Owners Forum

The Owners Forum

Accelerating Value for Middle-Market Business Owners

The Owners Forum was designed to engage lower to middle market business owners in an event which focused on growth and maximizing value while reviewing the Value Acceleration Methodology. This half day or one day event brings together 100 local business owners into a forum where they will listen to presentations by fellow business owners and professional advisors in their fields of specialities through general sessions and breakout sessions. Some of these sessions include; building a high performance organization, talent management, strategic planning, exit option analysis, understanding business valuation, maximizing your enterprise value, owning or transitioning to family business, developing an effective marketing and sales strategy and buy-sell agreements amongst various others.

1439446801_free-05The State of Owner Readiness

SOOR_Cover_Thumbnail_170How do you rank against your business owner peers?

Download the full State of Owner Readiness Survey Report published by the Exit Planning Institute to learn what owners like you are doing effectively and what areas are left with gaping holes. Only 2 out of every 10 businesses that come to market actually sell…learn what owners are doing right and wrong and get a better sense of how you can be a TransferAbility Success Story versus part of the Middle Market Norm.

Are You a Business Owner?Business Owners Roadmap with PDF Image_170

Download this quick-read whitepaper “The Business Owner’s Roadmap: How I Use Exit Planning as My Business Strategy” by Scott Snider to learn what owners like you can do today to incorporate value acceleration and best-in-class business practices into your company.  Whether you are considering exit now, five years from now, or not at all, Value Acceleration is your way to create a high value business that can run without you. Click the image to grab your copy now.

Lower-to-Middle Market Business Owners

Family Business Owners

Owners Who Want to Rapidly Grow Value


Who Should Attend

Business Advisors

Certified Exit Planning Advisors

Estate Planners


February 9, 2018

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