Workshops for Business Exit Success
Multi-Week Strategy X Implementation
- Your Strategic business plan will be on one page, making it easy for you to see how your business vision, mission and goals will be achieved.
- Risks Managed (ISO 31000)
- Marketing plan implemented
- Tactical projects tracked
- Actions items planned, prioritized and tracked
In this multi-week implementation workshop:
- Employee engagement and communication enhanced
Full Day
Freedom Workshop
In this Full Day workshop, you will leave with:
- Initial Implementation of the 8 value drivers to grow and scale your business, with a plan of action
- Estimated Value of your Business
- Personal Readiness Score
- Freedom Score
- Action items to protect your business and personal assets NOW
- Discount to first CEPA engagement to plan your exit strategy
- Discount to 1 Certified Valuation
- Resource list
1/2 Day
Freedom Workshop
In this 4.5 Hour Workshop, you will leave with:
- Working Knowledge of the 8 Value Drivers needed to be implemented to grow your business
- Estimated Value of Your Business
- Personal Readiness Score
- Freedom Score
- Understanding of what a CEPA can do for you to plan your exit strategy
- Understanding of what protections need to be in place for your business
- Resource list
CEPA Engagements
90 Day Sprints
Mature Living Prep Series
FREE seminar series for all things related to Mature Living Transitions
You will be redirected to the Mature Living Resources 501(c)3 page for access to all seminars and podcasts
Aging Journey Plan Creation: 1/2 Day
Create an Aging Journey plan to be better prepared after a business exit!