Seminar – Frequently Asked Questions

The Seminar: How to Maximize Your Company’s Worth: The CEO’s Guide to Becoming Prepared for Investment

How is this seminar different than others on Selling your Business?

Succession planning you do for yourself. Valuation planning you must do for your business so that investors have certainty your company will be a profitable investment going forward. This seminar gives you an in depth analysis of how your business makes sense to an investor and where and why it might not give you the value you had hoped for. Wouldn’t you like to know how to be attractive to investors before you put your business on the market? For every element that is lacking in your company, the value of your business decreases. This seminar puts you in control of insider information that rarely gets shared with you until its too late to do anything about it.

Is this seminar about Succession Planning?

No. This seminar is about getting your business investor ready. It is what we call Valuation Planning. Succession planning is about getting you personally ready to retire. Take this seminar 2-3 years before you start thinking about retiring and you will retire profitably. Succession planning only gives you a limited perspective on how to get ready to retire. This seminar focuses on how investors will view your business.

What is Valuation Planning?

Getting what you want for your business is not easy. Investors have a very different perspective on value than you do. There is no multiple listing service of comparable companies to yours that helps an investor determine value. They look through a number of different ‘filters’ or ‘lenses’ looking for the key indicators that tell them this is a company that will make a return in the future. The more points of value that are obvious, the more an investor assigns to the valuation – the price they are willing to buy the company for or the amount they are willing to lend for a buyout. Valuation planning let’s you see your company through the eyes of an investor to determine where your operation may bleed value (and therefore the price you may be offered) and how you can remedy these ‘leaks’.

Why is this seminar limited to companies with revenue over $8 Million?

Most simply, our investor network is interested in businesses of this size. We work with investments bankers that help businesses get acquired by private equity or corporate investors. Large businesses have a lot more preparation work to become investor ready than smaller businesses.

What will I learn that I don’t already know?

At the end of the day, you will have an in depth self-assessment on how prepared your company is to be sold for its maximum valuation. You will know where your weak points are, why they are problematic and what you can do to change these elements to increase your company’s attractiveness to investors.

I want to attend but I don’t want people to think the company is for sale.

We only go on a first name basis during the seminar. We guard your registration information and do not share it with anyone outside of our firm. There is no attendee list available at the seminar and no “at the door registration” to protect your privacy. Talk as little or as much as you want during the day. The choice is yours.

Who can attend the seminar?

Company owners and their CFOs who have revenues of $8 million or greater in the last calendar year.

Will I have one-on-one time with the seminar speakers?

All our speakers and consultants will be available after the seminar at the reception.

What is your cancellation policy?

If we don’t hold the seminar on the advertised date and you cannot attend the re-scheduled date, we will refund your money in full or you may opt for one-on-one meeting to learn the same material from the workshop.

If you cancel:

15-30 days prior to the date of the seminar, 50% refunded or your fee can be applied to the next seminar.

14 days prior to the seminar, no refunds are given but your fee can be applied to the next seminar or a one-on-one meeting to learn the same material from the workshop.