- Owners preparing for a future sale or leadership transition.
- Owners who want to grow enterprise value before an exit.
- Leaders who value direct, experience based conversations over theory.
You do not need to be planning a transaction today. Many owners join simply to gain clarity on timeline, options, and priorities.
What you can expect
Each Roundtable is structured to be practical and confidential, with a focus on the specific issues owners in the built environment face.
- A curated group of owners facing similar decisions.
- Facilitation by CB Energy advisors who work every day on growth and exit planning in your sectors.
- Real lessons from owners who have completed a sale or succession process.
- Benchmarking on leadership, value drivers, and exit readiness.
- Honest conversations about family dynamics, culture, legacy, and timing.
- Practical steps owners can take now to improve future outcomes.
Sessions are not recorded, and participation is limited so that each owner has space to contribute and ask questions.
How participation works
Roundtables are held virtually and run for 45 to 60 minutes. There is no cost to participate. Attendance is by invitation so that the group remains focused and relevant for everyone involved.
- You submit a short request with details about your business and role.
- Our team reviews each request to ensure a good fit for the group.
- We match you to an upcoming session based on your size, sector, and timeline.
- You receive a calendar invite with session details and a short discussion outline.
The goal is simple. Provide a confidential place to think through growth, succession, and exit decisions with peers who understand the same constraints and opportunities.