We want to help you enjoy life in the business and plan for life after the business with our Workshop focused on Building a Sellable Business and Planning Your Eventual Exit from Your Business.
Each Session will include a Seminar Presentation, Q&A with Subject-Matter-Experts, and Time Allotted for Personal Reflection and Creation of Action Items. The value received in this workshop could be the difference between you realizing a good or bad exit from your business.
MORNING SESSIONS – BUILDING SELLABLE BUSINESS VALUE
Is it time to free up your schedule by bringing in a manager to run your company day-to-day? Or are you ready to sell? Or maybe you’re planning to transition your business to a new generation of leaders? The one prerequisite in all three of these scenarios is that you have a business that is sellable and can thrive without you.
SCHEDULE – 8:00am – Arrival/Breakfast/Introduction | Session 1: Financial Performance | Session 2: Growth Potential & Net Promoter Score | Session 3: Independence | Session 4: Cash Flow | Session 5: Recurring Revenue | Session 6: Product Differentiation | Session 7: Customer Satisfaction | Session 8: Owner’s Role | Session 9: Planning for the Unexpected | Wrap-Up & Next Steps
AFTERNOON SESSIONS – PLANNING YOUR EVENTUAL EXIT
75% of Business Owners regret their exit one year after leaving. Day two is about you not having regrets when you eventually leave.
Session 1: Get Clear On Why You’re Exiting | Session 2: Align Your Exit Route with the Reason You’re Exiting | Session 3: Figure Out Your Number | Session 4: Decide What Role You Want to Play in Your Company in the Future | Session 5: Pick Your Spot on the Exit Matrix | Wrap-Up & Next Steps
GRF Clients will receive 25% off using code: GRF
Pat Ennis, CExP®, CAP®, CFP®, Certified Value Builder | Founder & President | ENNIS Legacy Partners
Walter H. Deyhle, CPA/ABV/CFF, MAFF, CExP™, CEPA | Partner, Tax | GRF CPAs & Advisors
The Lurn Center
2098 Gaither Rd
Rockville, MD 20850