Executive Briefings

Executive Briefings reflect our commitment to educating and informing business owners. The majority of participants are lower middle-market business owners. The briefings are 1-hour presentations covering a range of exit planning topics. Briefings are presented via webinar or in person in an informal conference room setting. The briefings may also include time for participants to meet one-on-one with briefing leaders to discuss individual Exit Planning needs.

The information presented is based on 25 years of experience advising owners on what goals need to be set, what actions need to be taken and, what decisions need to be made as they move through the Exit Planning Process.

Topics include:

• Exit Planning Overview.
• Defining exit objectives.
• Determining the likely sale price for a business.
• Stept to building business value.
• Successfully tansferring the business to employees or children.
• Reaping top dollar from a sale to a third party.
• Contigency planning for both the business and the owner's family.

View a list of upcoming topics and dates. All briefings are free of charge and when you attend you will receive your choice of a complimentary copy of either Cash Out Move On or How To Run Your Business So You Can Leave It In Style when you attend in person.