The Business Owner Exit Blueprint: A Three-Part Workshop Series on Understanding and Maximizing Business Value, Exit Strategy, and Building Your Advisory Team

Workshop #1: What Owners Are Facing, the Sale Process, and an Introduction to Business Value

Workshop #2: Business Value – What Your Company is Really Worth 

Workshop #3: Why Your Advisory Team is Critical to Maximizing the Sale Price and a Successful Exit, and Business Strategy Exit Options 

Workshop #3 Event overview:

In Workshop #2, the discussion covered what business owners are facing these days as they work to keep their businesses alive and thriving. We discussed the business sale process, and we had an introduction to business value. 

In Workshop #3, we will do a quick review of what was covered in the prior workshops, then dive into a discussion on exit strategy options so that you can think about what might be best in your specific situation. We will discuss how having the right advisory team around you will help you maximize the sale price of your company – from your financial advisor to your attorney and much more.

Takeaways:

• Exit strategy options you may not have considered.
• Identifying the advisors you need to have on your team through growth and exit.
• The importance of your advisory team collaborating on your behalf.
• How much are you going to really pocket of that sale price.
• Why you need to engage with your financial advisor.

 Are you ready to learn how to monetize your life’s work and get out on your own terms – when you want and the price you want?

Who should attend:

This session is designed for entrepreneurs and business owners who want to lay the foundation for a successful business exit. And a lot of takeaways for advisors to business owners!

About our Speakers:

David Shavzin is President and Founder of The Value Track. He is an Exit Guide, helping owners with a single focus: a smooth and timely transition of a lifetime. He guides clients through goal setting, exit planning, value growth, and the sale process. David founded The Value Track in 2000, combining his M&A, value creation, and exit strategy experience. He is Co-Founder/Past President of XPX Atlanta (Exit Planning Exchange) and a frequent speaker and podcast guest.

Riyah Ward is a Financial Advisor with Edward Jones. She is a versatile financial advisor who specializes in creating tailored investment and protection strategies for retirement planning, business owners, legacy planning, and more. Riyah is a results-driven professional focused on yielding tangible results for her clients.

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