EPI SD 2025 – August 13 – Operations Case Study

Many business owners end up not selling because of The Math.  They are initially wowed by the big number and then they realize only about half of that will land in their bank account.  It is our job as exit planning advisors to make sure owners understand all the factors involved – from both a personal planning perspective and the business value and profitability – before they entertain an offer.  Join Mike and JJ as they dig into how we can work together to ensure all the bases are covered from a comprehensive wealth plan for the owner(s) to optimizing the business’s profitability and increasing enterprise value.  Discover how a dynamic growth approach on the front end can set up and maximize the owner’s options on the back end.

Learning Objectives:

  • Understand the Wealth Gap and the necessary steps to resolve it
  • Understand the Value Gap and the necessary steps to resolve it
  • Understand the Profit Gap and the necessary steps to resolve it

(Purchase of this product will include a link to the video presentation and an audio presentation.)

Presented by: JJ Richa

 

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