Owner Readiness Cohort- Build Value Before You Exit

Is your business ready for its next chapter?

You do not need to be ready to sell your business to benefit from exit planning. The best time to prepare is before a transition becomes necessary.

The Owner Readiness Cohort is a practical, three-session program designed to help business owners build stronger, more valuable and transferable companies. Led by Mike Cammarata, CFP®, CEPA®, CPFA®, the cohort provides a confidential, discussion-driven environment where participants can honestly assess their readiness, identify potential gaps and create a clear plan for the future.

Throughout the cohort, participants will explore:

• What makes a business valuable and transferable
• How to reduce owner dependency and strengthen business systems
• The connection between business, personal and financial readiness
• Internal and external exit options
• How to identify missing members of a transition advisory team
• Practical steps to accelerate business value over the next 90 days

Participants will leave with a Business Readiness Snapshot and scorecard, a 3-Leg Alignment Worksheet, a Transition Team Map, an Exit Options Comparison and a personalized 90-Day Value Acceleration Action Plan.

Sessions will be held from 8:30 to 10:00 AM on September 17, October 15 and November 19 in the CMC Conference Room.

Limited to the first 10 business owners. This is an educational program—not a sales pitch.