$895

ExitReadiness® BASECAMP

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The Lurn Center

2098 Gaither Rd

Rockville, MD 20850

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“Anyone considering selling their business should start preparing years in advance to increase the value of their company with ENNIS Legacy Partners." — Client Quote

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. You will leave the Workshop with Action Plans for Accelerating Business Value and Creating Your Plan for Exit. The value received in this workshop could be the difference between you realizing a good or bad exit from your business.

DAY ONE - 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 | Session 3: The Switzerland Structure | Session 4: The Valuation Teeter-Totter | Session 5: Recurring Revenue | Session 6: The Monopoly Control | Session 7: Customer Satisfaction | Session 8: Hub & Spoke | 3:00pm - Wrap-Up & Next Steps.

DAY TWO - 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.

SCHEDULE - 8:00am - Arrival/Breakfast | Opening Remarks & Day One Re-Cap | 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 | 12:00pm Wrap-Up.

SPEAKERS:

Pat Ennis, CExP®, CAP®, CFP®, Certified Value Builder | Founder & President | ENNIS Legacy Partners

Corby Megorden, CEPA, CCEA, MEA

Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA | Senior Tax Partner and Director of Valuation and Exit Planning Division | Gelman, Rosenberg & Freedman CPAs


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Date and Time

Location

The Lurn Center

2098 Gaither Rd

Rockville, MD 20850

View Map

Refund Policy

Refunds up to 1 day before event

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