How planning can increase net proceeds from a transaction.

Title Presentation

Mission: Demonstrating how planning can increase net proceeds from a transaction.

The Story: Lack of financial planning before a transaction can reduce transaction amounts by 40%. Review steps to ensure proper planning.

Relevance: Increasing net proceeds begins before the transaction. How, what and when does a business owner start the process is key to success.

Action: Free consultation on financial planning

Past Audiences: Vistage, Tiger 21, BXO, EO

Outcomes:

Created Financial plan for multiple participants that increased net proceeds on average by 20%.
Implemented financial plan to assist participants with defining their sale "Number".
Created multiple financial plans that assisted in centralizing the process for transition decision making.

Delivery Formats:

Presentation, Conference, Webinar, Roundtable

Delivery Time:

Short Version: 30 minutes

Long Version: 60 minutes