How family business owners increase value, reduce risk, and create real exit options.

Thursday, October 22
7:30 – 8:00 am – Breakfast and networking
8:00 – 9:30 am – Workshop

Most family business owners say they’re not planning to sell anytime soon. But the strongest companies are always ready. They have leadership depth, clear decision structures, predictable financial reporting, and customer relationships that extend beyond the owner. That kind of readiness creates exit optionality – the ability to sell, transfer, recapitalize, or keep growing with confidence.

In this practical workshop, advisors from Compass Point Consulting and M&T Bank will show you what actually drives business value, and what quietly undermines it.

During this 90-minute workshop, you will learn how to:

• Clarify the key drivers of enterprise value – and what quietly destroys it
• Evaluate leadership bench strength and owner readiness for transition
• Understand how lenders assess risk, capital structure, and financing options
• Identify the most common deal killers that derail transactions
• Spot operational gaps that reduce valuation or increase key-person risk
• Build a focused 90-day plan to increase optionality and reduce risk
• Three practical initiatives you can implement immediately to increase optionality

Questions? Reach out to our Workshop Facilitators:

Cheryl Doll, Compass Point
[email protected]

Michael Zile, M&T Bank
[email protected]