UNLOCK YOUR PATH TO A SUCCESSFUL BUSINESS EXIT
Business Value Accelerator Summit
Business Owner Mastery Series
October 3, 2023 | 9am-6pm
Sedgefield country club
Greensboro, NC
PRESENTING SPONSOR
Andrew Stockton, Vice President
with
Sherry Campbell, CEO
Ashley Madden, Director of Financial Planning
FEATURING PRESENTATIONS FROM
Jason Clubb, Professional Implementor
Kent Adams, Senior Vice President
John Vestal, Market Executive
Brian Steen, President
Aaron Bennett, Director
Chris Genheimer, Director
WHO WILL BENEFIT
Designed for Entrepreneurs Who:
want to maximize the value of their business' growth,
are planning a strategic business exit in the next 3-10 years, or
have an annual revenue of at least $3mil and/or 10+ employees.
DEDICATED SUPPORT FOR YOUR JOURNEY
Learn From Industry Experts
Maximize Your Business' Value
Discover proven strategies and expert insights that will enable you to enhance the value of your business. Learn how to effectively position your company, attract the right buyers, and optimize your financial position, ensuring you achieve the highest possible valuation upon exit.
Unlock Value Enhancement Techniques
Explore innovative approaches to enhancing the value of your business before exit. Learn strategies for optimizing operational efficiency, leveraging technology, diversifying revenue streams, and strengthening your competitive advantage. Gain insights that will differentiate your business in the marketplace and attract potential buyers.
Navigate the Complexities of Exiting Your Business
Gain a comprehensive understanding of the intricate legal, tax, and financial considerations involved in the exit process. Industry experts and successful entrepreneurs will provide guidance on structuring deals, managing contractual obligations, minimizing tax liabilities, and protecting your interests throughout the transition.
Prepare for Life After Exit
Plan for a prosperous life after you exit your business. Learn how to effectively manage and invest your wealth, explore new entrepreneurial ventures, contribute to philanthropic causes, or enjoy a well-deserved retirement. Create a comprehensive roadmap for your post-exit journey, ensuring financial security and personal fulfillment.
Network with Industry Leaders
Connect with like-minded business owners, successful entrepreneurs, and industry experts who have successfully navigated the exit process. Share experiences, exchange ideas, and build valuable relationships that can open doors to new opportunities, collaborations, and potential partnerships.
Stay Ahead of the Curve
Gain a competitive edge by staying informed about the latest industry trends, market dynamics, and regulatory changes. The Business Exit Mastery Summit will provide you with cutting-edge knowledge and insights that will keep you ahead of the curve, enabling you to make informed decisions and seize opportunities.
ExIT PLANNING CONSIDERATIONS
Measuring Attractiveness:
Seeing your Business Through the Eyes of a Buyer
Owner dependent, lacking formalized processes & systems.
High customer or vendor concentration.
High employee turnover with low morale & company loyalty.
Uncertain revenue, few repeat customers, cyclical or dependent on economic conditions.
Poorly maintained, out of date technology, equipment, or buildings.
No recent valuation or audited financial statements.
Little to no brand recognition.
Owner independent with formalized, repeatable, & measurable processes & systems.
Diversified base of customer & vendor concentration.
High employee retention rates with a loyal, positive culture.
Recurring revenue & customer base through economic fluctuations.
Efficient technology, equipment, & facilities.
Annually audited financial statements with a recent business valuation.
Best-in-Class brand recognition.
Measuring Readiness:
Are you Personally and Financially Prepared to Exit?
Have you spent time & money educating yourself on the process of business transition?
Have you discussed your exit strategy with loved ones & key employees?
Do you have a strong team of advisors to support you through the process of transition & beyond?
Have you considered the type of buyer & the deal structure you are seeking?
Do you know how the sale of your business fits into your personal financial plan & the tax implications?
Do you have a clear vision for the next phase in your personal life after business?
If forced to sell earlier than anticipated due to health or personal reasons, do you have a contingency plan for sale or succession?
about us
Hutchinson Family Offices
For more than 30 years, Hutchinson Family Offices has offered private wealth management and family office services that may offer order, simplicity, and financial confidence. With a diverse team of professionals, we bring a unique mix of specialties and experience to proactively serve our high net-worth families.
We are committed to our clients and their families, delivering honest guidance, objective advice, and excellent service.
Business Owner Exit Strategies
Family Office
Tax Strategies
Investment Management
Divorce Consulting
October 3, 2023 | 9am-6pm
Sedgefield country club
Greensboro, NC
Space is limited, register today before pricing increases!
In addition to professional advice & presentations, attendees will receive:
One-on-one time with experts to ask questions about legal considerations, business valuation, entrepreneur strategy, value acceleration, & buyout options.
Time to strategize & discuss business challenges & share ideas with peers.
Opportunities to meet & network with like-minded entrepreneurs.
Cocktail reception, lunch, & continental breakfast.
Early Bird Registration: $149
EXTENDED TO AUGUST 25
Discounted Registration: $199
ends September 15
Full Price Registration: $299
ends October 2
Event Registration Full
CONTACT US
Mon-Thu: 8:30am – 5:00pm
Fri: 8:30am – 12:30pm
ADDRESS
603 Dolley Madison Road, Suite 200
Greensboro, NC, 27410
PHONE
336-235-6600
Certain employees of Hutchinson Family Offices may be registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC, and/or registered investment adviser representatives of Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Hutchinson Family Offices.
The SFA does not provide tax or legal advice. View SFA Disclosures.
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