
About this Event
Building a Healthy and Transferable Business
Whether you are actively preparing to sell your business or just want to set things up to keep your options open in the future, this hands-on workshop will help you get a clear picture and plan next steps to ensure your business is healthy today, and transferable whenever you are ready. Learn from local experts what it takes to prepare your business for the day when you decide it is time to step away including fundamentals to consider, financial strategies, and the human side of transitioning your business. We promise that none of these presentations are a sales pitch in disguise!
Agenda
🕑: 08:30 AM - 09:00 AM
Registration & Light Breakfast
🕑: 09:00 AM - 09:10 AM
Welcome & Opening Remarks
Host: Joe DeVera
🕑: 09:10 AM - 09:45 AM
Maximizing Business Value: Exit Planning Fundamentals
Host: Ted Martinez
🕑: 09:45 AM - 10:20 AM
Financial Strategies for a Successful Transition
Host: Leslie Major
🕑: 10:20 AM - 10:35 AM
Morning Break
🕑: 10:35 AM - 11:10 AM
Growing a Sustainable Business: Lessons from a Family Enterprise
Host: Brice Sloan
🕑: 11:10 AM - 11:45 AM
The Human Side of Business Transitions: Embracing Change and Legacy
Host: Becca Zanders
🕑: 11:45 AM - 12:30 PM
Panel Discussion and Q&A
🕑: 12:30 PM - 01:15 PM
Closing Remarks and Networking Lunch
Event Venue & Nearby Stays
3405 E Overland Rd, 3405 East Overland Road, Meridian, United States
USD 99.00