$895

ExitReadiness® BASECAMP

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The Lurn Center

2098 Gaither Rd

Rockville, MD 20850

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Refunds up to 1 day before event

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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. 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

SPEAKERS:

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

Walter Deyhle, CPA, ABV, 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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