LEADERSHIP EVOLVED

Is your profitable business a valuable business? Every CEO and business owner faces the same reality: one doesn’t necessarily mean the other, and value doesn’t build itself.

Whether you’re an owner who will eventually sell or a CEO responsible for driving growth and enterprise value, you want a clear picture of key moves that increase business value, reduce risk, and set the company up for long-term success.

Join us for PREPARE, the second session in The CEO Roundtable Strategic Exit Planning Series.

We’re bringing together wisdom to fuel your next move efficiently. You’ll hear from:

• Mitch Greip – Pinnacle Trail Wealth Advisor
• Gregg Saunders – EOS Implementation
• Rick Rittmaster – Strategic Talend Partners
• Scott Rollin – MCR
• Jim Damiani – Newmark
• Sally Biel – Insperity
• Jim Stelzer – Barton, Walter and Kier

Why Attend?

It’s never too early to start or take the next step in building value — but it can be too late. The strongest businesses are shaped by decisions and actions taken well in advance.

• Building value in your business – where to focus
• Maximizing enterprise value
• The importance of a strategic talent structure
• Structuring owner and leadership compensation
• Employer liability and risk management
• Factoring real estate
• Business performance – the numbers, records, and timing

Do you know what your end game is?  What will determine if or when you and your business are ready for what’s next?    

Join us for the first event in our Strategic Exit Planning Series, where we focus on the DISCOVER phase—assessing where your business stands today and what factors will impact a successful transition. Your roadmap will be unique – there is no one-size-fits-all playbook.   

We’re bringing together the expertise to help you move ahead smarter.  You’ll hear from 

• Mitch Greip – Pinnacle Trail Wealth Advisor
• Jim Stelzer & Blaine Anderson – Barton, Walter and Kier
• Jake Fishman & Tom Astrup – Madeira Partners

Why Attend?
Whether you plan to exit in one year or ten, this session will offer you actionable insights to get started or evolve your strategic exit plan. Don’t leave the future of your business to chance—be ready with clarity and confidence. 

• Identifying wealth, profit and value gaps to ensure personal and business goals alignment.
• Evaluating owner and business readiness.
• Understanding how your business and industry is valued and what unique characteristics can influence marketability and valuation