Scaling your business for greater profitability and greater business value

This event is ideal for, small business owners, sole proprietors, entrepreneurs and family businesses who want to understand how to operate their businesses in a way that actually builds its value. Typically, business owners are fulfilling a lifetime passion and operating as a “life-style” business providing a stable weekly income. Too often, owners are overly focused on day-to-day operations. This event will discuss building business value and positioning your business to achieve your personal, financial, and business-related goals.

PROGRAM

Building Your Business Value  – Terry Shepherd, Managing Partner ROCG Consulting

Most business owners are not operating their businesses in a way that actually builds its value. Typically, business owners are fulfilling a lifetime passion and operating as a “life-style” business providing a stable weekly income but not focused on an end value. Too often, owners are overly focused on day-to-day operations putting out the “fires” of the day. Learn how to build business value and position your business to achieve your personal, financial, and business-related goals

• Do you know what your business is worth?
• Have you started thinking about transitioning and exiting from your business?
• Do you know when you would like to exit from your business?
• Do you know which exit option is most likely to meet your personal, financial and business-related goals and objectives?

The Power of Personal Planning – Mark J. Anderson, Managing Director, Head of Fiduciary Services, Wilmington Trust

Why business owners need viable transition plans and practical strategies for putting them in place.

• How to align your personal wealth planning with your business transition plan?
• How does your transition planning stack up relative to other business owners?
• The importance of having a business transition plan in place.