$0 – $249

ValuePoints™ Workshop for Family Business Owners

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Location

Lehigh Country Club

2319 South Cedar Crest Boulevard

Allentown, PA 18103

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Refund Policy

Refund Policy

No Refunds

Event description

Description

ValuePoints is an operating system created specifically for family-owned businesses that builds value, unlocks wealth and designs the next chapter.

Developed by Compass Point Consulting & Legacy Planning Partners, the ValuePoints workshop introduces family business owners to a proven system of business growth, leadership development, succession planning, owner financial certainty and next chapter preparedness. These fundamentals are critical in setting up the company's success for today as well as the future.

Attendees will learn how implementing the ValuePoints model & process can:

• Drive growth and business value, impacting EBITDA and their Multiple.

• Address the importance of succession planning NOW - even if the owner plans to lead as CEO for the next 3-10 years.

• Uncover gaps in the senior leadership and identify the next generation team.

Provide the structured path needed to achieve financial certainty for today's lifestyle - and tomorrow.

• Clarify the owner's vision on designing the next chapter.

Other takeaways include:

• ValuePoints Workbook featuring a real story that illustrates the steps, investment and results this operating system can have when implemented fully and consistently

• Value Builder Assessment & Dashboard is a visual picture of the company’s current business value strengths and weaknesses

• Value Builder Report is 28-page deep dive into your assessment results and outlines what actions owners need to take to drive growth

• Transition Satisfaction Predictor is an insightful online questionnaire that helps identify what life experiences owners covet most so they can create the freedom and funds to enjoy them

FREE COPY of The Master Plan by Peter G. Christman

Prior to the workshop, attendees have a facilitated 30-minute call to take the Value Builder Assessment. At the end of the workshop, attendees will schedule a 60-minute post-workshop meeting to review the Value Builder 28-page report in more depth, the Transition Readiness Predictor results and discuss together if ValuePoints is the right system for your family business.

Who should consider ValuePoints? This workshop is ideal for family-owned businesses with $5-$100 million in revenue, with one or more owners looking to transition within the next 10 years. Attendance is open to owners and their spouses.

Attire is business casual. Please note that Lehigh Country Club has a no denim policy.

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Legacy Planning Partners, LLC 3440 Hamilton Blvd. Allentown, PA 18103 is independently owned and operated. Securities and investment advisory services offered through Securian Financial Services, Inc., a securities dealer and registered investment advisor. Member FINRA/SIPC. Neither Legacy Planning Partners, LLC nor Securian Financial Services, Inc. are affiliated with Compass Point Business Management Consulting.


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Date and Time

Location

Lehigh Country Club

2319 South Cedar Crest Boulevard

Allentown, PA 18103

View Map

Refund Policy

No Refunds

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