Legacy by Design - FROM GROWTH TO EXIT: A roadmap to transferable value

Description

A one-day strategic summit for business owners who want to grow a company that thrives today and is transferable tomorrow. Learn from subject matter experts what drives enterprise value, how to increase profitability and scalability today, and how to position your business for future opportunities and successful transitions.

Business Growth – Julie Keyes, CEPA
Owner, Business Coach, Keye Strategies, LLC

• Identify and act on high-impact value drivers
• Build systems that reduce owner dependence
• Increase recurring revenue and predictable cash flow
• Align growth strategy with long-term enterprise value 

Accounting – Erin Mickels, CPA
Principal, CliftonLarsonAllen

• Improve earnings quality, cash flow sustainability, and working capital
• Strengthen financial reporting to build buyer confidence
• Understand what buyers evaluate during financial due diligence
• Reduce deal risk and position for stronger valuation

Financial Planning – Bob Bayer,  CEPA ChFC, CLU, RICP, BFA
Owner, Stonebrooke Wealth Management

• Evaluate your business, personal, and financial readiness for transition
• Understand key value drivers, risks, and transferability factors
• Measure internal “readiness” and external buyer “attractiveness”
• Prepare now so your business grows stronger and is ready when “later” arrives

Legal – Jim Kretsch
Owner, Attorney, Kretsch Law

• Clarify your goals: growth, wealth, exit, or legacy
• Identify the right buyer path (family, employee, competitor, private equity)
• Build and align your advisory team early
• Understand the stages of a deal — and avoid common negotiation pitfalls

Banking – Marilee Jager
Senior VP of Business Banking, Frandsen Bank & Trust

• Explore financing strategies for acquisitions and growth
• Structure owner and employee buyouts
• Align banking relationships with long-term succession plans
• Expand financial options before transition becomes urgent