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BUSINESS X-CHANGE PRESENTATION – OCTOBER 14, 2026Business X-Change meets regularly throughout the year. Our October X-Change will be held at the Portage County Business Council office. Business X-Change allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other.
There is no cost to attend. Coffee and Danish will be provided.
Title: "Value Before the Deal: Why Owners Lose Options Long Before They Sell"
Presented by:
Jason Glisczynski, CFP®, CPWA®, CEPA®
Managing Partner of Silvertree
About the Program: Most business owners believe the value of their company is determined when they decide to sell.
In reality, many of the factors that impact value, transferability, succession, and future flexibility are established years earlier. Health events, owner dependence, leadership gaps, market changes, and uncoordinated planning can quietly reduce options long before an owner is ready to transition. In this engaging Business X-Change presentation, Jason Glisczynski will share real-world stories, practical insights, and a simple framework business owners and executives can use to evaluate their company's readiness, identify hidden risks, and strenghten long-term enterprise value. Whether a transition is years away or not on the horizon at all, attendees will leave with actionable ideas to build a stronger and more transferable business.
Key Takeaways:
- Understand why profitable businesses are not always transferable businesses.
- Learn the hidden factors that cause owners to lose options long before a transition occurs.
- Discover the three questions every owner and leadership team should be asking today.
- Identify practical steps to reduce owner dependence, increase readiness, and preserve future flexibility.
About our Presenter:
Jason Glisczynski, CFP®, CPWA®, CEPA® is Managing Partner of Silvertree and works with business owners, executives, and successful families throughout Central Wisconsin. He specializes in succession planning, business transition strategy, enterprise value growth, and aligning personal wealth with business outcomes. Jason is the author of Planning With Purpose and helps owners navigate the decisions that impact both the value of their business and the future they hope to achieve after it.
What is Business X-Change? Allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other. Business X-Change meets regularly throughout the year from 7:30 - 8:30am.
Who Should Attend?
- Business owners considering their long-term future, succession, or eventual transition.
- Presidents, CEOs, and executives responsible for growing enterprise value and reducing owner dependence.
- Leadership teams preparing for future ownership, management, or succession responsibilities.
- Owners who want to build a stronger, more transferable business, whether a transition is years away or not on the horizon at all.
Special THANK YOU to Silvertree for their sponsorship of this program.
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Event venue
5501 Vern Holmes Dr, Stevens Point, WI, United States, Wisconsin 54482
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