Guests will check in at the front desk, where they will pick up their name tags and a complimentary padfolio containing all the material and information needed for the day. Meet with instructors and other fellow entrepreneurs over complimentary coffee and breakfast snacks.

How has the Business Owner Excellence Workshop changed the way business owners approach exit planning? A brief overview of the format of the day and what we hope you get out of it.

Having helped hundreds of business owners sell, to the tune of over $2.5B since their inception in 1991, IndustryPro discusses the state of the M&A landscape, current valuation ranges, what buyers are looking for and more. This session expands on why the timing may or may not be right for many owners who are exploring a full or partial exit.

A review of pre-deal planning strategies, deal structuring, and legal execution. Guests will understand a range of transaction options, how the buyer approaches a business, and how an owner can identify the appropriate structure for their unique business and personal situations.

Business owners spend decades building their businesses for a grand exit. Yet, many leave significant amounts of wealth on the table at the very end due to poor planning. This session dives into the strategies that will ensure an owner maximizes their net proceeds from a sale and how to protect their assets.

Guests will be provided a catered lunch. Please ensure to communicate any allergies.

1A: What’s My Business Worth?
Guests will choose between Breakout 1A or 1B. In this interactive session, guests will understand the methodology behind a business valuation, how a valuation is different depending on the type of buyer or deal structure, and how owners can calculate the valuation of their own businesses and maximize their value ahead of a transaction.

1B: What Is a QofE and Why Do I Need It?
Guests will choose between Breakout 1A or 1B. What is a Quality of Earnings (QofE) and why is it important to have one before selling? Guests will walk away understanding the impact of a QofE on their business’s valuation, why it attracts buyers, and what the downsides are of not having one done in the first place.

2A: 2A: What’s My Number?
Guests will choose between Breakout 2A or 2B. In this interactive session, guests will work to solve the number they need to net from the sale of their business in order to maintain or achieve their family’s desired lifestyle. This is a critical planning number that dictates when an owner might be ready to sell.

2B: Leverage Your Runway — Defining Your Right to Win
Guests will choose between Breakout 2A or 2B. This segment is aimed at Entrepreneurs who are not yet ready to sell, but who want to begin positioning their business for maximum valuation in the coming years. Two business owners, partners, impart their journey and what they are doing to realize maximum valuation.

A short break to recharge before the afternoon sessions.

Business Owners relate their experiences growing their business, preparing it for sale, and what life looks like on the other side now that they have partnered with Private Equity. From one business owner to another: what to avoid; what to expect; and what to strive for. This session will have an interactive Q&A component.

With wealth comes responsibility. Many entrepreneurs grew up differently than the lives their kids and families now enjoy. How do you prepare your family to handle this responsibility? How do you impart the disciplines to ensure your wealth is perpetuated instead of squandered? This session serves as a guide for preparing the Next Generation.

In this panel, the workshop’s speakers will come together to discuss the makeup of a successful deal team, the disciplines needed to complete a successful transaction, where to begin, and how to put this all together. This session will have an interactive Q&A component.

The workshop concludes with an invitation to put knowledge into action. Where do you go from here?

Location: TBD
Unwind with fellow guests and speakers over drinks and appetizers. This happy hour will be followed by a group dinner on us.