Owners’ Roundtable Registration

Roundtables bring together owners for 2-days of concentrated discussions and practical exercises focused on the Five Stages of Value Maturity.

Roundtables are $995 for the 2 day event.

NEXT ROUNDTABLE DATE TBD

Join business owners and exit planning experts in an immersive look into what it takes to transform your business from successful to significant.
You will learn to deep dive into your business, personal and financial goals to prepare for life on your own terms after business ownership.

 
 

Build Value

  • Strategies to build value

  • Intellectual capital and the 4 Cs

  • Determine priorities

Harvest Value

  • Determine your readiness to exit

  • Review exit options

  • The Keep or Sell test

Manage Value

  • Estate planning

  • Personal financial planning

You will master the Five Stages of Value Maturity through expert-led discussions, hands-on assessments, interactive Q&A sessions, and
networking with other owners.

Identify Value

  • Learn how range of value is determined

  • Identify potential value in your business

  • Understand personal, financial and business aspects of planning

Protect Value

  • Types of risk including the 5Ds

  • Contingency planning

  • How to protect human capital

Also receive complimentary Exit Planning Institute whitepapers and the book Built to Sell by John Warrillow when you join us!

*PivotPoint Business Solutions will provide a full refund for any cancellations up to 5 days before the event. Any cancellations made after are subject to a cancellation fee equal to the amount of the event, or we will allow you to reschedule for a future event. We keep our events small for the benefit of our attendees, therefore it is important that we are informed about any changes in your attendance. This will allow us to fill your seat or adjust accordingly for the other attendees.