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 from a Buyer Perspective and Business Exit Strategies

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

Workshop #1 Event overview:

The toughest, most important sale you’ll ever make in your business – is selling your business! Navigating through to a successful sale of your company is complicated and comes with many potential mistakes. You may have a successful business, but you need to understand the dynamics of the sale process to make sure you are prepared. You also need to understand business value – not what you think, but how buyers look at your business. Too many business owners are not ready and don’t understand business value from a buyer’s perspective. This leads to a lower sale price and uncertain financial security. 

Key topics covered:

• What’s going on out there: in the economy and with business sales.
• What does it really take to go through the sale process – key steps
• The basics of business value
• How to have a personal financial plan outside of, but complimentary to, your business
• Learn about financial tools available for business owners

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. 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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