Workshop: Understanding Your Business Value | Compass Point

WHERE: Lehigh Country Club
2319 S. Cedar Crest Blvd., Allentown, PA 18103
WHEN: Wednesday, September 27, 2023
TIME: 8:00 – 9:30 AM
Doors open and a light breakfast will be served at 8:00 AM
Workshop begins promptly at 8:30 AM

IN-PERSON INTERACTIVE WORKSHOP

The Hard & Soft Factors of Increasing Your Business Value

Hosted By:
Melissa Gerhardt, Legacy Planning
Robert Firely, Murphy McCormack

Facilitated By:
Tom Garrity, Compass Point

DO YOU KNOW THE SOFT FACTORS OF YOUR BUSINESS VALUE?

Building a transferrable business takes time. It is not a singular event. One of the tried and true adages is “The only reason to get into business is to get out.” When there is no plan or timeline, the business value suffers and most transition options come off the table. Business value is a critical component of your eventual exit – and the impact on your family.

This event is closed.

Several things factor into increasing your business value and developing a successful transition plan. There are the hard factors such as financials, EBITDA, and operational assets; and then there are the softer factors like people, succession timeline, and intellectual property. Whether you are thinking of selling the business or not, this workshop will provide a roadmap to identifying your unique gaps and the next steps to address them.

CLARIFY WHAT YOU NEED TO FOCUS ON.

Investing just 60 minutes can significantly shift your level of understanding of how to increase your business’ value now so you can reap the rewards when it’s time to transition to post-business life. We will touch on topics such as:

  • The Drivers of Business Value
  • How Businesses Transition
  • Lifestyle or Enterprise
  • EBITDA vs. Multiplier
WHO SHOULD ATTEND

Owners of Family Businesses and Privately-Held Companies with revenue between $5M and $100M+ who have a 10-year (or less) runway to exit the business and have not fully developed a transition plan or completed a business value assessment.

ATTENDEES ALSO RECEIVE
  • A FREE Business Valuation to know the current value of your business
  • A FREE 60-minute coaching session, including a business growth assessment
  • Several complimentary tools to implement takeaways immediately!
HAVE QUESTIONS?

Contact one of your workshop hosts:

Melissa Gerhardt
mgerhardt@legacy-online.com
484.765.9100 x304

Robert Firely
rfirely@murphymccormack.com
717.475.8095